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COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 401k Plan overview

Plan NameCOMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST
Plan identification number 001

COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 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).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY SUPPORT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY SUPPORT SERVICES, INC.
Employer identification number (EIN):237029146
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about COMMUNITY SUPPORT SERVICES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1969-01-22
Company Identification Number: 379859
Legal Registered Office Address: 150 CROSS STREET
-
AKRON
United States of America (USA)
44311

More information about COMMUNITY SUPPORT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUGLAS WAGNER DOUGLAS WAGNER2018-09-18
0012016-01-01DOUG WAGNER DOUG WAGNER2017-07-24
0012015-01-01DOUGLAS WAGNER DOUGLAS WAGNER2016-07-12
0012014-01-01DOUGLAS WAGNER DOUGLAS WAGNER2015-07-09
0012014-01-01DOUGLAS WAGNER DOUGLAS WAGNER2015-07-09
0012013-01-01DOUGLAS WAGNER DOUGLAS WAGNER2014-07-31
0012012-01-01DOUG WAGNER DOUG WAGNER2013-07-29
0012011-01-01DOUGLAS WAGNER DOUGLAS WAGNER2012-10-04
0012010-01-01DOUGLAS WAGNER DOUGLAS WAGNER2011-10-10
0012009-01-01DOUGLAS WAGNER DOUGLAS WAGNER2010-09-02

Plan Statistics for COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST

401k plan membership statisitcs for COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST

Measure Date Value
2022: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01326
Total number of active participants reported on line 7a of the Form 55002022-01-01273
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01322
Number of participants with account balances2022-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01320
Total number of active participants reported on line 7a of the Form 55002021-01-01265
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01324
Number of participants with account balances2021-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01335
Total number of active participants reported on line 7a of the Form 55002020-01-01266
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01312
Number of participants with account balances2020-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01325
Total number of active participants reported on line 7a of the Form 55002019-01-01291
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01335
Number of participants with account balances2019-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01251
Total number of active participants reported on line 7a of the Form 55002018-01-01223
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01269
Number of participants with account balances2018-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01252
Total number of active participants reported on line 7a of the Form 55002017-01-01220
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01254
Number of participants with account balances2017-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01257
Total number of active participants reported on line 7a of the Form 55002016-01-01205
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01238
Number of participants with account balances2016-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01267
Total number of active participants reported on line 7a of the Form 55002015-01-01209
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01245
Number of participants with account balances2015-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01266
Total number of active participants reported on line 7a of the Form 55002014-01-01223
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01251
Number of participants with account balances2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01295
Total number of active participants reported on line 7a of the Form 55002013-01-01224
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01256
Number of participants with account balances2013-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01248
Total number of active participants reported on line 7a of the Form 55002012-01-01253
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01282
Number of participants with account balances2012-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01274
Total number of active participants reported on line 7a of the Form 55002011-01-01220
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01264
Total participants2011-01-01264
Number of participants with account balances2011-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01270
Total number of active participants reported on line 7a of the Form 55002010-01-01225
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0161
Total of all active and inactive participants2010-01-01286
Total participants2010-01-01286
Number of participants with account balances2010-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01262
Total number of active participants reported on line 7a of the Form 55002009-01-01221
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01270
Number of participants with account balances2009-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST

Measure Date Value
2022 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-830,927
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,043,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$965,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,296,659
Value of total assets at end of year2022-12-31$12,367,920
Value of total assets at beginning of year2022-12-31$14,242,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$77,974
Total interest from all sources2022-12-31$29,730
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$241,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$241,483
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$728,306
Participant contributions at end of year2022-12-31$319,565
Participant contributions at beginning of year2022-12-31$388,119
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$42,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,874,350
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,367,920
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,242,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,434,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,523,342
Interest on participant loans2022-12-31$20,274
Interest earned on other investments2022-12-31$9,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$612,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$322,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,398,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$525,803
Employer contributions (assets) at end of year2022-12-31$1,221
Employer contributions (assets) at beginning of year2022-12-31$8,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$965,449
Contract administrator fees2022-12-31$77,974
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH, LLP
Accountancy firm EIN2022-12-31363168081
2021 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,647,571
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,296,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,212,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,162,621
Value of total assets at end of year2021-12-31$14,242,270
Value of total assets at beginning of year2021-12-31$12,890,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,466
Total interest from all sources2021-12-31$28,664
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$222,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$222,291
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$657,788
Participant contributions at end of year2021-12-31$388,119
Participant contributions at beginning of year2021-12-31$365,938
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$982
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$63,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,351,278
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,242,270
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,890,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,523,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,222,117
Interest on participant loans2021-12-31$23,317
Interest earned on other investments2021-12-31$5,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$322,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$301,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,233,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$441,478
Employer contributions (assets) at end of year2021-12-31$8,334
Employer contributions (assets) at beginning of year2021-12-31$158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,212,827
Contract administrator fees2021-12-31$83,466
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH, LLP
Accountancy firm EIN2021-12-31363168081
2020 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2020 401k financial data
Total liabilities at end 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$2,750,038
Total of all expenses incurred2020-12-31$2,270,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,194,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,198,456
Value of total assets at end of year2020-12-31$12,890,992
Value of total assets at beginning of year2020-12-31$12,411,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,975
Total interest from all sources2020-12-31$27,913
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$190,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$190,764
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$715,776
Participant contributions at end of year2020-12-31$365,938
Participant contributions at beginning of year2020-12-31$338,983
Participant contributions at end of year2020-12-31$982
Participant contributions at beginning of year2020-12-31$21,988
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$479,762
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,890,992
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,411,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,222,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,945,571
Interest on participant loans2020-12-31$23,132
Interest earned on other investments2020-12-31$4,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$301,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$79,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,332,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$459,527
Employer contributions (assets) at end of year2020-12-31$158
Employer contributions (assets) at beginning of year2020-12-31$25,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,194,301
Contract administrator fees2020-12-31$75,975
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH, LLP
Accountancy firm EIN2020-12-31363168081
2019 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,590,656
Total of all expenses incurred2019-12-31$2,280,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,201,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,706,531
Value of total assets at end of year2019-12-31$12,411,230
Value of total assets at beginning of year2019-12-31$8,100,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,931
Total interest from all sources2019-12-31$19,846
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$255,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$255,559
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$649,896
Participant contributions at end of year2019-12-31$338,983
Participant contributions at beginning of year2019-12-31$251,231
Participant contributions at end of year2019-12-31$21,988
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,623,419
Other income not declared elsewhere2019-12-31$2,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,310,401
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,411,230
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,100,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,945,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,823,235
Interest on participant loans2019-12-31$19,243
Interest earned on other investments2019-12-31$603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,606,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$433,216
Employer contributions (assets) at end of year2019-12-31$25,212
Employer contributions (assets) at beginning of year2019-12-31$15,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,201,324
Contract administrator fees2019-12-31$78,931
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SIKICH, LLP
Accountancy firm EIN2019-12-31363168081
2018 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$41,043
Total of all expenses incurred2018-12-31$1,156,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,100,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$473,727
Value of total assets at end of year2018-12-31$8,100,829
Value of total assets at beginning of year2018-12-31$9,216,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,325
Total interest from all sources2018-12-31$16,076
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$191,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$191,243
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$465,777
Amount contributed by the employer to the plan for this plan year2018-12-31$465,777
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$251,231
Participant contributions at beginning of year2018-12-31$243,409
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,115,951
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,100,829
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,216,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,823,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,947,491
Interest on participant loans2018-12-31$16,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,924
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-640,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$461,008
Employer contributions (assets) at end of year2018-12-31$15,849
Employer contributions (assets) at beginning of year2018-12-31$15,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,100,669
Contract administrator fees2018-12-31$56,325
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SIKICH, LLP
Accountancy firm EIN2018-12-31363168081
2017 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,704,500
Total of all expenses incurred2017-12-31$517,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$463,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$478,689
Value of total assets at end of year2017-12-31$9,216,780
Value of total assets at beginning of year2017-12-31$8,029,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,714
Total interest from all sources2017-12-31$15,510
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$169,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$169,899
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$448,600
Amount contributed by the employer to the plan for this plan year2017-12-31$448,600
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$243,409
Participant contributions at beginning of year2017-12-31$277,665
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,186,998
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,216,780
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,029,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,947,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,712,011
Interest on participant loans2017-12-31$15,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$23,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,040,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$434,816
Employer contributions (assets) at end of year2017-12-31$15,956
Employer contributions (assets) at beginning of year2017-12-31$16,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$463,788
Contract administrator fees2017-12-31$53,714
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SIKICH, LLP
Accountancy firm EIN2017-12-31363168081
2016 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$988,142
Total of all expenses incurred2016-12-31$811,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$786,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$510,928
Value of total assets at end of year2016-12-31$8,029,782
Value of total assets at beginning of year2016-12-31$7,853,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,904
Total interest from all sources2016-12-31$16,022
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$118,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$118,262
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$455,845
Amount contributed by the employer to the plan for this plan year2016-12-31$455,845
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$277,665
Participant contributions at beginning of year2016-12-31$305,556
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$55,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$176,460
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,029,782
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,853,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,712,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,501,394
Interest on participant loans2016-12-31$16,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$23,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$29,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$342,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$455,199
Employer contributions (assets) at end of year2016-12-31$16,241
Employer contributions (assets) at beginning of year2016-12-31$16,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$786,778
Contract administrator fees2016-12-31$24,904
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$432,871
Total of all expenses incurred2015-12-31$762,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$727,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$495,262
Value of total assets at end of year2015-12-31$7,853,322
Value of total assets at beginning of year2015-12-31$8,183,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,095
Total interest from all sources2015-12-31$18,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$474,219
Amount contributed by the employer to the plan for this plan year2015-12-31$474,219
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$305,556
Participant contributions at beginning of year2015-12-31$336,722
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-329,709
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,853,322
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,183,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,501,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,831,981
Interest on participant loans2015-12-31$18,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$29,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-80,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$474,219
Employer contributions (assets) at end of year2015-12-31$16,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$727,485
Contract administrator fees2015-12-31$35,095
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$854,878
Total of all expenses incurred2014-12-31$665,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$636,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$443,460
Value of total assets at end of year2014-12-31$8,183,031
Value of total assets at beginning of year2014-12-31$7,993,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,186
Total interest from all sources2014-12-31$18,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$443,460
Amount contributed by the employer to the plan for this plan year2014-12-31$443,460
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$336,722
Participant contributions at beginning of year2014-12-31$370,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$189,496
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,183,031
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,993,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,831,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,451,669
Interest on participant loans2014-12-31$18,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$171,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$392,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$443,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$636,196
Contract administrator fees2014-12-31$29,186
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRUNER-COX LLP
Accountancy firm EIN2014-12-31340641962
2013 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,575,881
Total of all expenses incurred2013-12-31$324,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$296,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$442,463
Value of total assets at end of year2013-12-31$7,993,535
Value of total assets at beginning of year2013-12-31$6,742,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,940
Total interest from all sources2013-12-31$19,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$442,432
Amount contributed by the employer to the plan for this plan year2013-12-31$442,432
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$437,874
Participant contributions at end of year2013-12-31$370,408
Participant contributions at beginning of year2013-12-31$307,594
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,251,268
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,993,535
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,742,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,451,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,250,303
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$19,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$171,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$167,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,113,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at beginning of year2013-12-31$16,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$296,673
Contract administrator fees2013-12-31$27,940
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRUNER-COX LLP
Accountancy firm EIN2013-12-31340641962
2012 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,392,502
Total of all expenses incurred2012-12-31$527,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$492,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$562,238
Value of total assets at end of year2012-12-31$6,742,267
Value of total assets at beginning of year2012-12-31$5,877,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35,216
Total interest from all sources2012-12-31$14,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Minimum employer required contribution for this plan year2012-12-31$451,297
Amount contributed by the employer to the plan for this plan year2012-12-31$451,297
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$307,594
Participant contributions at beginning of year2012-12-31$281,656
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$110,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$865,006
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,742,267
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,877,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,250,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,595,605
Value of interest in pooled separate accounts at end of year2012-12-31$0
Interest on participant loans2012-12-31$14,285
Interest earned on other investments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$167,461
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$815,979
Net investment gain/loss from pooled separate accounts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$451,297
Employer contributions (assets) at end of year2012-12-31$16,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$492,280
Contract administrator fees2012-12-31$35,216
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRUNER-COX LLP
Accountancy firm EIN2012-12-31340641962
2011 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$414,671
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$409,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$382,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$442,680
Value of total assets at end of year2011-12-31$5,877,261
Value of total assets at beginning of year2011-12-31$5,872,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,684
Total interest from all sources2011-12-31$14,665
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$442,680
Amount contributed by the employer to the plan for this plan year2011-12-31$442,680
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$281,656
Participant contributions at beginning of year2011-12-31$219,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,008
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,877,261
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,872,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,595,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,652,893
Interest on participant loans2011-12-31$14,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-42,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$442,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$382,979
Contract administrator fees2011-12-31$26,684
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRUNER-COX LLP
Accountancy firm EIN2011-12-31340641962
2010 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,027,903
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$128,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$102,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$438,480
Value of total assets at end of year2010-12-31$5,872,253
Value of total assets at beginning of year2010-12-31$4,973,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,500
Total interest from all sources2010-12-31$15,830
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$26,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$438,480
Amount contributed by the employer to the plan for this plan year2010-12-31$438,480
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$219,360
Participant contributions at beginning of year2010-12-31$262,325
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$899,176
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,872,253
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,973,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,469,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,710,752
Interest on participant loans2010-12-31$15,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$183,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$573,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$438,480
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$102,227
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2010-12-31341912961
2009 : COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$394,925
Amount contributed by the employer to the plan for this plan year2009-12-31$394,925

Form 5500 Responses for COMMUNITY SUPPORT SERVICES, INC. PENSION PLAN AND TRUST

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered340
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $287
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees287
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered336
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $174
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees101
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered322
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $113
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees113
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered340
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered330
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered269
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $12
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePENSION ADMINISTRATION & CONSULTING
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered249
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePENSION ADMINISTRATION & CONSULTING
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered262
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $66
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees66
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePENSION ADMINISTRATION & CONSULTING
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered256
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,596
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2596
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker namePENSION ADMINISTRATION & CONSULTING
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered386
Insurance policy start date2012-08-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,000
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1000
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker namePENSION ADMINISTRATION & CONSULTING

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