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ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 401k Plan overview

Plan NameODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN
Plan identification number 002

ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN Benefits

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

401k Sponsoring company profile

ODD FELLOWS HOME OF PA has sponsored the creation of one or more 401k plans.

Company Name:ODD FELLOWS HOME OF PA
Employer identification number (EIN):231356232
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LU ANN ISHAQ
0022016-01-01LU ANN ISHAQ
0022015-01-01LU ANN ISHAQ
0022014-01-01LU ANN ISHAQ LU ANN ISHAQ2015-10-14
0022013-01-01LU ANN ISHAQ2014-08-06 LU ANN ISHAQ2014-08-06
0022012-01-01LU ANN ISHAQ
0022011-01-01LU ANN ISHAQ
0022009-01-01BONNIE MAULDIN

Plan Statistics for ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN

401k plan membership statisitcs for ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN

Measure Date Value
2022: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01159
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01137
Number of participants with account balances2022-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01160
Total number of active participants reported on line 7a of the Form 55002021-01-01125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01149
Number of participants with account balances2021-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01154
Total number of active participants reported on line 7a of the Form 55002020-01-01121
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01135
Number of participants with account balances2020-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01144
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01110
Number of participants with account balances2019-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01162
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01136
Number of participants with account balances2018-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01168
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01157
Number of participants with account balances2017-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01241
Total number of active participants reported on line 7a of the Form 55002016-01-01121
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01156
Number of participants with account balances2016-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01244
Total number of active participants reported on line 7a of the Form 55002015-01-01131
Number of retired or separated participants receiving benefits2015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01241
Number of participants with account balances2015-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01231
Total number of active participants reported on line 7a of the Form 55002014-01-01142
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01242
Number of participants with account balances2014-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01197
Total number of active participants reported on line 7a of the Form 55002013-01-01162
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01229
Number of participants with account balances2013-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01169
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01190
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01139
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01171
Number of participants with account balances2011-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01136
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01127
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN

Measure Date Value
2022 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-83,353
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$50,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$35,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$254,005
Value of total assets at end of year2022-12-31$2,206,634
Value of total assets at beginning of year2022-12-31$2,340,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,448
Total interest from all sources2022-12-31$461
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$220,000
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$158,726
Participant contributions at end of year2022-12-31$4,020
Participant contributions at beginning of year2022-12-31$11,373
Participant contributions at end of year2022-12-31$10
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-133,788
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,206,634
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,340,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,594,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,319,962
Interest on participant loans2022-12-31$461
Value of interest in common/collective trusts at end of year2022-12-31$592,199
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$9,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-348,516
Net investment gain or loss from common/collective trusts2022-12-31$10,697
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$95,279
Employer contributions (assets) at end of year2022-12-31$10
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$35,987
Contract administrator fees2022-12-31$14,448
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RKL LLP
Accountancy firm EIN2022-12-31232108173
2021 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$510,999
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$335,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$321,077
Expenses. Certain deemed distributions of participant loans2021-12-31$1,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$204,600
Value of total assets at end of year2021-12-31$2,340,422
Value of total assets at beginning of year2021-12-31$2,165,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,859
Total interest from all sources2021-12-31$990
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$134,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$134,612
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$220,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$125,225
Participant contributions at end of year2021-12-31$11,373
Participant contributions at beginning of year2021-12-31$23,318
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$10,861
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$175,266
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,340,422
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,165,156
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$12,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,319,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,129,662
Interest on participant loans2021-12-31$990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$159,936
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$79,375
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$321,077
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 name2021-12-31RKL LLP
Accountancy firm EIN2021-12-31232108173
2020 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$518,345
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$387,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$369,486
Expenses. Certain deemed distributions of participant loans2020-12-31$3,342
Value of total corrective distributions2020-12-31$3,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$206,540
Value of total assets at end of year2020-12-31$2,165,156
Value of total assets at beginning of year2020-12-31$2,033,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,217
Total interest from all sources2020-12-31$1,691
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$70,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$70,783
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$125,118
Participant contributions at end of year2020-12-31$23,318
Participant contributions at beginning of year2020-12-31$33,424
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$9,675
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$131,189
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,165,156
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,033,967
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$11,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,129,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,988,526
Interest on participant loans2020-12-31$1,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$229,656
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$81,422
Employer contributions (assets) at end of year2020-12-31$1,192
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$369,486
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 name2020-12-31RKL LLP
Accountancy firm EIN2020-12-31232108173
2019 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$492,344
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$185,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$172,284
Value of total corrective distributions2019-12-31$2,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$143,788
Value of total assets at end of year2019-12-31$2,033,967
Value of total assets at beginning of year2019-12-31$1,727,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,244
Total interest from all sources2019-12-31$1,220
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$88,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$88,117
Administrative expenses professional fees incurred2019-12-31$9,173
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$105,385
Participant contributions at end of year2019-12-31$33,424
Participant contributions at beginning of year2019-12-31$25,644
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$5,483
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$9,173
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$306,732
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,033,967
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,727,235
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,988,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,679,461
Interest on participant loans2019-12-31$1,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$15,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$15,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$250,046
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$29,014
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$172,284
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RKL LLP
Accountancy firm EIN2019-12-31232108173
2018 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$28,822
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$40,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$39,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$113,934
Value of total assets at end of year2018-12-31$1,727,235
Value of total assets at beginning of year2018-12-31$1,739,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,050
Total interest from all sources2018-12-31$1,448
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$93,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$93,321
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$90,011
Participant contributions at end of year2018-12-31$25,644
Participant contributions at beginning of year2018-12-31$39,806
Participant contributions at end of year2018-12-31$5,483
Participant contributions at beginning of year2018-12-31$2,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,727,235
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,739,292
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$1,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,679,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,679,860
Interest on participant loans2018-12-31$1,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$15,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$16,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$16,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-179,881
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$23,923
Employer contributions (assets) at end of year2018-12-31$1,071
Employer contributions (assets) at beginning of year2018-12-31$918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$39,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31RKL LLP
Accountancy firm EIN2018-12-31232108173
2017 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$372,860
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$115,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$100,692
Value of total corrective distributions2017-12-31$13,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$119,240
Value of total assets at end of year2017-12-31$1,739,292
Value of total assets at beginning of year2017-12-31$1,481,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,024
Total interest from all sources2017-12-31$1,188
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$63,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$63,369
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$75,049
Participant contributions at end of year2017-12-31$39,806
Participant contributions at beginning of year2017-12-31$27,525
Participant contributions at end of year2017-12-31$2,670
Participant contributions at beginning of year2017-12-31$4,054
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$562
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$257,307
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,739,292
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,481,985
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$1,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,679,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,435,503
Interest on participant loans2017-12-31$1,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$16,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$13,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$189,063
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$24,341
Employer contributions (assets) at end of year2017-12-31$918
Employer contributions (assets) at beginning of year2017-12-31$1,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$100,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31RKL LLP
Accountancy firm EIN2017-12-31232108173
2016 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$259,179
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$232,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$229,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$142,770
Value of total assets at end of year2016-12-31$1,481,985
Value of total assets at beginning of year2016-12-31$1,455,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,423
Total interest from all sources2016-12-31$870
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$51,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$51,142
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$116,674
Participant contributions at end of year2016-12-31$27,525
Participant contributions at beginning of year2016-12-31$27,504
Participant contributions at end of year2016-12-31$4,054
Participant contributions at beginning of year2016-12-31$3,766
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$625
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$26,316
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,481,985
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,455,669
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$3,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,435,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,411,586
Interest on participant loans2016-12-31$870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$64,397
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$26,096
Employer contributions (assets) at end of year2016-12-31$1,089
Employer contributions (assets) at beginning of year2016-12-31$1,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$229,440
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 name2016-12-31PADDEN, GUERRINI & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31232290841
2015 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$156,387
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$115,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$114,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$165,031
Value of total assets at end of year2015-12-31$1,455,669
Value of total assets at beginning of year2015-12-31$1,415,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,859
Total interest from all sources2015-12-31$1,092
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$70,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$70,324
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$134,858
Participant contributions at end of year2015-12-31$27,504
Participant contributions at beginning of year2015-12-31$29,387
Participant contributions at end of year2015-12-31$3,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$494
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$40,527
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,455,669
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,415,142
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$1,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,411,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,354,081
Interest on participant loans2015-12-31$1,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$31,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$31,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-80,060
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$30,173
Employer contributions (assets) at end of year2015-12-31$1,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$114,001
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 name2015-12-31PADDEN, GUERRINI & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31232290841
2014 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$223,888
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$86,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$85,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$150,788
Value of total assets at end of year2014-12-31$1,415,142
Value of total assets at beginning of year2014-12-31$1,277,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,570
Total interest from all sources2014-12-31$1,417
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$60,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$60,033
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$124,250
Participant contributions at end of year2014-12-31$29,387
Participant contributions at beginning of year2014-12-31$31,426
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$575
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$137,233
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,415,142
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,277,909
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$1,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,354,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,214,223
Interest on participant loans2014-12-31$1,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$31,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$31,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$31,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,650
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$26,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$85,085
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 name2014-12-31PADDEN, GUERRINI & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31232290841
2013 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$335,729
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$119,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$114,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$110,793
Value of total assets at end of year2013-12-31$1,277,909
Value of total assets at beginning of year2013-12-31$1,061,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,019
Total interest from all sources2013-12-31$5,494
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$37,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$37,402
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$89,463
Participant contributions at end of year2013-12-31$31,426
Participant contributions at beginning of year2013-12-31$30,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$438
Other income not declared elsewhere2013-12-31$575
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$216,624
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,277,909
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,061,285
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$5,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,214,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$996,352
Interest on participant loans2013-12-31$1,207
Interest earned on other investments2013-12-31$4,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$31,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$34,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$34,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$181,465
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$21,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$114,086
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 name2013-12-31SMITH ELLIOTT KEARNS & CO, LLC
Accountancy firm EIN2013-12-31520783935
2012 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$197,561
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$71,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$69,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$85,508
Value of total assets at end of year2012-12-31$1,061,285
Value of total assets at beginning of year2012-12-31$934,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,798
Total interest from all sources2012-12-31$1,337
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$21,705
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$63,007
Participant contributions at end of year2012-12-31$30,478
Participant contributions at beginning of year2012-12-31$29,909
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$438
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,050
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$126,470
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,061,285
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$934,815
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$1,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$996,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$867,919
Interest on participant loans2012-12-31$1,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$34,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$35,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$35,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$89,011
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$22,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$69,293
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 name2012-12-31SMITH ELLIOTT KEARNS & CO, LLC
Accountancy firm EIN2012-12-31520783935
2011 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$75,861
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$160,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$155,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$80,215
Value of total assets at end of year2011-12-31$934,815
Value of total assets at beginning of year2011-12-31$1,019,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,480
Total interest from all sources2011-12-31$5,571
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$18,037
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$58,153
Participant contributions at end of year2011-12-31$29,909
Participant contributions at beginning of year2011-12-31$26,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$503
Total non interest bearing cash at end of year2011-12-31$1,050
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-85,047
Value of net assets at end of year (total assets less liabilities)2011-12-31$934,815
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,019,862
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$5,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$867,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$955,640
Interest on participant loans2011-12-31$1,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$35,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$37,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$37,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,962
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$22,062
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$155,428
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 name2011-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2011-12-31520783935
2010 : ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$213,219
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$180,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$174,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$99,318
Value of total assets at end of year2010-12-31$1,019,862
Value of total assets at beginning of year2010-12-31$987,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,065
Total interest from all sources2010-12-31$4,076
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$18,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$18,659
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$73,837
Participant contributions at end of year2010-12-31$26,525
Participant contributions at beginning of year2010-12-31$7,804
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$459
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$32,651
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,019,862
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$987,211
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$6,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$955,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$926,384
Interest on participant loans2010-12-31$821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$37,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$35,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$35,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$91,166
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$25,481
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$16,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$174,503
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 name2010-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2010-12-31520783935

Form 5500 Responses for ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN

2022: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ODD FELLOWS HOME OF PENNSYLVANIA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number516750-01
Policy instance 1
Insurance contract or identification number516750-01
Number of Individuals Covered86
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $35
Total amount of fees paid to insurance companyUSD $0
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $35
Insurance broker organization code?3

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