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403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 401k Plan overview

Plan Name403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY
Plan identification number 003

403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY Benefits

401k Plan TypeDefined 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 OF ATLANTIC COUNTY has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF ATLANTIC COUNTY
Employer identification number (EIN):221779284
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01PATRICIA L JONES2022-10-17
0032020-01-01PATRICIA L JONES2021-10-14
0032019-01-01PATRICIA L JONES2020-10-15
0032018-01-01PATRICIA L JONES2019-10-14
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01MICHAEL J. DAVID-WILSON
0032011-01-01DEBORAH DAVIES
0032010-01-01DEBORAH DAVIES
0032009-01-01DEBORAH DAVIES

Plan Statistics for 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY

401k plan membership statisitcs for 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY

Measure Date Value
2022: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2022 401k membership
Total participants, beginning-of-year2022-01-01227
Total number of active participants reported on line 7a of the Form 55002022-01-01149
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01103
Total of all active and inactive participants2022-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01253
Number of participants with account balances2022-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2021 401k membership
Total participants, beginning-of-year2021-01-01231
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01227
Number of participants with account balances2021-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01231
Number of participants with account balances2020-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2019 401k membership
Total participants, beginning-of-year2019-01-01227
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01222
Number of participants with account balances2019-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2018 401k membership
Total participants, beginning-of-year2018-01-01203
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01227
Number of participants with account balances2018-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2017 401k membership
Total participants, beginning-of-year2017-01-01190
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01203
Number of participants with account balances2017-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01152
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01190
Number of participants with account balances2016-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-01135
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01180
Number of participants with account balances2015-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2014 401k membership
Total participants, beginning-of-year2014-01-01154
Total number of active participants reported on line 7a of the Form 55002014-01-01126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01167
Number of participants with account balances2014-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2013 401k membership
Total participants, beginning-of-year2013-01-01150
Total number of active participants reported on line 7a of the Form 55002013-01-01123
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01154
Number of participants with account balances2013-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2012 401k membership
Total participants, beginning-of-year2012-01-01118
Total number of active participants reported on line 7a of the Form 55002012-01-01123
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01150
Total participants2012-01-01150
Number of participants with account balances2012-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2011 401k membership
Total participants, beginning-of-year2011-01-01114
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01118
Total participants2011-01-01118
Number of participants with account balances2011-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2010 401k membership
Total participants, beginning-of-year2010-01-01105
Total number of active participants reported on line 7a of the Form 55002010-01-0195
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01106
Total participants2010-01-01106
Number of participants with account balances2010-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01171
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01180
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY

Measure Date Value
2022 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$53,694
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$202,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$200,722
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$487,187
Value of total assets at end of year2022-12-31$3,934,052
Value of total assets at beginning of year2022-12-31$4,083,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,218
Total interest from all sources2022-12-31$3,691
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$151,382
Participant contributions at end of year2022-12-31$129,307
Participant contributions at beginning of year2022-12-31$125,183
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,913
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$2,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-149,246
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,934,052
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,083,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,474,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,622,488
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$3,691
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,330,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,335,627
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-437,184
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$326,892
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$200,722
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLMAN FRENIA ALLISON, PC
Accountancy firm EIN2022-12-31223480145
2021 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$833,250
Total of all expenses incurred2021-12-31$336,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$333,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$490,967
Value of total assets at end of year2021-12-31$4,101,758
Value of total assets at beginning of year2021-12-31$3,604,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,569
Total interest from all sources2021-12-31$14,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$331,087
Amount contributed by the employer to the plan for this plan year2021-12-31$331,087
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$152,487
Participant contributions at end of year2021-12-31$125,183
Participant contributions at beginning of year2021-12-31$150,393
Participant contributions at end of year2021-12-31$5,865
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$496,874
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,101,758
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,604,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,622,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,188,841
Interest on participant loans2021-12-31$5,102
Interest earned on other investments2021-12-31$8,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,335,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,265,650
Net investment gain/loss from pooled separate accounts2021-12-31$328,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$331,087
Employer contributions (assets) at end of year2021-12-31$12,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$333,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN2021-12-31222097516
2020 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$682,212
Total of all expenses incurred2020-12-31$155,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$153,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$407,886
Value of total assets at end of year2020-12-31$3,604,884
Value of total assets at beginning of year2020-12-31$3,078,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,504
Total interest from all sources2020-12-31$13,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$292,637
Amount contributed by the employer to the plan for this plan year2020-12-31$292,637
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$115,249
Participant contributions at end of year2020-12-31$150,393
Participant contributions at beginning of year2020-12-31$169,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$526,633
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,604,884
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,078,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,188,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,723,537
Interest on participant loans2020-12-31$6,219
Interest earned on other investments2020-12-31$7,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,265,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,185,067
Net investment gain/loss from pooled separate accounts2020-12-31$260,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$292,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$153,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN2020-12-31222097516
2019 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$699,337
Total income from all sources (including contributions)2019-12-31$699,337
Total of all expenses incurred2019-12-31$221,395
Total of all expenses incurred2019-12-31$221,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$219,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$386,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$386,894
Value of total assets at end of year2019-12-31$3,078,251
Value of total assets at end of year2019-12-31$3,078,251
Value of total assets at beginning of year2019-12-31$2,600,309
Value of total assets at beginning of year2019-12-31$2,600,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,329
Total interest from all sources2019-12-31$23,098
Total interest from all sources2019-12-31$23,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$262,639
Amount contributed by the employer to the plan for this plan year2019-12-31$262,639
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$117,255
Contributions received from participants2019-12-31$117,255
Participant contributions at end of year2019-12-31$169,647
Participant contributions at end of year2019-12-31$169,647
Participant contributions at beginning of year2019-12-31$193,924
Participant contributions at beginning of year2019-12-31$193,924
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,000
Other income not declared elsewhere2019-12-31$4,132
Other income not declared elsewhere2019-12-31$4,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$477,942
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,078,251
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,078,251
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,600,309
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,600,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,329
Investment advisory and management fees2019-12-31$2,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,723,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,723,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,303,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,303,762
Interest on participant loans2019-12-31$7,974
Interest on participant loans2019-12-31$7,974
Interest earned on other investments2019-12-31$15,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,185,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,185,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,102,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,102,623
Net investment gain/loss from pooled separate accounts2019-12-31$285,213
Net investment gain/loss from pooled separate accounts2019-12-31$285,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$262,639
Contributions received in cash from employer2019-12-31$262,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$219,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$219,066
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm name2019-12-31CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN2019-12-31222097516
Accountancy firm EIN2019-12-31222097516
2018 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$320,212
Total of all expenses incurred2018-12-31$199,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$197,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$400,096
Value of total assets at end of year2018-12-31$2,600,309
Value of total assets at beginning of year2018-12-31$2,479,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,000
Total interest from all sources2018-12-31$12,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$258,965
Amount contributed by the employer to the plan for this plan year2018-12-31$258,965
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$122,371
Participant contributions at end of year2018-12-31$193,924
Participant contributions at beginning of year2018-12-31$194,357
Participant contributions at beginning of year2018-12-31$4,657
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$121,081
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,600,309
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,479,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,303,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,255,634
Interest on participant loans2018-12-31$7,069
Interest earned on other investments2018-12-31$5,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,102,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,014,813
Net investment gain/loss from pooled separate accounts2018-12-31$-92,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$258,965
Employer contributions (assets) at beginning of year2018-12-31$9,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$197,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN2018-12-31222097516
2017 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$544,141
Total of all expenses incurred2017-12-31$769,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$767,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$376,091
Value of total assets at end of year2017-12-31$2,479,228
Value of total assets at beginning of year2017-12-31$2,704,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,816
Total interest from all sources2017-12-31$12,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,700,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$238,591
Amount contributed by the employer to the plan for this plan year2017-12-31$238,591
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$113,866
Participant contributions at end of year2017-12-31$194,357
Participant contributions at beginning of year2017-12-31$156,511
Participant contributions at end of year2017-12-31$4,657
Participant contributions at beginning of year2017-12-31$4,526
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-225,357
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,479,228
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,704,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,255,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,479,014
Interest on participant loans2017-12-31$6,993
Interest earned on other investments2017-12-31$5,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,014,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,055,025
Net investment gain/loss from pooled separate accounts2017-12-31$155,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$238,591
Employer contributions (assets) at end of year2017-12-31$9,767
Employer contributions (assets) at beginning of year2017-12-31$9,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$767,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN2017-12-31222097516
2016 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,109,777
Total of all expenses incurred2016-12-31$224,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$222,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,002,302
Value of total assets at end of year2016-12-31$2,704,585
Value of total assets at beginning of year2016-12-31$1,819,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,899
Total interest from all sources2016-12-31$10,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,700,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$224,971
Amount contributed by the employer to the plan for this plan year2016-12-31$224,971
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$103,069
Participant contributions at end of year2016-12-31$156,511
Participant contributions at beginning of year2016-12-31$100,097
Participant contributions at end of year2016-12-31$4,526
Participant contributions at beginning of year2016-12-31$3,599
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$674,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$885,433
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,704,585
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,819,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,479,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$968,007
Interest on participant loans2016-12-31$4,432
Interest earned on other investments2016-12-31$6,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,055,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$739,247
Net investment gain/loss from pooled separate accounts2016-12-31$96,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$224,971
Employer contributions (assets) at end of year2016-12-31$9,509
Employer contributions (assets) at beginning of year2016-12-31$8,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$222,445
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN2016-12-31222097516
2015 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$272,439
Total of all expenses incurred2015-12-31$108,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$106,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$274,987
Value of total assets at end of year2015-12-31$1,819,152
Value of total assets at beginning of year2015-12-31$1,654,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,405
Total interest from all sources2015-12-31$8,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$179,036
Amount contributed by the employer to the plan for this plan year2015-12-31$179,036
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$95,951
Participant contributions at end of year2015-12-31$100,097
Participant contributions at beginning of year2015-12-31$88,541
Participant contributions at end of year2015-12-31$3,599
Participant contributions at beginning of year2015-12-31$3,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$164,298
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,819,152
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,654,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$968,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$834,335
Interest on participant loans2015-12-31$3,579
Interest earned on other investments2015-12-31$5,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$739,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$720,730
Net investment gain/loss from pooled separate accounts2015-12-31$-11,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$179,036
Employer contributions (assets) at end of year2015-12-31$8,202
Employer contributions (assets) at beginning of year2015-12-31$7,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$106,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN2015-12-31222097516
2014 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$340,573
Total of all expenses incurred2014-12-31$207,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$206,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$282,233
Value of total assets at end of year2014-12-31$1,654,854
Value of total assets at beginning of year2014-12-31$1,521,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$450
Total interest from all sources2014-12-31$7,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$191,098
Amount contributed by the employer to the plan for this plan year2014-12-31$191,098
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$91,135
Participant contributions at end of year2014-12-31$88,541
Participant contributions at beginning of year2014-12-31$93,164
Participant contributions at end of year2014-12-31$3,677
Participant contributions at beginning of year2014-12-31$3,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$133,286
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,654,854
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,521,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$450
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$834,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$742,029
Interest on participant loans2014-12-31$4,964
Interest earned on other investments2014-12-31$2,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$720,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$675,537
Net investment gain/loss from pooled separate accounts2014-12-31$50,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$191,098
Employer contributions (assets) at end of year2014-12-31$7,571
Employer contributions (assets) at beginning of year2014-12-31$7,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$206,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CAPALDI REYNOLDS & PELOSI P.A.
Accountancy firm EIN2014-12-31222097516
2013 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$489,786
Total of all expenses incurred2013-12-31$404,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$404,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$359,856
Value of total assets at end of year2013-12-31$1,521,568
Value of total assets at beginning of year2013-12-31$1,436,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$450
Total interest from all sources2013-12-31$7,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$201,283
Amount contributed by the employer to the plan for this plan year2013-12-31$201,283
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$77,881
Participant contributions at end of year2013-12-31$93,164
Participant contributions at beginning of year2013-12-31$80,547
Participant contributions at end of year2013-12-31$3,391
Participant contributions at beginning of year2013-12-31$3,214
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$80,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$84,866
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,521,568
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,436,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$450
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$742,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$688,900
Interest on participant loans2013-12-31$3,825
Interest earned on other investments2013-12-31$4,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$675,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$656,134
Net investment gain/loss from pooled separate accounts2013-12-31$122,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$201,283
Employer contributions (assets) at end of year2013-12-31$7,447
Employer contributions (assets) at beginning of year2013-12-31$7,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$404,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CAPALDI REYNOLDS & PELOSI P.A.
Accountancy firm EIN2013-12-31222097516
2012 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$345,527
Total of all expenses incurred2012-12-31$27,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$272,396
Value of total assets at end of year2012-12-31$1,436,702
Value of total assets at beginning of year2012-12-31$1,119,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$350
Total interest from all sources2012-12-31$10,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$3,477
Minimum employer required contribution for this plan year2012-12-31$188,863
Amount contributed by the employer to the plan for this plan year2012-12-31$185,386
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$87,010
Participant contributions at end of year2012-12-31$80,547
Participant contributions at beginning of year2012-12-31$59,671
Participant contributions at end of year2012-12-31$3,214
Participant contributions at beginning of year2012-12-31$4,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$317,662
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,436,702
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,119,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$350
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$688,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$560,726
Interest on participant loans2012-12-31$3,201
Interest earned on other investments2012-12-31$7,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$656,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$487,798
Net investment gain/loss from pooled separate accounts2012-12-31$62,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$185,386
Employer contributions (assets) at end of year2012-12-31$7,907
Employer contributions (assets) at beginning of year2012-12-31$6,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$27,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CAPALDI REYNOLDS & PELOSI P.A.
Accountancy firm EIN2012-12-31222097516
2011 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$272,501
Total of all expenses incurred2011-12-31$56,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$56,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$263,832
Value of total assets at end of year2011-12-31$1,119,040
Value of total assets at beginning of year2011-12-31$902,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$50
Total interest from all sources2011-12-31$9,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$176,428
Amount contributed by the employer to the plan for this plan year2011-12-31$176,428
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$87,404
Participant contributions at end of year2011-12-31$59,671
Participant contributions at beginning of year2011-12-31$36,535
Participant contributions at end of year2011-12-31$4,353
Participant contributions at beginning of year2011-12-31$3,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$216,056
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,119,040
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$902,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$560,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$474,867
Interest on participant loans2011-12-31$4,097
Interest earned on other investments2011-12-31$5,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$487,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$382,430
Net investment gain/loss from pooled separate accounts2011-12-31$-976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$176,428
Employer contributions (assets) at end of year2011-12-31$6,492
Employer contributions (assets) at beginning of year2011-12-31$6,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$56,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CAPALDI REYNOLDS & PELOSI P.A.
Accountancy firm EIN2011-12-31222097516
2010 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$317,943
Total of all expenses incurred2010-12-31$11,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$253,603
Value of total assets at end of year2010-12-31$902,984
Value of total assets at beginning of year2010-12-31$596,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$100
Total interest from all sources2010-12-31$8,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$81,943
Amount contributed by the employer to the plan for this plan year2010-12-31$81,943
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$81,943
Participant contributions at end of year2010-12-31$36,535
Participant contributions at beginning of year2010-12-31$8,487
Participant contributions at end of year2010-12-31$3,057
Participant contributions at beginning of year2010-12-31$3,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$306,188
Value of net assets at end of year (total assets less liabilities)2010-12-31$902,984
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$596,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$100
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$474,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$409,765
Interest earned on other investments2010-12-31$8,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$382,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$167,902
Net investment gain/loss from pooled separate accounts2010-12-31$55,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$171,660
Employer contributions (assets) at end of year2010-12-31$6,095
Employer contributions (assets) at beginning of year2010-12-31$7,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CAPALDI REYNOLDS PELOSI PA
Accountancy firm EIN2010-12-31222097516
2009 : 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$252,281
Amount contributed by the employer to the plan for this plan year2009-12-31$252,281

Form 5500 Responses for 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY

2022: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN THE ARC OF ATLANTIC COUNTY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722
Policy instance 1
Insurance contract or identification number057722
Number of Individuals Covered151
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $233
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees233
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered227
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,276
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1276
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP.PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered231
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,276
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1276
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered222
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $838
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees838
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered227
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,935
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1935
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered203
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,083
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5083
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered180
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $321
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees321
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered167
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $331
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees331
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered154
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $422
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees422
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered150
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $622
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees169
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePAUL G. DARATA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered118
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $904
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057722-D
Policy instance 1
Insurance contract or identification number057722-D
Number of Individuals Covered106
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $496
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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