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BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 401k Plan overview

Plan NameBOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN
Plan identification number 001

BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOYS & GIRLS CLUBS OF BUFFALO, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOYS & GIRLS CLUBS OF BUFFALO, INC.
Employer identification number (EIN):160849516
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01JESICA KENNEY JESICA KENNEY2019-01-29
0012016-07-01JESICA KENNEY JESICA KENNEY2018-04-09
0012015-07-01JESICA KENNEY JESICA KENNEY2017-03-27
0012014-07-01JESICA KENNEY JESICA KENNEY2016-04-18
0012013-07-01TIMOTHY G. BRENNAN TIMOTHY G. BRENNAN2015-04-15
0012012-07-01BARBARA WAGNER2014-04-21 BARBARA WAGNER2014-04-21
0012011-07-01GREGORY DEARLOVE2013-04-11 GREGORY DEARLOVE2013-04-11
0012010-07-01JOHN COSTILOW2011-08-08 JOHN COSTILOW2011-08-08

Plan Statistics for BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN

401k plan membership statisitcs for BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN

Measure Date Value
2021: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01122
Total number of active participants reported on line 7a of the Form 55002021-07-0198
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0132
Total of all active and inactive participants2021-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01130
Number of participants with account balances2021-07-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0110
2020: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01190
Total number of active participants reported on line 7a of the Form 55002020-07-01116
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0125
Total of all active and inactive participants2020-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01142
Number of participants with account balances2020-07-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0110
2019: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01228
Total number of active participants reported on line 7a of the Form 55002019-07-01138
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0120
Total of all active and inactive participants2019-07-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01158
Number of participants with account balances2019-07-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
2018: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01198
Total number of active participants reported on line 7a of the Form 55002018-07-01173
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0135
Total of all active and inactive participants2018-07-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01208
Number of participants with account balances2018-07-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0114
2017: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01222
Total number of active participants reported on line 7a of the Form 55002017-07-01168
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0136
Total of all active and inactive participants2017-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01204
Number of participants with account balances2017-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0112
2016: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01208
Total number of active participants reported on line 7a of the Form 55002016-07-01190
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0133
Total of all active and inactive participants2016-07-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01223
Number of participants with account balances2016-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0115
2015: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01198
Total number of active participants reported on line 7a of the Form 55002015-07-01161
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0121
Total of all active and inactive participants2015-07-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01182
Number of participants with account balances2015-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01210
Total number of active participants reported on line 7a of the Form 55002014-07-01178
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0125
Total of all active and inactive participants2014-07-01203
Total participants2014-07-01203
Number of participants with account balances2014-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01141
Total number of active participants reported on line 7a of the Form 55002013-07-01174
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0119
Total of all active and inactive participants2013-07-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01193
Number of participants with account balances2013-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013

Financial Data on BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN

Measure Date Value
2022 : BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-66,712
Total of all expenses incurred2022-06-30$99,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$83,550
Value of total corrective distributions2022-06-30$2,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$110,367
Value of total assets at end of year2022-06-30$1,238,640
Value of total assets at beginning of year2022-06-30$1,405,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$13,612
Total interest from all sources2022-06-30$131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$13,612
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$100,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$49,862
Participant contributions at end of year2022-06-30$4,668
Participant contributions at beginning of year2022-06-30$3,075
Participant contributions at end of year2022-06-30$1,862
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-166,418
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,238,640
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,405,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,228,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,401,594
Income. Interest from loans (other than to participants)2022-06-30$131
Interest earned on other investments2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-177,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$60,505
Employer contributions (assets) at end of year2022-06-30$3,670
Employer contributions (assets) at beginning of year2022-06-30$389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$83,550
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2022-06-30160765486
2021 : BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$413,728
Total of all expenses incurred2021-06-30$192,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$170,690
Expenses. Certain deemed distributions of participant loans2021-06-30$6,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$109,767
Value of total assets at end of year2021-06-30$1,405,058
Value of total assets at beginning of year2021-06-30$1,183,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$15,700
Total interest from all sources2021-06-30$407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$15,670
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$118,372
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$59,321
Participant contributions at end of year2021-06-30$3,075
Participant contributions at beginning of year2021-06-30$20,051
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Other income not declared elsewhere2021-06-30$306
Administrative expenses (other) incurred2021-06-30$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$221,338
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,405,058
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,183,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,401,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,163,669
Interest on participant loans2021-06-30$407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$303,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$50,446
Employer contributions (assets) at end of year2021-06-30$389
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$170,690
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2021-06-30160765486
2020 : BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$144,962
Total of all expenses incurred2020-06-30$69,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$54,782
Expenses. Certain deemed distributions of participant loans2020-06-30$253
Value of total corrective distributions2020-06-30$1,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$105,248
Value of total assets at end of year2020-06-30$1,183,720
Value of total assets at beginning of year2020-06-30$1,108,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$12,877
Total interest from all sources2020-06-30$1,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$12,877
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$100,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$43,724
Participant contributions at end of year2020-06-30$20,051
Participant contributions at beginning of year2020-06-30$9,025
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$75,140
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,183,720
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,108,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,163,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,099,555
Interest on participant loans2020-06-30$1,076
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$38,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$61,524
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$54,782
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2020-06-30160765486
2019 : BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$144,752
Total of all expenses incurred2019-06-30$17,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$8,729
Expenses. Certain deemed distributions of participant loans2019-06-30$1,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$77,136
Value of total assets at end of year2019-06-30$1,108,580
Value of total assets at beginning of year2019-06-30$981,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$7,592
Total interest from all sources2019-06-30$586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$7,592
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$100,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$41,663
Participant contributions at end of year2019-06-30$9,025
Participant contributions at beginning of year2019-06-30$14,554
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$19,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$127,397
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,108,580
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$981,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,099,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$960,668
Interest on participant loans2019-06-30$586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$67,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$15,840
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$5,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$8,729
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2019-06-30160765486
2018 : BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$184,803
Total of all expenses incurred2018-06-30$103,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$100,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$125,253
Value of total assets at end of year2018-06-30$981,183
Value of total assets at beginning of year2018-06-30$900,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$3,312
Total interest from all sources2018-06-30$839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$100,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$44,967
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$1,651
Assets. Loans (other than to participants) at end of year2018-06-30$14,554
Assets. Loans (other than to participants) at beginning of year2018-06-30$22,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$81,120
Value of net assets at end of year (total assets less liabilities)2018-06-30$981,183
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$900,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$960,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$841,095
Interest on participant loans2018-06-30$839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$58,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$80,286
Employer contributions (assets) at end of year2018-06-30$5,961
Employer contributions (assets) at beginning of year2018-06-30$34,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$100,371
Contract administrator fees2018-06-30$3,312
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2018-06-30160765486
2017 : BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$233,166
Total of all expenses incurred2017-06-30$93,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$92,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$140,838
Value of total assets at end of year2017-06-30$900,063
Value of total assets at beginning of year2017-06-30$760,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,223
Total interest from all sources2017-06-30$660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$100,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$43,137
Participant contributions at end of year2017-06-30$1,651
Participant contributions at beginning of year2017-06-30$1,410
Assets. Loans (other than to participants) at end of year2017-06-30$22,423
Assets. Loans (other than to participants) at beginning of year2017-06-30$14,363
Other income not declared elsewhere2017-06-30$172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$139,866
Value of net assets at end of year (total assets less liabilities)2017-06-30$900,063
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$760,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$841,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$711,854
Interest on participant loans2017-06-30$660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$91,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$97,701
Employer contributions (assets) at end of year2017-06-30$34,894
Employer contributions (assets) at beginning of year2017-06-30$32,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$92,077
Contract administrator fees2017-06-30$1,223
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2017-06-30160765486
2016 : BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$218,388
Total of all expenses incurred2016-06-30$24,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$24,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$231,312
Value of total assets at end of year2016-06-30$760,197
Value of total assets at beginning of year2016-06-30$566,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$368
Total interest from all sources2016-06-30$74
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$100,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$29,588
Participant contributions at end of year2016-06-30$1,410
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$105,434
Assets. Loans (other than to participants) at end of year2016-06-30$14,363
Assets. Loans (other than to participants) at beginning of year2016-06-30$2,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$193,876
Value of net assets at end of year (total assets less liabilities)2016-06-30$760,197
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$566,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$711,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$554,067
Interest on participant loans2016-06-30$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-12,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$96,290
Employer contributions (assets) at end of year2016-06-30$32,570
Employer contributions (assets) at beginning of year2016-06-30$9,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$24,144
Contract administrator fees2016-06-30$368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30LUMSDEN MCCORMICK
Accountancy firm EIN2016-06-30160765486
2015 : BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$102,045
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$80,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$80,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$95,415
Value of total assets at end of year2015-06-30$566,321
Value of total assets at beginning of year2015-06-30$545,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$365
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$50,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$18,601
Participant contributions at end of year2015-06-30$2,420
Participant contributions at beginning of year2015-06-30$12,255
Participant contributions at beginning of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$21,058
Value of net assets at end of year (total assets less liabilities)2015-06-30$566,321
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$545,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$554,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$533,008
Interest on participant loans2015-06-30$365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$6,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$76,814
Employer contributions (assets) at end of year2015-06-30$9,834
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$80,987
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30LUMSDEN MCCORMICK
Accountancy firm EIN2015-06-30160765486
2014 : BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$182,395
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$278,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$278,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$100,954
Value of total assets at end of year2014-06-30$545,263
Value of total assets at beginning of year2014-06-30$641,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$342
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$70,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$26,307
Participant contributions at end of year2014-06-30$12,255
Participant contributions at beginning of year2014-06-30$16,160
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-96,478
Value of net assets at end of year (total assets less liabilities)2014-06-30$545,263
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$641,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$533,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$625,581
Interest on participant loans2014-06-30$342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$81,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$74,647
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$278,873
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LUMBSDEN MCCORMICK
Accountancy firm EIN2014-06-30160765486

Form 5500 Responses for BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN

2021: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BOYS & GIRLS CLUBS OF BUFFALO, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes

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