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CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN
Plan identification number 002

CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHILD GUIDANCE RESOURCE CENTERS has sponsored the creation of one or more 401k plans.

Company Name:CHILD GUIDANCE RESOURCE CENTERS
Employer identification number (EIN):231490061
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01COLLEEN MCNICHOL2023-04-18
0022020-07-01COLLEEN MCNICHOL2022-04-18
0022019-07-01COLLEEN MCNICHOL2022-04-19
0022018-07-01
0022017-07-01
0022016-07-01COLLEEN MCNICHOL
0022015-07-01COLLEEN MCNICHOL
0022014-07-01COLLEEN MCNICHOL
0022013-07-01BRAD BARRY
0022012-07-01BRAD BARRY
0022011-07-01BRAD BARRY
0022010-07-01BRAD BARRY
0022009-07-01BRAD BARRY
0022009-07-01BRAD BARRY BRAD BARRY2011-04-15

Plan Statistics for CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN

401k plan membership statisitcs for CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN

Measure Date Value
2021: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01563
Total number of active participants reported on line 7a of the Form 55002021-07-01374
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01145
Total of all active and inactive participants2021-07-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01519
Number of participants with account balances2021-07-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0133
2020: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01557
Total number of active participants reported on line 7a of the Form 55002020-07-01344
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01136
Total of all active and inactive participants2020-07-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01480
Number of participants with account balances2020-07-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0130
2019: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01617
Total number of active participants reported on line 7a of the Form 55002019-07-01489
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0182
Total of all active and inactive participants2019-07-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01571
Number of participants with account balances2019-07-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0111
2018: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01586
Total number of active participants reported on line 7a of the Form 55002018-07-01516
Number of retired or separated participants receiving benefits2018-07-01101
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01617
Number of participants with account balances2018-07-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
2017: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01592
Total number of active participants reported on line 7a of the Form 55002017-07-01479
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0186
Total of all active and inactive participants2017-07-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01565
Number of participants with account balances2017-07-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0110
2016: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01598
Total number of active participants reported on line 7a of the Form 55002016-07-01481
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0182
Total of all active and inactive participants2016-07-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01563
Number of participants with account balances2016-07-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0111
2015: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01590
Total number of active participants reported on line 7a of the Form 55002015-07-01477
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0175
Total of all active and inactive participants2015-07-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01552
Number of participants with account balances2015-07-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015
2014: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01694
Total number of active participants reported on line 7a of the Form 55002014-07-01521
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0175
Total of all active and inactive participants2014-07-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01596
Number of participants with account balances2014-07-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0111
2013: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01667
Total number of active participants reported on line 7a of the Form 55002013-07-01489
Number of other retired or separated participants entitled to future benefits2013-07-01112
Total of all active and inactive participants2013-07-01601
Total participants2013-07-01601
Number of participants with account balances2013-07-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0129
2012: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01652
Total number of active participants reported on line 7a of the Form 55002012-07-01439
Number of other retired or separated participants entitled to future benefits2012-07-01149
Total of all active and inactive participants2012-07-01588
Total participants2012-07-01588
Number of participants with account balances2012-07-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0147
2011: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01652
Total number of active participants reported on line 7a of the Form 55002011-07-01439
Number of other retired or separated participants entitled to future benefits2011-07-01149
Total of all active and inactive participants2011-07-01588
Total participants2011-07-01588
Number of participants with account balances2011-07-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0147
2010: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01239
Total number of active participants reported on line 7a of the Form 55002010-07-01159
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0180
Total of all active and inactive participants2010-07-01239
Total participants2010-07-01239
Number of participants with account balances2010-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01149
Total number of active participants reported on line 7a of the Form 55002009-07-01202
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0114
Total of all active and inactive participants2009-07-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01216
Number of participants with account balances2009-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN

Measure Date Value
2022 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-471,708
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$666,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$600,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,220,395
Value of total assets at end of year2022-06-30$12,844,274
Value of total assets at beginning of year2022-06-30$13,982,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$65,528
Total interest from all sources2022-06-30$57,959
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$128,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$128,692
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$569,250
Participant contributions at end of year2022-06-30$366,506
Participant contributions at beginning of year2022-06-30$315,499
Participant contributions at end of year2022-06-30$20,277
Participant contributions at beginning of year2022-06-30$22,381
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$46,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,137,894
Value of net assets at end of year (total assets less liabilities)2022-06-30$12,844,274
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$13,982,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$41,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,789,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$10,714,725
Interest on participant loans2022-06-30$14,556
Interest earned on other investments2022-06-30$43,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,639,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,903,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,878,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$604,413
Employer contributions (assets) at end of year2022-06-30$28,702
Employer contributions (assets) at beginning of year2022-06-30$25,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$600,658
Contract administrator fees2022-06-30$24,497
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30RAINER & COMPANY
Accountancy firm EIN2022-06-30232183936
2021 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,725,414
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,097,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,020,287
Expenses. Certain deemed distributions of participant loans2021-06-30$15,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,217,014
Value of total assets at end of year2021-06-30$13,982,168
Value of total assets at beginning of year2021-06-30$11,354,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$62,026
Total interest from all sources2021-06-30$60,528
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$103,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$103,837
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$549,029
Participant contributions at end of year2021-06-30$315,499
Participant contributions at beginning of year2021-06-30$265,493
Participant contributions at end of year2021-06-30$22,381
Participant contributions at beginning of year2021-06-30$21,691
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$5,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,627,854
Value of net assets at end of year (total assets less liabilities)2021-06-30$13,982,168
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$11,354,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$36,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$10,714,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,457,560
Interest on participant loans2021-06-30$13,835
Interest earned on other investments2021-06-30$46,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,903,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,583,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,344,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$662,716
Employer contributions (assets) at end of year2021-06-30$25,784
Employer contributions (assets) at beginning of year2021-06-30$26,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,020,287
Contract administrator fees2021-06-30$25,623
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30RAINER & COMPANY
Accountancy firm EIN2021-06-30232183936
2020 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,624,670
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$537,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$476,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,008,126
Value of total assets at end of year2020-06-30$11,354,314
Value of total assets at beginning of year2020-06-30$10,266,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$60,138
Total interest from all sources2020-06-30$31,733
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$560,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$33,264
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$455,172
Participant contributions at end of year2020-06-30$265,493
Participant contributions at beginning of year2020-06-30$223,214
Participant contributions at end of year2020-06-30$21,691
Participant contributions at beginning of year2020-06-30$18,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,087,596
Value of net assets at end of year (total assets less liabilities)2020-06-30$11,354,314
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,266,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,457,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$9,981,002
Interest on participant loans2020-06-30$11,383
Interest earned on other investments2020-06-30$20,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,583,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$18,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$24,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$552,954
Employer contributions (assets) at end of year2020-06-30$26,143
Employer contributions (assets) at beginning of year2020-06-30$25,878
Income. Dividends from common stock2020-06-30$560,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$476,936
Contract administrator fees2020-06-30$26,874
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30RAINER & COMPANY
Accountancy firm EIN2020-06-30232183936
2019 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,621,382
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$249,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$188,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,015,062
Value of total assets at end of year2019-06-30$10,266,718
Value of total assets at beginning of year2019-06-30$8,895,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$61,053
Total interest from all sources2019-06-30$11,429
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$543,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$543,076
Administrative expenses professional fees incurred2019-06-30$9,244
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$422,048
Participant contributions at end of year2019-06-30$223,214
Participant contributions at beginning of year2019-06-30$220,771
Participant contributions at end of year2019-06-30$18,135
Participant contributions at beginning of year2019-06-30$15,894
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,371,587
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,266,718
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,895,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$31,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$9,981,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$8,618,734
Interest on participant loans2019-06-30$10,997
Interest earned on other investments2019-06-30$432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$18,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$13,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$51,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$593,014
Employer contributions (assets) at end of year2019-06-30$25,878
Employer contributions (assets) at beginning of year2019-06-30$25,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$188,742
Contract administrator fees2019-06-30$20,261
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RAINER & COMPANY
Accountancy firm EIN2019-06-30232183936
2018 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,616,744
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$555,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$505,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$933,952
Value of total assets at end of year2018-06-30$8,895,131
Value of total assets at beginning of year2018-06-30$7,833,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$49,535
Total interest from all sources2018-06-30$8,963
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$388,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$6,438
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$356,466
Participant contributions at end of year2018-06-30$220,771
Participant contributions at beginning of year2018-06-30$213,490
Participant contributions at end of year2018-06-30$15,894
Participant contributions at beginning of year2018-06-30$14,406
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$8,424
Administrative expenses (other) incurred2018-06-30$1,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,061,251
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,895,131
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,833,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$22,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$8,618,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,575,533
Interest on participant loans2018-06-30$8,714
Interest earned on other investments2018-06-30$249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$13,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$7,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$285,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$569,062
Employer contributions (assets) at end of year2018-06-30$25,801
Employer contributions (assets) at beginning of year2018-06-30$22,846
Income. Dividends from common stock2018-06-30$388,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$505,958
Contract administrator fees2018-06-30$18,655
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RAINER & COMPANY
Accountancy firm EIN2018-06-30232183936
2017 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,719,746
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,209,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,161,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$802,998
Value of total assets at end of year2017-06-30$7,833,880
Value of total assets at beginning of year2017-06-30$7,323,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$47,606
Total interest from all sources2017-06-30$6,219
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$235,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$235,137
Administrative expenses professional fees incurred2017-06-30$6,195
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$325,880
Participant contributions at end of year2017-06-30$213,490
Participant contributions at beginning of year2017-06-30$139,845
Participant contributions at end of year2017-06-30$14,406
Participant contributions at beginning of year2017-06-30$12,357
Administrative expenses (other) incurred2017-06-30$3,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$510,178
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,833,880
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,323,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$20,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,575,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,150,201
Interest on participant loans2017-06-30$6,078
Interest earned on other investments2017-06-30$141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$7,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$675,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$477,118
Employer contributions (assets) at end of year2017-06-30$22,846
Employer contributions (assets) at beginning of year2017-06-30$21,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,161,962
Contract administrator fees2017-06-30$17,251
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30RAINER & COMPANY
Accountancy firm EIN2017-06-30232183936
2016 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$896,862
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$712,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$672,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$881,726
Value of total assets at end of year2016-06-30$7,323,702
Value of total assets at beginning of year2016-06-30$7,139,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$40,757
Total interest from all sources2016-06-30$6,815
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$400,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$400,763
Administrative expenses professional fees incurred2016-06-30$5,885
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$318,932
Participant contributions at end of year2016-06-30$139,845
Participant contributions at beginning of year2016-06-30$155,858
Participant contributions at end of year2016-06-30$12,357
Participant contributions at beginning of year2016-06-30$12,450
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$23,437
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$3,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$183,916
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,323,702
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,139,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$15,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,150,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,956,525
Interest on participant loans2016-06-30$6,754
Interest earned on other investments2016-06-30$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-392,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$539,357
Employer contributions (assets) at end of year2016-06-30$21,299
Employer contributions (assets) at beginning of year2016-06-30$14,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$672,189
Contract administrator fees2016-06-30$16,360
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30RAINER & COMPANY
Accountancy firm EIN2016-06-30232183936
2015 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$984,330
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$376,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$324,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$793,916
Value of total assets at end of year2015-06-30$7,139,786
Value of total assets at beginning of year2015-06-30$6,531,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$51,760
Total interest from all sources2015-06-30$5,288
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$328,266
Participant contributions at end of year2015-06-30$155,858
Participant contributions at beginning of year2015-06-30$114,788
Participant contributions at end of year2015-06-30$12,450
Participant contributions at beginning of year2015-06-30$12,930
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$8,554
Administrative expenses (other) incurred2015-06-30$5,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$608,213
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,139,786
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,531,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$29,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,956,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,381,931
Interest on participant loans2015-06-30$5,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$185,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$457,096
Employer contributions (assets) at end of year2015-06-30$14,953
Employer contributions (assets) at beginning of year2015-06-30$21,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$324,357
Contract administrator fees2015-06-30$16,829
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30RAINER & COMPANY
Accountancy firm EIN2015-06-30232183936
2014 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,534,928
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$356,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$349,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$730,042
Value of total assets at end of year2014-06-30$6,531,573
Value of total assets at beginning of year2014-06-30$5,353,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$7,404
Total interest from all sources2014-06-30$4,670
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$288,916
Participant contributions at end of year2014-06-30$114,788
Participant contributions at beginning of year2014-06-30$106,839
Participant contributions at end of year2014-06-30$12,930
Participant contributions at beginning of year2014-06-30$10,674
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$8,332
Other income not declared elsewhere2014-06-30$800,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,177,969
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,531,573
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,353,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,381,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,211,383
Interest on participant loans2014-06-30$4,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$432,794
Employer contributions (assets) at end of year2014-06-30$21,924
Employer contributions (assets) at beginning of year2014-06-30$24,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$349,555
Contract administrator fees2014-06-30$7,404
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30RAINER & COMPANY
Accountancy firm EIN2014-06-30232183936
2013 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,338,460
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$216,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$216,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$840,703
Value of total assets at end of year2013-06-30$5,353,604
Value of total assets at beginning of year2013-06-30$4,231,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$4,913
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$254,709
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$245,638
Participant contributions at end of year2013-06-30$106,839
Participant contributions at beginning of year2013-06-30$111,689
Participant contributions at end of year2013-06-30$10,674
Participant contributions at beginning of year2013-06-30$9,165
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$9,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,122,329
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,353,604
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,231,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,211,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,089,189
Interest on participant loans2013-06-30$4,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$492,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$585,078
Employer contributions (assets) at end of year2013-06-30$24,708
Employer contributions (assets) at beginning of year2013-06-30$21,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$216,131
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30RAINER & COMPANY
Accountancy firm EIN2013-06-30232183936
2012 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$767,189
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$204,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$204,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$812,875
Value of total assets at end of year2012-06-30$4,359,077
Value of total assets at beginning of year2012-06-30$3,795,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$4,373
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$264,226
Participant contributions at end of year2012-06-30$111,689
Participant contributions at beginning of year2012-06-30$100,557
Participant contributions at end of year2012-06-30$9,165
Participant contributions at beginning of year2012-06-30$9,176
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$11,456
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$19,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$563,120
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,359,077
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,795,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,216,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,647,527
Interest on participant loans2012-06-30$4,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-50,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$537,193
Employer contributions (assets) at end of year2012-06-30$21,232
Employer contributions (assets) at beginning of year2012-06-30$19,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$204,069
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30RAINER & COMPANY
Accountancy firm EIN2012-06-30232183936
2011 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,187,222
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$246,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$246,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$642,463
Value of total assets at end of year2011-06-30$3,701,686
Value of total assets at beginning of year2011-06-30$2,760,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$3,893
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$150,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$203,642
Participant contributions at end of year2011-06-30$100,557
Participant contributions at beginning of year2011-06-30$90,634
Participant contributions at end of year2011-06-30$9,176
Participant contributions at beginning of year2011-06-30$8,171
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$8,963
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$940,697
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,701,686
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,760,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,553,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,645,513
Interest on participant loans2011-06-30$3,893
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$540,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$429,858
Employer contributions (assets) at end of year2011-06-30$37,737
Employer contributions (assets) at beginning of year2011-06-30$16,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$246,525
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30RAINER & COMPANY
Accountancy firm EIN2011-06-30232183936
2010 : CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total income from all sources (including contributions)2010-06-30$778,435
Total loss/gain on sale of assets2010-06-30$0
Total of all expenses incurred2010-06-30$122,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$122,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$549,928
Value of total assets at end of year2010-06-30$2,760,989
Value of total assets at beginning of year2010-06-30$2,105,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-06-30$0
Total interest from all sources2010-06-30$5,225
Total dividends received (eg from common stock, registered investment company shares)2010-06-30$0
Was this plan covered by a fidelity bond2010-06-30Yes
Value of fidelity bond cover2010-06-30$15,000
If this is an individual account plan, was there a blackout period2010-06-30No
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Contributions received from participants2010-06-30$176,393
Participant contributions at end of year2010-06-30$90,634
Participant contributions at beginning of year2010-06-30$61,363
Participant contributions at end of year2010-06-30$8,171
Participant contributions at beginning of year2010-06-30$8,545
Income. Received or receivable in cash from other sources (including rollovers)2010-06-30$18,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Value of net income/loss2010-06-30$655,440
Value of net assets at end of year (total assets less liabilities)2010-06-30$2,760,989
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$2,105,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-06-30$2,645,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-06-30$2,008,003
Interest on participant loans2010-06-30$5,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-06-30$223,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30No
Was there a failure to transmit to the plan any participant contributions2010-06-30Yes
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Contributions received in cash from employer2010-06-30$355,073
Employer contributions (assets) at end of year2010-06-30$16,671
Employer contributions (assets) at beginning of year2010-06-30$27,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-06-30$122,995
Did the plan have assets held for investment2010-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-06-30Yes
Opinion of an independent qualified public accountant for this plan2010-06-30Disclaimer
Accountancy firm name2010-06-30RAINER & COMPANY
Accountancy firm EIN2010-06-30232183936

Form 5500 Responses for CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN

2021: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CHILD GUIDANCE RESOURCE CENTERS 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered351
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,417
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 $0
Amount paid for insurance broker fees1417
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered372
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,382
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 $0
Amount paid for insurance broker fees1382
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number93937
Policy instance 1
Insurance contract or identification number93937
Number of Individuals Covered3
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number93937
Policy instance 1
Insurance contract or identification number93937
Number of Individuals Covered5
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
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

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