?>
Logo

403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.
Plan identification number 003

403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.
Employer identification number (EIN):231667311
NAIC Classification:531120
NAIC Description:Lessors of Nonresidential Buildings (except Miniwarehouses)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032017-07-01
0032016-07-01SHANNON HEISEY
0032015-07-01FRANCIS M GATTI
0032014-07-01FRANCIS M GATTI
0032013-07-01FRANCIS M GATTI
0032012-07-01FRANCIS M. GATTI
0032011-07-01FRANCIS GATTI
0032010-07-01LEANNE GORSUCH
0032009-07-01FRANK GATTI
0032009-07-01

Plan Statistics for 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2022 401k membership
Total participants, beginning-of-year2022-07-01451
Total number of active participants reported on line 7a of the Form 55002022-07-01294
Number of retired or separated participants receiving benefits2022-07-0117
Number of other retired or separated participants entitled to future benefits2022-07-01193
Total of all active and inactive participants2022-07-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01504
Number of participants with account balances2022-07-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01435
Total number of active participants reported on line 7a of the Form 55002021-07-01272
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01178
Total of all active and inactive participants2021-07-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01451
Number of participants with account balances2021-07-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01436
Total number of active participants reported on line 7a of the Form 55002020-07-01286
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01148
Total of all active and inactive participants2020-07-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01435
Number of participants with account balances2020-07-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01423
Total number of active participants reported on line 7a of the Form 55002019-07-01311
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01123
Total of all active and inactive participants2019-07-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01436
Number of participants with account balances2019-07-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01406
Total number of active participants reported on line 7a of the Form 55002018-07-01307
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01115
Total of all active and inactive participants2018-07-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01423
Number of participants with account balances2018-07-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01395
Total number of active participants reported on line 7a of the Form 55002017-07-01310
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0194
Total of all active and inactive participants2017-07-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01406
Number of participants with account balances2017-07-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01350
Total number of active participants reported on line 7a of the Form 55002016-07-01315
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0178
Total of all active and inactive participants2016-07-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01395
Number of participants with account balances2016-07-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0130
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01402
Total number of active participants reported on line 7a of the Form 55002015-07-01282
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0166
Total of all active and inactive participants2015-07-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01350
Number of participants with account balances2015-07-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0154
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01379
Total number of active participants reported on line 7a of the Form 55002014-07-01288
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01111
Total of all active and inactive participants2014-07-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01402
Number of participants with account balances2014-07-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0132
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01379
Total number of active participants reported on line 7a of the Form 55002013-07-01271
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01109
Total of all active and inactive participants2013-07-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01380
Number of participants with account balances2013-07-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01375
Total number of active participants reported on line 7a of the Form 55002012-07-01277
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01102
Total of all active and inactive participants2012-07-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01379
Number of participants with account balances2012-07-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01362
Total number of active participants reported on line 7a of the Form 55002011-07-01282
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0193
Total of all active and inactive participants2011-07-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01375
Number of participants with account balances2011-07-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-01363
Total number of active participants reported on line 7a of the Form 55002010-07-01291
Number of other retired or separated participants entitled to future benefits2010-07-0170
Total of all active and inactive participants2010-07-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01362
Number of participants with account balances2010-07-01362
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01361
Total number of active participants reported on line 7a of the Form 55002009-07-01311
Number of other retired or separated participants entitled to future benefits2009-07-0152
Total of all active and inactive participants2009-07-01363
Total participants2009-07-01363
Number of participants with account balances2009-07-01363

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

Measure Date Value
2023 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$0
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$0
Total transfer of assets from this plan2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,724,835
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$601,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$600,640
Expenses. Certain deemed distributions of participant loans2023-06-30$0
Value of total corrective distributions2023-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$856,479
Value of total assets at end of year2023-06-30$9,126,651
Value of total assets at beginning of year2023-06-30$8,003,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$1,061
Total interest from all sources2023-06-30$17,185
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$0
Assets. Real estate other than employer real property at end of year2023-06-30$0
Assets. Real estate other than employer real property at beginning of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-06-30$0
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$534,033
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Assets. Other investments not covered elsewhere at end of year2023-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$29,492
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$0
Assets. Loans (other than to participants) at end of year2023-06-30$0
Assets. Loans (other than to participants) at beginning of year2023-06-30$0
Other income not declared elsewhere2023-06-30$0
Administrative expenses (other) incurred2023-06-30$1,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Income. Non cash contributions2023-06-30$0
Value of net income/loss2023-06-30$1,123,134
Value of net assets at end of year (total assets less liabilities)2023-06-30$9,126,651
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$8,003,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$0
Assets. partnership/joint venture interests at beginning of year2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$7,259,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$6,142,479
Interest on participant loans2023-06-30$0
Income. Interest from loans (other than to participants)2023-06-30$0
Interest earned on other investments2023-06-30$17,185
Income. Interest from US Government securities2023-06-30$0
Income. Interest from corporate debt instruments2023-06-30$0
Value of interest in master investment trust accounts at end of year2023-06-30$0
Value of interest in master investment trust accounts at beginning of year2023-06-30$0
Value of interest in common/collective trusts at end of year2023-06-30$0
Value of interest in common/collective trusts at beginning of year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2023-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,867,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,861,038
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$0
Asset value of US Government securities at end of year2023-06-30$0
Asset value of US Government securities at beginning of year2023-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$0
Net investment gain/loss from pooled separate accounts2023-06-30$851,171
Net investment gain or loss from common/collective trusts2023-06-30$0
Net gain/loss from 103.12 investment entities2023-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$292,954
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Income. Dividends from preferred stock2023-06-30$0
Income. Dividends from common stock2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$600,640
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$0
Aggregate carrying amount (costs) on sale of assets2023-06-30$0
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30MCKONLY & ASBURY
Accountancy firm EIN2023-06-30231909723
2022 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$0
Total income from all sources (including contributions)2022-06-30$-100,795
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$627,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$624,669
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$883,750
Value of total assets at end of year2022-06-30$8,003,517
Value of total assets at beginning of year2022-06-30$8,731,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,724
Total interest from all sources2022-06-30$13,204
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
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$545,608
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$2,983
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$53,346
Administrative expenses (other) incurred2022-06-30$2,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-728,188
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,003,517
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,731,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,142,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$6,621,957
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$13,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,861,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,098,426
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-997,749
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$284,796
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$8,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$624,669
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 name2022-06-30MCKONLY & ASBURY
Accountancy firm EIN2022-06-30231909723
2021 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$2,510,322
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$431,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$428,417
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$940,590
Value of total assets at end of year2021-06-30$8,731,705
Value of total assets at beginning of year2021-06-30$6,652,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,635
Total interest from all sources2021-06-30$20,956
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
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$482,664
Participant contributions at end of year2021-06-30$2,983
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$177,265
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$2,635
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$2,079,270
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,731,705
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,652,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$6,621,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,667,390
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$20,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,098,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,985,045
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$1,548,776
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 contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$280,661
Employer contributions (assets) at end of year2021-06-30$8,339
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$428,417
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 name2021-06-30MCKONLY & ASBURY
Accountancy firm EIN2021-06-30231909723
2020 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$1,134,609
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$603,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$601,068
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$990,419
Value of total assets at end of year2020-06-30$6,652,435
Value of total assets at beginning of year2020-06-30$6,121,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,542
Total interest from all sources2020-06-30$25,489
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
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$402,160
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$342,308
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$2,542
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$530,999
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,652,435
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,121,436
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$4,667,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,321,892
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$25,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,985,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,799,544
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$118,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$245,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$601,068
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 name2020-06-30RKL LLP
Accountancy firm EIN2020-06-30232108173
2019 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$961,861
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$625,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$625,766
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$710,680
Value of total assets at end of year2019-06-30$6,121,436
Value of total assets at beginning of year2019-06-30$5,785,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$24,552
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
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$387,717
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$15,362
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$76,214
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$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$336,095
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,121,436
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,785,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,321,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,859,209
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$24,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,799,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,900,783
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$226,629
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$246,749
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$9,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$625,766
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 name2019-06-30RKL LLP
Accountancy firm EIN2019-06-30232108173
2018 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$1,066,536
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$683,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$683,783
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$708,448
Value of total assets at end of year2018-06-30$5,785,341
Value of total assets at beginning of year2018-06-30$5,402,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$18,527
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
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$379,324
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Participant contributions at end of year2018-06-30$15,362
Participant contributions at beginning of year2018-06-30$10,874
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$84,421
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$382,753
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,785,341
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,402,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,859,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,407,205
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$18,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,900,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,973,946
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$339,561
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$244,703
Employer contributions (assets) at end of year2018-06-30$9,987
Employer contributions (assets) at beginning of year2018-06-30$10,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$683,783
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
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 name2018-06-30RKL LLP
Accountancy firm EIN2018-06-30232108173
2017 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$1,085,469
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$594,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$594,537
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$645,252
Value of total assets at end of year2017-06-30$5,402,588
Value of total assets at beginning of year2017-06-30$4,911,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$19,608
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
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$296,251
Participant contributions at end of year2017-06-30$10,874
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$24,677
Administrative expenses (other) incurred2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$490,932
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,402,588
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,911,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,407,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,949,741
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$19,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,973,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,961,915
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$420,609
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$324,324
Employer contributions (assets) at end of year2017-06-30$10,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$594,537
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 name2017-06-30RKL LLP
Accountancy firm EIN2017-06-30232108173
2016 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$511,545
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,250,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,250,556
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$550,673
Value of total assets at end of year2016-06-30$4,911,656
Value of total assets at beginning of year2016-06-30$5,650,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$19,850
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$248,332
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$2,411
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-739,011
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,911,656
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,650,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,949,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,680,235
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$19,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,961,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,970,432
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-58,978
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$299,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,250,556
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 name2016-06-30RKL LLP
Accountancy firm EIN2016-06-30232108173
2015 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$790,274
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$319,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$319,979
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$610,383
Value of total assets at end of year2015-06-30$5,650,667
Value of total assets at beginning of year2015-06-30$5,180,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$19,133
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$1,000,000
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$288,887
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$13,303
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$470,295
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,650,667
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,180,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,680,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,234,000
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$19,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,970,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,802,366
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$160,758
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$308,193
Employer contributions (assets) at beginning of year2015-06-30$144,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$319,979
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 name2015-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2015-06-30232108173
2014 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$1,244,369
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$404,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$404,550
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$723,141
Value of total assets at end of year2014-06-30$5,180,372
Value of total assets at beginning of year2014-06-30$4,340,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$17,870
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$1,000,000
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$247,029
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$9,050
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$30,141
Other income not declared elsewhere2014-06-30$371
Administrative expenses (other) incurred2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$839,819
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,180,372
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,340,553
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$3,234,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,566,736
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$17,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,802,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,754,102
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$502,987
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$445,971
Employer contributions (assets) at end of year2014-06-30$144,006
Employer contributions (assets) at beginning of year2014-06-30$10,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$404,550
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 name2014-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2014-06-30232108173
2013 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$863,675
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$534,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$534,352
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$531,951
Value of total assets at end of year2013-06-30$4,340,553
Value of total assets at beginning of year2013-06-30$4,011,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$22,290
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$1,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$228,712
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Participant contributions at end of year2013-06-30$9,050
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$497
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$329,323
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,340,553
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,011,230
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$2,566,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,429,072
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$22,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,754,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,582,158
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$309,434
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 contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$302,742
Employer contributions (assets) at end of year2013-06-30$10,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$534,352
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 name2013-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2013-06-30232108173
2012 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$608,198
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$419,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$419,637
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$568,131
Value of total assets at end of year2012-06-30$4,011,230
Value of total assets at beginning of year2012-06-30$3,822,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$30,095
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$1,000,000
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$235,044
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$9,108
Other income not declared elsewhere2012-06-30$773
Administrative expenses (other) incurred2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$188,561
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,011,230
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,822,669
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 pooled separate accounts at end of year2012-06-30$2,429,072
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,267,160
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$30,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,582,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,550,303
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$9,199
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 contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$323,979
Employer contributions (assets) at beginning of year2012-06-30$5,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$419,637
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 name2012-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2012-06-30232108173
2011 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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$1,054,477
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$193,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$193,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$610,315
Value of total assets at end of year2011-06-30$3,822,669
Value of total assets at beginning of year2011-06-30$2,962,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$31,973
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$1,000,000
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$244,426
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$20,478
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$860,483
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,822,669
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,962,186
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$2,267,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,699,428
Value of interest in pooled separate accounts at end of year2011-06-30$2,267,160
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,699,428
Interest earned on other investments2011-06-30$31,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,550,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,253,658
Net investment gain/loss from pooled separate accounts2011-06-30$412,189
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 contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$345,411
Employer contributions (assets) at end of year2011-06-30$5,206
Employer contributions (assets) at beginning of year2011-06-30$9,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$193,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
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 name2011-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2011-06-30232108173
2010 : 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-06-30$808,991
Total of all expenses incurred2010-06-30$197,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$197,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$597,956
Value of total assets at end of year2010-06-30$2,962,186
Value of total assets at beginning of year2010-06-30$2,351,021
Total interest from all sources2010-06-30$33,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30No
Was this plan covered by a fidelity bond2010-06-30No
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$210,552
Income. Received or receivable in cash from other sources (including rollovers)2010-06-30$22,777
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$611,165
Value of net assets at end of year (total assets less liabilities)2010-06-30$2,962,186
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$2,351,021
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$1,699,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-06-30$1,290,149
Interest earned on other investments2010-06-30$33,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-06-30$1,253,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-06-30$1,060,872
Net investment gain/loss from pooled separate accounts2010-06-30$177,333
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 contributions2010-06-30No
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Contributions received in cash from employer2010-06-30$364,627
Employer contributions (assets) at end of year2010-06-30$9,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-06-30$197,826
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-06-30No
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 name2010-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2010-06-30232108173

Form 5500 Responses for 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedYes
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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 benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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 benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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 benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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 benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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 benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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 – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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 – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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 – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
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 – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
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 – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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 – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 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
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920
Policy instance 1
Insurance contract or identification number056920
Number of Individuals Covered504
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,873
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1873
Additional information about fees paid to insurance brokerPORTON OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920C
Policy instance 1
Insurance contract or identification number056920C
Number of Individuals Covered451
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 $1,945
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1945
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920C
Policy instance 1
Insurance contract or identification number056920C
Number of Individuals Covered435
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 $1,945
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1945
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920C
Policy instance 1
Insurance contract or identification number056920C
Number of Individuals Covered436
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $639
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees639
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920C
Policy instance 1
Insurance contract or identification number056920C
Number of Individuals Covered423
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,794
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2794
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920C
Policy instance 1
Insurance contract or identification number056920C
Number of Individuals Covered406
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,202
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920C
Policy instance 1
Insurance contract or identification number056920C
Number of Individuals Covered350
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $848
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees848
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHILADELPHIA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920C
Policy instance 1
Insurance contract or identification number056920C
Number of Individuals Covered402
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,308
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2308
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHILADELPHIA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920C
Policy instance 1
Insurance contract or identification number056920C
Number of Individuals Covered380
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $750
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees750
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHILADELPHIA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920C
Policy instance 1
Insurance contract or identification number056920C
Number of Individuals Covered379
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $818
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees257
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJOHN CIONCI
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920C
Policy instance 1
Insurance contract or identification number056920C
Number of Individuals Covered375
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $646
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920-C
Policy instance 1
Insurance contract or identification number056920-C
Number of Individuals Covered362
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of fees paid to insurance companyUSD $1,199
Are there contracts with allocated funds for individual policies?No
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?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056920-C
Policy instance 1
Insurance contract or identification number056920-C
Number of Individuals Covered363
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $525
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees206
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameMARK MILEWSKI

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3