401k Plan data: TAX DEFERRED ANNUITY PLAN OF THE ARC

TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER
Plan identification number	002

TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE ARC GLOUCESTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE ARC GLOUCESTER, INC.

Employer identification number (EIN): 210697151

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 ANA RIVERA
002 2016-01-01 ANA RIVERA 2017-10-12 ANA RIVERA 2017-10-12
002 2015-01-01 ANA RIVERA 2016-10-14 ANA RIVERA 2016-10-14
002 2014-01-01 ANA RIVERA 2015-10-14
002 2014-01-01 ANA RIVERA 2015-10-14 ANA RIVERA 2015-10-14
002 2013-01-01 ANA RIVERA 2014-10-15 ANA RIVERA 2014-10-15
002 2012-01-01 ANA RIVERA 2013-10-15 ANA RIVERA 2013-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2018-01-01
002	2018-01-01
002	2017-01-01	ANA RIVERA
002	2016-01-01	ANA RIVERA	2017-10-12	ANA RIVERA	2017-10-12
002	2015-01-01	ANA RIVERA	2016-10-14	ANA RIVERA	2016-10-14
002	2014-01-01	ANA RIVERA	2015-10-14
002	2014-01-01	ANA RIVERA	2015-10-14	ANA RIVERA	2015-10-14
002	2013-01-01	ANA RIVERA	2014-10-15	ANA RIVERA	2014-10-15
002	2012-01-01	ANA RIVERA	2013-10-15	ANA RIVERA	2013-10-15

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER

Measure Date Value
2022: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2022 401k membership
Total participants, beginning-of-year 2022-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 188
Number of other retired or separated participants entitled to future benefits 2022-01-01 83
Total of all active and inactive participants 2022-01-01 271
Total participants 2022-01-01 271
Number of participants with account balances 2022-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2021 401k membership
Total participants, beginning-of-year 2021-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 182
Number of other retired or separated participants entitled to future benefits 2021-01-01 71
Total of all active and inactive participants 2021-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 257
Number of participants with account balances 2021-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2020 401k membership
Total participants, beginning-of-year 2020-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 199
Number of other retired or separated participants entitled to future benefits 2020-01-01 60
Total of all active and inactive participants 2020-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 261
Number of participants with account balances 2020-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2019 401k membership
Total participants, beginning-of-year 2019-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 214
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 255
Number of participants with account balances 2019-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2018 401k membership
Total participants, beginning-of-year 2018-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 218
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 241
Total participants 2018-01-01 241
Number of participants with account balances 2018-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 19
2017: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2017 401k membership
Total participants, beginning-of-year 2017-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 198
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 219
Number of participants with account balances 2017-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7

Measure	Date	Value
2022: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2022 401k membership
Total participants, beginning-of-year	2022-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	188
Number of other retired or separated participants entitled to future benefits	2022-01-01	83
Total of all active and inactive participants	2022-01-01	271
Total participants	2022-01-01	271
Number of participants with account balances	2022-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2021 401k membership
Total participants, beginning-of-year	2021-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	182
Number of other retired or separated participants entitled to future benefits	2021-01-01	71
Total of all active and inactive participants	2021-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	257
Number of participants with account balances	2021-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2020 401k membership
Total participants, beginning-of-year	2020-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	199
Number of other retired or separated participants entitled to future benefits	2020-01-01	60
Total of all active and inactive participants	2020-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	261
Number of participants with account balances	2020-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2019 401k membership
Total participants, beginning-of-year	2019-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	214
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	255
Number of participants with account balances	2019-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2018 401k membership
Total participants, beginning-of-year	2018-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	218
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	241
Total participants	2018-01-01	241
Number of participants with account balances	2018-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	19
2017: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2017 401k membership
Total participants, beginning-of-year	2017-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	198
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	219
Number of participants with account balances	2017-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER

Measure	Date	Value
2022 : TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-32,520
Total of all expenses incurred	2022-12-31	$278,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$276,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$600,886
Value of total assets at end of year	2022-12-31	$6,516,604
Value of total assets at beginning of year	2022-12-31	$6,827,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,708
Total interest from all sources	2022-12-31	$31,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$114,208
Participant contributions at end of year	2022-12-31	$316,703
Participant contributions at beginning of year	2022-12-31	$299,651
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$14,790
Administrative expenses (other) incurred	2022-12-31	$1,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-311,168
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,516,604
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,827,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,671,256
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,110,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$31,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,528,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,417,468
Net investment gain/loss from pooled separate accounts	2022-12-31	$-665,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$471,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$276,940
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORD SCOTT AND ASSOCIATES, L.L.C.
Accountancy firm EIN	2022-12-31	222087086
2021 : TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,171,108
Total of all expenses incurred	2021-12-31	$320,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$317,277
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$562,509
Value of total assets at end of year	2021-12-31	$6,827,772
Value of total assets at beginning of year	2021-12-31	$5,977,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,993
Total interest from all sources	2021-12-31	$44,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$472,761
Amount contributed by the employer to the plan for this plan year	2021-12-31	$472,761
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$89,748
Participant contributions at end of year	2021-12-31	$299,651
Participant contributions at beginning of year	2021-12-31	$294,963
Administrative expenses (other) incurred	2021-12-31	$1,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$850,668
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,827,772
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,977,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,110,653
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,310,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$44,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,417,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,371,280
Net investment gain/loss from pooled separate accounts	2021-12-31	$564,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$472,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$317,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORD SCOTT AND ASSOCIATES, L.L.C.
Accountancy firm EIN	2021-12-31	222087086
2020 : TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,032,369
Total of all expenses incurred	2020-12-31	$927,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$914,254
Expenses. Certain deemed distributions of participant loans	2020-12-31	$11,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$538,904
Value of total assets at end of year	2020-12-31	$5,977,104
Value of total assets at beginning of year	2020-12-31	$5,872,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,859
Total interest from all sources	2020-12-31	$44,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$453,466
Amount contributed by the employer to the plan for this plan year	2020-12-31	$453,466
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$85,438
Participant contributions at end of year	2020-12-31	$294,963
Participant contributions at beginning of year	2020-12-31	$411,240
Administrative expenses (other) incurred	2020-12-31	$1,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$104,642
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,977,104
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,872,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,310,861
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,277,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$44,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,371,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,183,636
Net investment gain/loss from pooled separate accounts	2020-12-31	$449,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$453,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$914,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FORD SCOTT AND ASSOCIATES, L.L.C.
Accountancy firm EIN	2020-12-31	222087086
2019 : TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,327,185
Total income from all sources (including contributions)	2019-12-31	$1,327,185
Total of all expenses incurred	2019-12-31	$619,451
Total of all expenses incurred	2019-12-31	$619,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$617,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$617,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$675,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$675,316
Value of total assets at end of year	2019-12-31	$5,872,462
Value of total assets at end of year	2019-12-31	$5,872,462
Value of total assets at beginning of year	2019-12-31	$5,164,728
Value of total assets at beginning of year	2019-12-31	$5,164,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,774
Total interest from all sources	2019-12-31	$51,918
Total interest from all sources	2019-12-31	$51,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$442,728
Amount contributed by the employer to the plan for this plan year	2019-12-31	$442,728
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$82,311
Contributions received from participants	2019-12-31	$82,311
Participant contributions at end of year	2019-12-31	$411,240
Participant contributions at end of year	2019-12-31	$411,240
Participant contributions at beginning of year	2019-12-31	$426,614
Participant contributions at beginning of year	2019-12-31	$426,614
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$150,277
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$150,277
Administrative expenses (other) incurred	2019-12-31	$1,774
Administrative expenses (other) incurred	2019-12-31	$1,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$707,734
Value of net income/loss	2019-12-31	$707,734
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,872,462
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,872,462
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,164,728
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,164,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,277,586
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,277,586
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,663,156
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,663,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$51,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$51,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,183,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,183,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,074,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,074,958
Net investment gain/loss from pooled separate accounts	2019-12-31	$599,951
Net investment gain/loss from pooled separate accounts	2019-12-31	$599,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$442,728
Contributions received in cash from employer	2019-12-31	$442,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$617,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$617,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FORD SCOTT AND ASSOCIATES, L.L.C.
Accountancy firm name	2019-12-31	FORD SCOTT AND ASSOCIATES, L.L.C.
Accountancy firm EIN	2019-12-31	222087086
Accountancy firm EIN	2019-12-31	222087086
2018 : TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$504,367
Total of all expenses incurred	2018-12-31	$649,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$647,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$656,568
Value of total assets at end of year	2018-12-31	$5,164,728
Value of total assets at beginning of year	2018-12-31	$5,309,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,597
Total interest from all sources	2018-12-31	$35,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$354,000
Amount contributed by the employer to the plan for this plan year	2018-12-31	$354,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$86,082
Participant contributions at end of year	2018-12-31	$426,614
Participant contributions at beginning of year	2018-12-31	$395,300
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$216,486
Administrative expenses (other) incurred	2018-12-31	$1,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-144,940
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,164,728
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,309,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,663,156
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,852,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$35,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,074,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,062,334
Net investment gain/loss from pooled separate accounts	2018-12-31	$-187,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$354,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$647,710
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FORD SCOTT AND ASSOCIATES, L.L.C.
Accountancy firm EIN	2018-12-31	222087086
2017 : TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2017 401k financial data
Total income from all sources	2017-12-31	$4,826,973
Expenses. Total of all expenses incurred	2017-12-31	$358,359
Benefits paid (including direct rollovers)	2017-12-31	$341,086
Total plan assets at end of year	2017-12-31	$5,309,668
Total plan assets at beginning of year	2017-12-31	$841,054
Value of fidelity bond covering the plan	2017-12-31	$1,700,000
Total contributions received or receivable from participants	2017-12-31	$74,842
Expenses. Other expenses not covered elsewhere	2017-12-31	$13,288
Contributions received from other sources (not participants or employers)	2017-12-31	$4,313,866
Other income received	2017-12-31	$211,778
Net income (gross income less expenses)	2017-12-31	$4,468,614
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,309,668
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$841,054
Assets. Value of participant loans	2017-12-31	$395,300
Total contributions received or receivable from employer(s)	2017-12-31	$226,487
Value of certain deemed distributions of participant loans	2017-12-31	$3,985
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$226,487
Amount contributed by the employer to the plan for this plan year	2017-12-31	$226,487

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER

2022: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: TAX DEFERRED ANNUITY PLAN OF THE ARC - GLOUCESTER 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

052839-K

Policy instance

Insurance contract or identification number	052839-K
Number of Individuals Covered	272
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of fees paid to insurance company	USD $279
Are there contracts with allocated funds for group deferred annuity?	Yes
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	279
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

052839-K

Policy instance

Insurance contract or identification number	052839-K
Number of Individuals Covered	241
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $2,209
Are there contracts with allocated funds for group deferred annuity?	Yes
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2209
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

052839-K

Policy instance

Insurance contract or identification number	052839-K
Number of Individuals Covered	233
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $2,209
Are there contracts with allocated funds for group deferred annuity?	Yes
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2209
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

052839-K

Policy instance

Insurance contract or identification number	052839-K
Number of Individuals Covered	225
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $1,321
Are there contracts with allocated funds for group deferred annuity?	Yes
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1321
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

052839-K

Policy instance

Insurance contract or identification number	052839-K
Number of Individuals Covered	215
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $22,492
Are there contracts with allocated funds for group deferred annuity?	Yes
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	22492
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

052839-K

Policy instance

Insurance contract or identification number	052839-K
Number of Individuals Covered	219
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of fees paid to insurance company	USD $619
Are there contracts with allocated funds for group deferred annuity?	Yes
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	619
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PARSIPPANY REGIONAL OFFICE

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Company Name:	THE ARC GLOUCESTER, INC.
Employer identification number (EIN):	210697151
NAIC Classification:	624100
NAIC Description:	Individual and Family Services