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EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC.
Employer identification number (EIN):231669589
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAWN GODSHALL2023-10-16
0012021-01-01DAWN GODSHALL2022-10-14
0012021-01-01DAWN GODSHALL2023-04-26
0012020-01-01DAWN GODSHALL2021-09-07
0012019-01-01ALAN JENNINGS2020-10-05
0012018-01-01
0012017-01-01ALAN JENNINGS
0012016-01-01ALAN JENNINGS
0012015-01-01ALAN L. JENNINGS
0012014-01-01ALAN L. JENNINGS
0012013-01-01ALAN L. JENNINGS
0012012-01-01ALAN L. JENNINGS
0012011-01-01MANUEL AYALA2012-06-19
0012010-01-01CHARLES GEHRING2011-06-03 CHARLES GEHRING2011-06-03
0012009-01-01CHARLES GEHRING CHARLES GEHRING2010-07-29
0012009-01-01CHARLES GEHRING CHARLES GEHRING2010-08-03

Plan Statistics for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC.

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01136
Total number of active participants reported on line 7a of the Form 55002022-01-01102
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01161
Number of participants with account balances2022-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01138
Total number of active participants reported on line 7a of the Form 55002021-01-0194
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01138
Number of participants with account balances2021-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01143
Number of participants with account balances2020-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01155
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01150
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01139
Total number of active participants reported on line 7a of the Form 55002018-01-0187
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01142
Number of participants with account balances2018-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01134
Total number of active participants reported on line 7a of the Form 55002017-01-0182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01139
Number of participants with account balances2017-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01136
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01134
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01125
Total number of active participants reported on line 7a of the Form 55002015-01-0180
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01136
Number of participants with account balances2015-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01121
Total number of active participants reported on line 7a of the Form 55002014-01-0173
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01125
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01102
Total number of active participants reported on line 7a of the Form 55002013-01-0171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01121
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01122
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01102
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2009: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0198
Total number of active participants reported on line 7a of the Form 55002009-01-0175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0199
Number of participants with account balances2009-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC.

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,455
Total income from all sources (including contributions)2022-12-31$-526,868
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$659,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$632,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$460,087
Value of total assets at end of year2022-12-31$4,974,161
Value of total assets at beginning of year2022-12-31$6,161,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,260
Total interest from all sources2022-12-31$3,385
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$190,001
Participant contributions at end of year2022-12-31$88,990
Participant contributions at beginning of year2022-12-31$74,923
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,185,965
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,974,161
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,160,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,885,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,086,658
Interest on participant loans2022-12-31$3,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-990,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$254,163
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$632,837
Contract administrator fees2022-12-31$26,260
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,455
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,060,300
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$457,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$433,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$375,576
Value of total assets at end of year2021-12-31$6,161,581
Value of total assets at beginning of year2021-12-31$5,557,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,777
Total interest from all sources2021-12-31$3,551
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$179,323
Participant contributions at end of year2021-12-31$74,923
Participant contributions at beginning of year2021-12-31$41,555
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$530
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$602,488
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,160,126
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,557,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,086,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,515,368
Interest on participant loans2021-12-31$3,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$681,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$193,073
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$433,035
Contract administrator fees2021-12-31$24,777
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,455
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BUCKNO LISICKY & COMPANY
Accountancy firm EIN2021-12-31232426656
2020 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,401
Total income from all sources (including contributions)2020-12-31$1,115,552
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$329,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$283,129
Expenses. Certain deemed distributions of participant loans2020-12-31$21,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$394,804
Value of total assets at end of year2020-12-31$5,557,638
Value of total assets at beginning of year2020-12-31$4,776,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,525
Total interest from all sources2020-12-31$1,901
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$186,344
Participant contributions at end of year2020-12-31$41,555
Participant contributions at beginning of year2020-12-31$30,534
Participant contributions at end of year2020-12-31$530
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,401
Other income not declared elsewhere2020-12-31$2,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$785,828
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,557,638
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,771,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,515,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,737,530
Interest on participant loans2020-12-31$1,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$716,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$208,460
Employer contributions (assets) at end of year2020-12-31$185
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$283,129
Contract administrator fees2020-12-31$25,525
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BUCKNO LISICKY & COMPANY
Accountancy firm EIN2020-12-31232426656
2019 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,123,342
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$466,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$437,517
Expenses. Certain deemed distributions of participant loans2019-12-31$18,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$412,498
Value of total assets at end of year2019-12-31$4,776,211
Value of total assets at beginning of year2019-12-31$4,114,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,982
Total interest from all sources2019-12-31$4,268
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$177,623
Participant contributions at end of year2019-12-31$30,534
Participant contributions at beginning of year2019-12-31$27,163
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$657,105
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,771,810
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,114,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,737,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,680,186
Interest on participant loans2019-12-31$1,283
Interest earned on other investments2019-12-31$2,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$407,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$391,386
Net investment gain/loss from pooled separate accounts2019-12-31$315,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$227,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$437,517
Contract administrator fees2019-12-31$9,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BUCKNO LISICKY & COMPANY
Accountancy firm EIN2019-12-31232426656
2018 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$486
Total income from all sources (including contributions)2018-12-31$106,060
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$147,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$146,442
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$368,106
Value of total assets at end of year2018-12-31$4,114,705
Value of total assets at beginning of year2018-12-31$4,156,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,221
Total interest from all sources2018-12-31$5,953
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$157,861
Participant contributions at end of year2018-12-31$27,163
Participant contributions at beginning of year2018-12-31$39,074
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$486
Other income not declared elsewhere2018-12-31$1,722
Administrative expenses (other) incurred2018-12-31$1,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-41,603
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,114,705
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,156,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,680,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,650,846
Interest on participant loans2018-12-31$1,553
Interest earned on other investments2018-12-31$4,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$407,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$466,764
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-269,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$210,245
Employer contributions (assets) at beginning of year2018-12-31$110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$146,442
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BUCKNO LISICKY & COMPANY
Accountancy firm EIN2018-12-31232426656
2017 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$935,921
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$301,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$298,726
Expenses. Certain deemed distributions of participant loans2017-12-31$1,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$437,760
Value of total assets at end of year2017-12-31$4,156,794
Value of total assets at beginning of year2017-12-31$3,521,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,223
Total interest from all sources2017-12-31$6,051
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$136,899
Participant contributions at end of year2017-12-31$39,074
Participant contributions at beginning of year2017-12-31$28,624
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$102,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$486
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$634,692
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,156,308
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,521,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,650,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,017,439
Interest on participant loans2017-12-31$1,340
Interest earned on other investments2017-12-31$4,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$466,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$475,553
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$492,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$198,434
Employer contributions (assets) at end of year2017-12-31$110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$298,726
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BUCKNO LISICKY & COMPANY
Accountancy firm EIN2017-12-31232426656
2016 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$540,776
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$239,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$237,703
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$290,908
Value of total assets at end of year2016-12-31$3,521,616
Value of total assets at beginning of year2016-12-31$3,219,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,335
Total interest from all sources2016-12-31$5,327
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$115,281
Participant contributions at end of year2016-12-31$28,624
Participant contributions at beginning of year2016-12-31$17,131
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$301,738
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,521,616
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,219,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,017,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,736,516
Interest on participant loans2016-12-31$676
Interest earned on other investments2016-12-31$4,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$475,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$466,231
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$244,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$175,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$237,703
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BUCKNO LISICKY & COMPANY
Accountancy firm EIN2016-12-31232426656
2015 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$309,485
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$703,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$703,162
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$332,043
Value of total assets at end of year2015-12-31$3,219,878
Value of total assets at beginning of year2015-12-31$3,614,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$780
Total interest from all sources2015-12-31$7,730
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$99,150
Participant contributions at end of year2015-12-31$17,131
Participant contributions at beginning of year2015-12-31$30,124
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,283
Other income not declared elsewhere2015-12-31$1,418
Administrative expenses (other) incurred2015-12-31$780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-394,457
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,219,878
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,614,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,736,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,904,051
Interest on participant loans2015-12-31$1,008
Interest earned on other investments2015-12-31$6,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$466,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$680,160
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-31,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$191,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$703,162
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BUCKNO LISICKY & COMPANY
Accountancy firm EIN2015-12-31232426656
2014 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$461,517
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$379,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$378,407
Expenses. Certain deemed distributions of participant loans2014-12-31$770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$266,204
Value of total assets at end of year2014-12-31$3,614,335
Value of total assets at beginning of year2014-12-31$3,532,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$350
Total interest from all sources2014-12-31$7,798
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$106,794
Participant contributions at end of year2014-12-31$30,124
Participant contributions at beginning of year2014-12-31$24,859
Other income not declared elsewhere2014-12-31$8
Administrative expenses (other) incurred2014-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$81,990
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,614,335
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,532,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,904,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,847,138
Interest on participant loans2014-12-31$1,093
Interest earned on other investments2014-12-31$6,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$680,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$660,348
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$187,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$159,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$378,407
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BUCKNO LISICKY & COMPANY
Accountancy firm EIN2014-12-31232426656
2013 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$726,372
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$89,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$89,292
Expenses. Certain deemed distributions of participant loans2013-12-31$362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$264,876
Value of total assets at end of year2013-12-31$3,532,345
Value of total assets at beginning of year2013-12-31$2,895,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$100
Total interest from all sources2013-12-31$7,618
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$98,028
Participant contributions at end of year2013-12-31$24,859
Participant contributions at beginning of year2013-12-31$11,482
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$3,696
Administrative expenses (other) incurred2013-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$636,618
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,532,345
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,895,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,847,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,252,077
Interest on participant loans2013-12-31$521
Interest earned on other investments2013-12-31$7,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$660,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$630,464
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$450,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$166,848
Employer contributions (assets) at beginning of year2013-12-31$1,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$89,292
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BUCKNO LISICKY & COMPANY
Accountancy firm EIN2013-12-31232426656
2012 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$683,005
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$267,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$266,136
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$447,359
Value of total assets at end of year2012-12-31$2,895,727
Value of total assets at beginning of year2012-12-31$2,480,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,399
Total interest from all sources2012-12-31$9,877
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$118,361
Participant contributions at end of year2012-12-31$11,482
Participant contributions at beginning of year2012-12-31$18,106
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$189,309
Administrative expenses (other) incurred2012-12-31$1,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$415,470
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,895,727
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,480,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,252,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,997,588
Interest on participant loans2012-12-31$451
Interest earned on other investments2012-12-31$9,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$630,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$464,563
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$225,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$139,689
Employer contributions (assets) at end of year2012-12-31$1,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$266,136
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BUCKNO LISICKY & COMPANY
Accountancy firm EIN2012-12-31232426656

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC.

2022: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION COMMITTEE OF LEHIGH VALLEY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052059G
Policy instance 1
Insurance contract or identification number052059G
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $353
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees353
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 number052059G
Policy instance 1
Insurance contract or identification number052059G
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $330
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 fees330
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 number052059G
Policy instance 1
Insurance contract or identification number052059G
Number of Individuals Covered139
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $661
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 fees661
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 number052059G
Policy instance 1
Insurance contract or identification number052059G
Number of Individuals Covered136
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $332
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 fees332
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 number052059G
Policy instance 1
Insurance contract or identification number052059G
Number of Individuals Covered125
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,137
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 fees1137
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 number052059G
Policy instance 1
Insurance contract or identification number052059G
Number of Individuals Covered121
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $684
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 fees684
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 number052059G
Policy instance 1
Insurance contract or identification number052059G
Number of Individuals Covered102
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $502
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 fees158
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJOHN CIONCI

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