THE CENTER FOR AUTISM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CENTER FOR AUTISM 403(B) PLAN
Measure | Date | Value |
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2022 : THE CENTER FOR AUTISM 403(B) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-06-30 | $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 | $-499,321 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $602,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $566,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $278,712 |
Value of total assets at end of year | 2022-06-30 | $3,787,023 |
Value of total assets at beginning of year | 2022-06-30 | $4,888,618 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $35,336 |
Total interest from all sources | 2022-06-30 | $741 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $105,158 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $105,158 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $160,883 |
Participant contributions at end of year | 2022-06-30 | $13,200 |
Participant contributions at beginning of year | 2022-06-30 | $14,606 |
Participant contributions at end of year | 2022-06-30 | $8,526 |
Participant contributions at beginning of year | 2022-06-30 | $6,743 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $0 |
Total non interest bearing cash at end of year | 2022-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-1,101,595 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $3,787,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $4,888,618 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $3,685,269 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $4,773,326 |
Value of interest in pooled separate accounts at end of year | 2022-06-30 | $64,192 |
Value of interest in pooled separate accounts at beginning of year | 2022-06-30 | $80,028 |
Interest on participant loans | 2022-06-30 | $741 |
Value of interest in common/collective trusts at end of year | 2022-06-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $9,199 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $8,986 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-883,932 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $117,829 |
Employer contributions (assets) at end of year | 2022-06-30 | $6,637 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $4,929 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $566,938 |
Contract administrator fees | 2022-06-30 | $35,336 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | EISNERAMPER, LLP |
Accountancy firm EIN | 2022-06-30 | 871363769 |
2021 : THE CENTER FOR AUTISM 403(B) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-06-30 | $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 | $632,582 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $129,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $111,985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $134,765 |
Value of total assets at end of year | 2021-06-30 | $4,888,618 |
Value of total assets at beginning of year | 2021-06-30 | $4,385,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $17,098 |
Total interest from all sources | 2021-06-30 | $438 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $1,281 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $1,281 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $83,550 |
Participant contributions at end of year | 2021-06-30 | $14,606 |
Participant contributions at beginning of year | 2021-06-30 | $20,621 |
Participant contributions at end of year | 2021-06-30 | $6,743 |
Participant contributions at beginning of year | 2021-06-30 | $16,125 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $0 |
Total non interest bearing cash at end of year | 2021-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2021-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $503,499 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $4,888,618 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $4,385,119 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $4,773,326 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $4,262,406 |
Value of interest in pooled separate accounts at end of year | 2021-06-30 | $80,028 |
Value of interest in pooled separate accounts at beginning of year | 2021-06-30 | $72,155 |
Interest on participant loans | 2021-06-30 | $438 |
Value of interest in common/collective trusts at end of year | 2021-06-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $8,986 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $8,883 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $496,098 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $51,215 |
Employer contributions (assets) at end of year | 2021-06-30 | $4,929 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $4,929 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $111,985 |
Contract administrator fees | 2021-06-30 | $17,098 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | EISNERAMPER, LLP |
Accountancy firm EIN | 2021-06-30 | 131639826 |
2020 : THE CENTER FOR AUTISM 403(B) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $906,424 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $621,166 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $591,784 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $327,263 |
Value of total assets at end of year | 2020-12-31 | $4,395,149 |
Value of total assets at beginning of year | 2020-12-31 | $4,109,891 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $29,382 |
Total interest from all sources | 2020-12-31 | $2,676 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $53,228 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $53,228 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $197,194 |
Participant contributions at end of year | 2020-12-31 | $20,621 |
Participant contributions at beginning of year | 2020-12-31 | $69,530 |
Participant contributions at end of year | 2020-12-31 | $9,382 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $13,448 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $16,828 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $285 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $285,258 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,395,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,109,891 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,262,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,966,587 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $72,155 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $60,225 |
Interest on participant loans | 2020-12-31 | $2,356 |
Interest earned on other investments | 2020-12-31 | $320 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $13,757 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $13,549 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $511,225 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $12,032 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $116,621 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $591,784 |
Contract administrator fees | 2020-12-31 | $29,382 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2020-12-31 | 431947695 |
2019 : THE CENTER FOR AUTISM 403(B) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,246,750 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $957,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $901,823 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $22,489 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $351,587 |
Value of total assets at end of year | 2019-12-31 | $4,109,891 |
Value of total assets at beginning of year | 2019-12-31 | $3,820,673 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $33,220 |
Total interest from all sources | 2019-12-31 | $3,955 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $59,831 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $59,831 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $232,297 |
Participant contributions at end of year | 2019-12-31 | $69,530 |
Participant contributions at beginning of year | 2019-12-31 | $79,766 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $289,218 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,109,891 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,820,673 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,966,587 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,678,757 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $60,225 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $48,845 |
Interest on participant loans | 2019-12-31 | $3,955 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $13,549 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $13,305 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $831,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $119,290 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $901,823 |
Contract administrator fees | 2019-12-31 | $33,220 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2019-12-31 | 431947695 |
2018 : THE CENTER FOR AUTISM 403(B) PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $375,123 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,112,934 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,051,681 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $27,703 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $694,538 |
Value of total assets at end of year | 2018-12-31 | $3,836,673 |
Value of total assets at beginning of year | 2018-12-31 | $4,574,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $33,550 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $3,747 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $66,802 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $66,802 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $323,924 |
Participant contributions at end of year | 2018-12-31 | $79,766 |
Participant contributions at beginning of year | 2018-12-31 | $90,017 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-737,811 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,836,673 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,574,484 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,678,757 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,176,825 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $48,845 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $54,143 |
Interest on participant loans | 2018-12-31 | $3,747 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $16,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $13,305 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $253,499 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-389,964 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $370,614 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,051,681 |
Contract administrator fees | 2018-12-31 | $33,550 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2018-12-31 | 431947695 |
2017 : THE CENTER FOR AUTISM 403(B) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,590,573 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $448,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $417,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $913,966 |
Value of total assets at end of year | 2017-12-31 | $4,574,484 |
Value of total assets at beginning of year | 2017-12-31 | $3,432,128 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $30,954 |
Total interest from all sources | 2017-12-31 | $4,025 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $7,487 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $7,487 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $378,777 |
Participant contributions at end of year | 2017-12-31 | $90,017 |
Participant contributions at beginning of year | 2017-12-31 | $99,055 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $42,617 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,142,356 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,574,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,432,128 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,176,825 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,042,038 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $54,143 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $46,673 |
Interest on participant loans | 2017-12-31 | $4,025 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $253,499 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $244,362 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $665,095 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $492,572 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $417,263 |
Contract administrator fees | 2017-12-31 | $30,954 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2017-12-31 | 431947695 |
2016 : THE CENTER FOR AUTISM 403(B) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $1,329,843 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $593,530 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $559,540 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $11,214 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,085,631 |
Value of total assets at end of year | 2016-12-31 | $3,432,128 |
Value of total assets at beginning of year | 2016-12-31 | $2,695,815 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $22,776 |
Total interest from all sources | 2016-12-31 | $5,441 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $38,381 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $38,381 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $324,629 |
Participant contributions at end of year | 2016-12-31 | $99,055 |
Participant contributions at beginning of year | 2016-12-31 | $84,367 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $313,514 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $736,313 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,432,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,695,815 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,042,038 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,321,243 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $46,673 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $43,020 |
Interest on participant loans | 2016-12-31 | $5,441 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $244,362 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $247,185 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $200,390 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $447,488 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $559,540 |
Contract administrator fees | 2016-12-31 | $22,776 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2016-12-31 | 431947695 |
2015 : THE CENTER FOR AUTISM 403(B) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $642,657 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $555,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $532,290 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $4,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $684,080 |
Value of total assets at end of year | 2015-12-31 | $2,695,815 |
Value of total assets at beginning of year | 2015-12-31 | $2,608,449 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $18,253 |
Total interest from all sources | 2015-12-31 | $2,647 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $27,497 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $27,497 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $260,845 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $298,865 |
Participant contributions at end of year | 2015-12-31 | $84,367 |
Participant contributions at beginning of year | 2015-12-31 | $59,899 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,529 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $87,366 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,695,815 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,608,449 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,321,243 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,178,962 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $43,020 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $44,032 |
Interest on participant loans | 2015-12-31 | $2,647 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $247,185 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $325,556 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-71,567 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $380,686 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $532,290 |
Contract administrator fees | 2015-12-31 | $18,253 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2015-12-31 | 431947695 |
2014 : THE CENTER FOR AUTISM 403(B) PLAN 2014 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,763 |
Total income from all sources (including contributions) | 2014-12-31 | $726,329 |
Total of all expenses incurred | 2014-12-31 | $565,350 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $546,954 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $612,341 |
Value of total assets at end of year | 2014-12-31 | $2,608,449 |
Value of total assets at beginning of year | 2014-12-31 | $2,450,233 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $18,396 |
Total interest from all sources | 2014-12-31 | $9,973 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $127,787 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $127,787 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $283,506 |
Participant contributions at end of year | 2014-12-31 | $59,899 |
Participant contributions at beginning of year | 2014-12-31 | $38,890 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $9,401 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $33,496 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $2,763 |
Administrative expenses (other) incurred | 2014-12-31 | $2 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $160,979 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,608,449 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,447,470 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,178,962 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,017,189 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $44,032 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $57,152 |
Interest on participant loans | 2014-12-31 | $2,178 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $7,795 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $325,556 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $315,530 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-26,996 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $3,224 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $295,339 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $12,071 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $546,954 |
Contract administrator fees | 2014-12-31 | $18,394 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2014-12-31 | 431947695 |
2013 : THE CENTER FOR AUTISM 403(B) PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,763 |
Total income from all sources (including contributions) | 2013-12-31 | $888,893 |
Total of all expenses incurred | 2013-12-31 | $54,852 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $41,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $584,785 |
Value of total assets at end of year | 2013-12-31 | $2,450,233 |
Value of total assets at beginning of year | 2013-12-31 | $1,613,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $13,730 |
Total interest from all sources | 2013-12-31 | $8,436 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $90,236 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $90,236 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $283,235 |
Participant contributions at end of year | 2013-12-31 | $38,890 |
Participant contributions at beginning of year | 2013-12-31 | $13,665 |
Participant contributions at end of year | 2013-12-31 | $9,401 |
Participant contributions at beginning of year | 2013-12-31 | $12,835 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,732 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $2,763 |
Administrative expenses (other) incurred | 2013-12-31 | $1 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $834,041 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,447,470 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,613,429 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,017,189 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,180,337 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $57,152 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $45,933 |
Interest on participant loans | 2013-12-31 | $728 |
Interest earned on other investments | 2013-12-31 | $7,708 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $315,530 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $349,937 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $194,123 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $11,313 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $298,818 |
Employer contributions (assets) at end of year | 2013-12-31 | $12,071 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $10,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $41,122 |
Contract administrator fees | 2013-12-31 | $13,729 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2013-12-31 | 431947695 |
2012 : THE CENTER FOR AUTISM 403(B) PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Expenses. Interest paid | 2012-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $642,305 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $85,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $77,063 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $512,360 |
Value of total assets at end of year | 2012-12-31 | $1,359,699 |
Value of total assets at beginning of year | 2012-12-31 | $802,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,492 |
Total interest from all sources | 2012-12-31 | $2,496 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $20,684 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $20,684 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $265,820 |
Participant contributions at end of year | 2012-12-31 | $13,715 |
Participant contributions at end of year | 2012-12-31 | $12,835 |
Participant contributions at beginning of year | 2012-12-31 | $9,775 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $748 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $556,750 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,359,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $802,949 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,180,337 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $680,218 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $45,933 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $269 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $2,227 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $142,090 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $103,980 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $106,765 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $245,792 |
Employer contributions (assets) at end of year | 2012-12-31 | $10,722 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $8,976 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $77,063 |
Contract administrator fees | 2012-12-31 | $8,492 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2012-12-31 | 431947695 |
2011 : THE CENTER FOR AUTISM 403(B) PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $646,502 |
Total of all expenses incurred | 2011-12-31 | $95,515 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $93,625 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $670,653 |
Value of total assets at end of year | 2011-12-31 | $1,049,628 |
Value of total assets at beginning of year | 2011-12-31 | $498,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,890 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $9,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $9,400 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $203,782 |
Participant contributions at end of year | 2011-12-31 | $9,886 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $347,962 |
Administrative expenses (other) incurred | 2011-12-31 | $1,890 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $550,987 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,049,628 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $498,641 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $680,218 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $43,270 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $239,840 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $103,980 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $203,013 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $258,801 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-9,902 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-23,649 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $118,909 |
Employer contributions (assets) at end of year | 2011-12-31 | $9,261 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $93,625 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Qualified |
Accountancy firm name | 2011-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2011-12-31 | 431947695 |