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COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan NameCOMMUNITY SERVICE FOUNDATION RETIREMENT PLAN
Plan identification number 001

COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY SERVICE FOUNDATION, IN has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY SERVICE FOUNDATION, IN
Employer identification number (EIN):232041622
NAIC Classification:611000

Additional information about COMMUNITY SERVICE FOUNDATION, IN

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 75813

More information about COMMUNITY SERVICE FOUNDATION, IN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01ROBIN TURNER-TOLLEY ROBIN TURNER-TOLLEY2019-03-15
0012017-07-01
0012016-07-01LINDA KLIGMAN
0012015-07-01LINDA KLIGMAN
0012014-07-01JUDY HAPP
0012013-07-01JUDY HAPP
0012012-07-01JUDY HAPP
0012011-07-01JUDY HAPP
0012010-07-01JUDY HAPP
0012009-07-01JUDY HAPP

Plan Statistics for COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN

Measure Date Value
2021: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01275
Total number of active participants reported on line 7a of the Form 55002021-07-01163
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01154
Total of all active and inactive participants2021-07-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01317
Number of participants with account balances2021-07-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-012
2020: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01262
Total number of active participants reported on line 7a of the Form 55002020-07-01152
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01121
Total of all active and inactive participants2020-07-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01273
Number of participants with account balances2020-07-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01225
Total number of active participants reported on line 7a of the Form 55002019-07-01158
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01103
Total of all active and inactive participants2019-07-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01261
Number of participants with account balances2019-07-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01190
Total number of active participants reported on line 7a of the Form 55002018-07-01156
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0169
Total of all active and inactive participants2018-07-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01225
Number of participants with account balances2018-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01161
Total number of active participants reported on line 7a of the Form 55002017-07-01157
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0130
Total of all active and inactive participants2017-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01187
Number of participants with account balances2017-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01166
Total number of active participants reported on line 7a of the Form 55002016-07-01144
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0117
Total of all active and inactive participants2016-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01161
Number of participants with account balances2016-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01178
Total number of active participants reported on line 7a of the Form 55002015-07-01144
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0122
Total of all active and inactive participants2015-07-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01166
Number of participants with account balances2015-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01181
Total number of active participants reported on line 7a of the Form 55002014-07-01138
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0125
Total of all active and inactive participants2014-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01163
Number of participants with account balances2014-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01169
Total number of active participants reported on line 7a of the Form 55002013-07-01144
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0120
Total of all active and inactive participants2013-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01164
Number of participants with account balances2013-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01167
Total number of active participants reported on line 7a of the Form 55002012-07-01146
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0123
Total of all active and inactive participants2012-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01169
Number of participants with account balances2012-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01214
Total number of active participants reported on line 7a of the Form 55002011-07-01135
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0122
Total of all active and inactive participants2011-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01157
Number of participants with account balances2011-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01204
Total number of active participants reported on line 7a of the Form 55002010-07-01179
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0117
Total of all active and inactive participants2010-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01196
Number of participants with account balances2010-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01178
Total number of active participants reported on line 7a of the Form 55002009-07-01187
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0117
Total of all active and inactive participants2009-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01204
Number of participants with account balances2009-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN

Measure Date Value
2022 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$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$0
Total income from all sources (including contributions)2022-06-30$-292,758
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$599,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$598,138
Expenses. Certain deemed distributions of participant loans2022-06-30$306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$705,358
Value of total assets at end of year2022-06-30$6,078,733
Value of total assets at beginning of year2022-06-30$6,970,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,005
Total interest from all sources2022-06-30$306
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$216,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$216,199
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$348,183
Participant contributions at end of year2022-06-30$1,200
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$8,645
Administrative expenses (other) incurred2022-06-30$1,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-892,207
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,078,733
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,970,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$5,621,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$6,674,337
Interest on participant loans2022-06-30$306
Value of interest in common/collective trusts at end of year2022-06-30$172,534
Value of interest in common/collective trusts at beginning of year2022-06-30$138,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,216,585
Net investment gain or loss from common/collective trusts2022-06-30$1,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$348,530
Employer contributions (assets) at end of year2022-06-30$283,669
Employer contributions (assets) at beginning of year2022-06-30$158,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$598,138
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FISCHER DORWART P.C.
Accountancy firm EIN2022-06-30232247478
2021 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets to this plan2021-06-30$0
Total transfer of assets from this plan2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,052,875
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$313,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$312,579
Expenses. Certain deemed distributions of participant loans2021-06-30$289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$464,872
Value of total assets at end of year2021-06-30$6,970,940
Value of total assets at beginning of year2021-06-30$5,231,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$935
Total interest from all sources2021-06-30$292
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$183,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$183,258
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$303,369
Participant contributions at beginning of year2021-06-30$1,014
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$3,192
Administrative expenses (other) incurred2021-06-30$935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,739,072
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,970,940
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,231,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$6,674,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,920,085
Interest on participant loans2021-06-30$292
Value of interest in common/collective trusts at end of year2021-06-30$138,292
Value of interest in common/collective trusts at beginning of year2021-06-30$154,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,401,748
Net investment gain or loss from common/collective trusts2021-06-30$2,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$158,311
Employer contributions (assets) at end of year2021-06-30$158,311
Employer contributions (assets) at beginning of year2021-06-30$156,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$312,579
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2021-06-30232247478
2020 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total transfer of assets from this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$686,358
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$110,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$104,953
Expenses. Certain deemed distributions of participant loans2020-06-30$4,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$532,678
Value of total assets at end of year2020-06-30$5,231,868
Value of total assets at beginning of year2020-06-30$4,656,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$910
Total interest from all sources2020-06-30$474
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$155,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$155,779
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$466,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$289,491
Participant contributions at end of year2020-06-30$1,014
Participant contributions at beginning of year2020-06-30$9,920
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$86,487
Administrative expenses (other) incurred2020-06-30$910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$575,512
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,231,868
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,656,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,920,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,367,784
Interest on participant loans2020-06-30$474
Value of interest in common/collective trusts at end of year2020-06-30$154,069
Value of interest in common/collective trusts at beginning of year2020-06-30$125,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-6,092
Net investment gain or loss from common/collective trusts2020-06-30$3,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$156,700
Employer contributions (assets) at end of year2020-06-30$156,700
Employer contributions (assets) at beginning of year2020-06-30$153,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$104,953
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2020-06-30232247478
2019 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$718,620
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$265,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$264,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$419,970
Value of total assets at end of year2019-06-30$4,656,356
Value of total assets at beginning of year2019-06-30$4,202,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,160
Total interest from all sources2019-06-30$474
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$141,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$141,426
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$421,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$255,740
Participant contributions at end of year2019-06-30$9,920
Participant contributions at beginning of year2019-06-30$5,847
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$11,079
Administrative expenses (other) incurred2019-06-30$1,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$453,439
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,656,356
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,202,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,367,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,942,144
Interest on participant loans2019-06-30$474
Value of interest in common/collective trusts at end of year2019-06-30$125,501
Value of interest in common/collective trusts at beginning of year2019-06-30$109,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$154,396
Net investment gain or loss from common/collective trusts2019-06-30$2,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$153,151
Employer contributions (assets) at end of year2019-06-30$153,151
Employer contributions (assets) at beginning of year2019-06-30$144,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$264,021
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2019-06-30232247478
2018 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$739,282
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$60,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$60,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$427,600
Value of total assets at end of year2018-06-30$4,202,917
Value of total assets at beginning of year2018-06-30$3,524,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$290
Total interest from all sources2018-06-30$29
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$18,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$18,034
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$353,000
If this is an individual account plan, was there a blackout period2018-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$194,677
Participant contributions at end of year2018-06-30$5,847
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$87,944
Administrative expenses (other) incurred2018-06-30$290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$678,406
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,202,917
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,524,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,942,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,298,708
Interest on participant loans2018-06-30$29
Value of interest in common/collective trusts at end of year2018-06-30$109,947
Value of interest in common/collective trusts at beginning of year2018-06-30$97,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$293,049
Net investment gain or loss from common/collective trusts2018-06-30$570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$144,979
Employer contributions (assets) at end of year2018-06-30$144,979
Employer contributions (assets) at beginning of year2018-06-30$128,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$60,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2018-06-30232247478
2017 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$622,485
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$606,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$575,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$294,798
Value of total assets at end of year2017-06-30$3,524,511
Value of total assets at beginning of year2017-06-30$3,508,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$30,962
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$139,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$139,642
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$161,044
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$5,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$16,424
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,524,511
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,508,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$17,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,298,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,291,198
Value of interest in common/collective trusts at end of year2017-06-30$97,337
Value of interest in common/collective trusts at beginning of year2017-06-30$102,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$188,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$128,466
Employer contributions (assets) at end of year2017-06-30$128,466
Employer contributions (assets) at beginning of year2017-06-30$113,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$575,099
Contract administrator fees2017-06-30$13,765
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2017-06-30232247478
2016 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$266,375
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$495,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$466,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$264,986
Value of total assets at end of year2016-06-30$3,508,087
Value of total assets at beginning of year2016-06-30$3,736,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$28,498
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$195,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$195,439
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$151,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-228,794
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,508,087
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,736,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$22,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,291,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,530,240
Value of interest in common/collective trusts at end of year2016-06-30$102,988
Value of interest in common/collective trusts at beginning of year2016-06-30$92,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-194,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$113,901
Employer contributions (assets) at end of year2016-06-30$113,901
Employer contributions (assets) at beginning of year2016-06-30$113,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$466,671
Contract administrator fees2016-06-30$5,793
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2016-06-30232247478
2015 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$373,392
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$82,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$52,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$269,107
Value of total assets at end of year2015-06-30$3,736,881
Value of total assets at beginning of year2015-06-30$3,445,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$29,810
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$217,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$217,058
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$154,332
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$290,908
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,736,881
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,445,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$24,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,530,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,259,227
Value of interest in common/collective trusts at end of year2015-06-30$92,792
Value of interest in common/collective trusts at beginning of year2015-06-30$83,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-112,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$113,849
Employer contributions (assets) at end of year2015-06-30$113,849
Employer contributions (assets) at beginning of year2015-06-30$103,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$52,674
Contract administrator fees2015-06-30$5,457
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2015-06-30232247478
2014 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$769,113
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$175,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$149,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$304,821
Value of total assets at end of year2014-06-30$3,445,973
Value of total assets at beginning of year2014-06-30$2,852,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$26,853
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$123,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$123,085
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$146,512
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$55,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$593,231
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,445,973
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,852,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$21,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,259,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,675,058
Value of interest in common/collective trusts at end of year2014-06-30$83,537
Value of interest in common/collective trusts at beginning of year2014-06-30$79,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$341,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$103,209
Employer contributions (assets) at end of year2014-06-30$103,209
Employer contributions (assets) at beginning of year2014-06-30$98,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$149,029
Contract administrator fees2014-06-30$5,419
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2014-06-30232247478
2013 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$526,050
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$206,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$181,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$262,897
Value of total assets at end of year2013-06-30$2,852,742
Value of total assets at beginning of year2013-06-30$2,532,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$24,832
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$77,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$77,966
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$137,410
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$27,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$319,757
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,852,742
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,532,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$18,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,675,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,334,550
Value of interest in common/collective trusts at end of year2013-06-30$79,268
Value of interest in common/collective trusts at beginning of year2013-06-30$72,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$185,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$98,416
Employer contributions (assets) at end of year2013-06-30$98,416
Employer contributions (assets) at beginning of year2013-06-30$125,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$181,461
Contract administrator fees2013-06-30$6,160
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2013-06-30232247478
2012 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$373,153
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$292,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$265,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$281,862
Value of total assets at end of year2012-06-30$2,532,985
Value of total assets at beginning of year2012-06-30$2,452,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$27,130
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$87,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$87,964
Administrative expenses professional fees incurred2012-06-30$27,130
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$156,075
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$8,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$80,310
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,532,985
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,452,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,334,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,222,080
Value of interest in common/collective trusts at end of year2012-06-30$72,648
Value of interest in common/collective trusts at beginning of year2012-06-30$67,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$3,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$125,787
Employer contributions (assets) at end of year2012-06-30$125,787
Employer contributions (assets) at beginning of year2012-06-30$154,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$265,713
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2012-06-30232247478
2011 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$744,330
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$166,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$128,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$344,834
Value of total assets at end of year2011-06-30$2,452,675
Value of total assets at beginning of year2011-06-30$1,875,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$38,489
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$60,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$60,587
Administrative expenses professional fees incurred2011-06-30$38,489
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$187,092
Participant contributions at end of year2011-06-30$8,432
Participant contributions at beginning of year2011-06-30$7,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$577,550
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,452,675
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,875,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,222,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,703,711
Value of interest in common/collective trusts at end of year2011-06-30$67,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$338,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$157,742
Employer contributions (assets) at end of year2011-06-30$154,737
Employer contributions (assets) at beginning of year2011-06-30$163,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$128,291
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2011-06-30232247478
2010 : COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN

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

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