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FRIENDSHIP HOUSE 401(K) P/S PLAN 401k Plan overview

Plan NameFRIENDSHIP HOUSE 401(K) P/S PLAN
Plan identification number 002

FRIENDSHIP HOUSE 401(K) P/S PLAN Benefits

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

FRIENDSHIP HOUSE has sponsored the creation of one or more 401k plans.

Company Name:FRIENDSHIP HOUSE
Employer identification number (EIN):240795422
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about FRIENDSHIP HOUSE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 132098

More information about FRIENDSHIP HOUSE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIENDSHIP HOUSE 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01CHRISTINE A. GILROY CHRISTINE A. GILROY2018-10-16
0022016-07-01CHRISTINE A GILROY CHRISTINE A GILROY2018-02-14
0022015-07-01CHRISTINE A. GILROY CHRISTINE A. GILROY2017-04-03
0022014-07-01CHRISTINE A. GILROY CHRISTINE A. GILROY2016-04-04
0022013-07-01CHRISTINE A. GILROY CHRISTINE A. GILROY2015-01-12
0022012-07-01CHRISTINE A. GILROY
0022011-07-01CHRISTINE A. GILROY
0022010-07-01CHRISTINE A. GILROY
0022009-07-01CHRISTINE A. GILROY

Plan Statistics for FRIENDSHIP HOUSE 401(K) P/S PLAN

401k plan membership statisitcs for FRIENDSHIP HOUSE 401(K) P/S PLAN

Measure Date Value
2022: FRIENDSHIP HOUSE 401(K) P/S PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01271
Total number of active participants reported on line 7a of the Form 55002022-07-01253
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0124
Total of all active and inactive participants2022-07-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01277
Number of participants with account balances2022-07-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: FRIENDSHIP HOUSE 401(K) P/S PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01259
Total number of active participants reported on line 7a of the Form 55002021-07-01248
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0120
Total of all active and inactive participants2021-07-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01268
Number of participants with account balances2021-07-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: FRIENDSHIP HOUSE 401(K) P/S PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01282
Total number of active participants reported on line 7a of the Form 55002020-07-01238
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0119
Total of all active and inactive participants2020-07-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01257
Number of participants with account balances2020-07-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: FRIENDSHIP HOUSE 401(K) P/S PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01295
Total number of active participants reported on line 7a of the Form 55002019-07-01250
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0119
Total of all active and inactive participants2019-07-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01269
Number of participants with account balances2019-07-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: FRIENDSHIP HOUSE 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01246
Total number of active participants reported on line 7a of the Form 55002018-07-01292
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0117
Total of all active and inactive participants2018-07-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01309
Number of participants with account balances2018-07-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: FRIENDSHIP HOUSE 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01247
Total number of active participants reported on line 7a of the Form 55002017-07-01203
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0144
Total of all active and inactive participants2017-07-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01247
Number of participants with account balances2017-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: FRIENDSHIP HOUSE 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01193
Total number of active participants reported on line 7a of the Form 55002016-07-01193
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0149
Total of all active and inactive participants2016-07-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01243
Number of participants with account balances2016-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: FRIENDSHIP HOUSE 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01190
Total number of active participants reported on line 7a of the Form 55002015-07-01134
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0154
Total of all active and inactive participants2015-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01188
Number of participants with account balances2015-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: FRIENDSHIP HOUSE 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01236
Total number of active participants reported on line 7a of the Form 55002014-07-01139
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0147
Total of all active and inactive participants2014-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01186
Number of participants with account balances2014-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: FRIENDSHIP HOUSE 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01273
Total number of active participants reported on line 7a of the Form 55002013-07-01156
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0179
Total of all active and inactive participants2013-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01235
Number of participants with account balances2013-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: FRIENDSHIP HOUSE 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01306
Total number of active participants reported on line 7a of the Form 55002012-07-01199
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0174
Total of all active and inactive participants2012-07-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01273
Number of participants with account balances2012-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: FRIENDSHIP HOUSE 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01334
Total number of active participants reported on line 7a of the Form 55002011-07-01242
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0164
Total of all active and inactive participants2011-07-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01306
Number of participants with account balances2011-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: FRIENDSHIP HOUSE 401(K) P/S PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01348
Total number of active participants reported on line 7a of the Form 55002010-07-01248
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0185
Total of all active and inactive participants2010-07-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01334
Number of participants with account balances2010-07-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015
2009: FRIENDSHIP HOUSE 401(K) P/S PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01449
Total number of active participants reported on line 7a of the Form 55002009-07-01266
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0177
Total of all active and inactive participants2009-07-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01343
Number of participants with account balances2009-07-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on FRIENDSHIP HOUSE 401(K) P/S PLAN

Measure Date Value
2023 : FRIENDSHIP HOUSE 401(K) P/S PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$347,505
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$54,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$36,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$185,044
Value of total assets at end of year2023-06-30$1,715,259
Value of total assets at beginning of year2023-06-30$1,421,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$18,067
Total interest from all sources2023-06-30$1,851
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$235
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$159,361
Participant contributions at end of year2023-06-30$28,839
Participant contributions at beginning of year2023-06-30$25,865
Participant contributions at end of year2023-06-30$6,163
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$25,683
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$292,656
Value of net assets at end of year (total assets less liabilities)2023-06-30$1,714,278
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$1,421,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$16,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$12,544
Value of interest in pooled separate accounts at end of year2023-06-30$1,611,201
Value of interest in pooled separate accounts at beginning of year2023-06-30$1,382,337
Interest on participant loans2023-06-30$1,123
Interest earned on other investments2023-06-30$728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$52,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$746
Net investment gain/loss from pooled separate accounts2023-06-30$159,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$35,801
Contract administrator fees2023-06-30$18,067
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BARBETTI MCHALE LLC
Accountancy firm EIN2023-06-30851549759
2022 : FRIENDSHIP HOUSE 401(K) P/S PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-119,437
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$83,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$64,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$124,787
Value of total assets at end of year2022-06-30$1,421,622
Value of total assets at beginning of year2022-06-30$1,624,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$19,199
Total interest from all sources2022-06-30$1,581
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$131
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$131
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
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$124,089
Participant contributions at end of year2022-06-30$25,865
Participant contributions at beginning of year2022-06-30$41,269
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-202,712
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,421,622
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,624,334
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$12,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,845
Value of interest in pooled separate accounts at end of year2022-06-30$1,382,337
Value of interest in pooled separate accounts at beginning of year2022-06-30$1,574,220
Interest on participant loans2022-06-30$1,575
Interest earned on other investments2022-06-30$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,653
Net investment gain/loss from pooled separate accounts2022-06-30$-244,283
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$64,076
Contract administrator fees2022-06-30$19,199
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30BARBETTI MCHALE, LLC
Accountancy firm EIN2022-06-30851549759
2021 : FRIENDSHIP HOUSE 401(K) P/S PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,307
Total income from all sources (including contributions)2021-06-30$473,387
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$75,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$58,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$114,298
Value of total assets at end of year2021-06-30$1,624,334
Value of total assets at beginning of year2021-06-30$1,228,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$17,071
Total interest from all sources2021-06-30$1,627
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$374
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$374
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
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$111,440
Participant contributions at end of year2021-06-30$41,269
Participant contributions at beginning of year2021-06-30$34,535
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$2,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$2,307
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$398,158
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,624,334
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,226,176
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$8,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$28,115
Value of interest in pooled separate accounts at end of year2021-06-30$1,574,220
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,165,833
Interest on participant loans2021-06-30$1,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$15,013
Net investment gain/loss from pooled separate accounts2021-06-30$342,075
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$58,158
Contract administrator fees2021-06-30$17,071
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 name2021-06-30BARBETTI MCHALE, LLC
Accountancy firm EIN2021-06-30851549759
2020 : FRIENDSHIP HOUSE 401(K) P/S PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,680
Total income from all sources (including contributions)2020-06-30$185,951
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$137,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$120,168
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$2,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$139,706
Value of total assets at end of year2020-06-30$1,228,483
Value of total assets at beginning of year2020-06-30$1,180,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$14,316
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$1,416
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$113
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$113
Administrative expenses professional fees incurred2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-06-30$0
Contributions received from participants2020-06-30$99,408
Participant contributions at end of year2020-06-30$34,535
Participant contributions at beginning of year2020-06-30$15,763
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$40,298
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$2,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$2,680
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$48,655
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,226,176
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,177,521
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-06-30$0
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-06-30$0
Investment advisory and management fees2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$28,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,683
Value of interest in pooled separate accounts at end of year2020-06-30$1,165,833
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,162,710
Interest on participant loans2020-06-30$1,414
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$2
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$45
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$3,198
Net investment gain/loss from pooled separate accounts2020-06-30$41,518
Net investment gain or loss from common/collective trusts2020-06-30$0
Net gain/loss from 103.12 investment entities2020-06-30$0
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$0
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$120,168
Contract administrator fees2020-06-30$14,316
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
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
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
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 name2020-06-30BARBETTI MCHALE, LLC
Accountancy firm EIN2020-06-30851549759
2019 : FRIENDSHIP HOUSE 401(K) P/S PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : FRIENDSHIP HOUSE 401(K) P/S PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2,472
Total income from all sources (including contributions)2018-06-30$137,032
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$166,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$153,645
Value of total corrective distributions2018-06-30$365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$49,095
Value of total assets at end of year2018-06-30$1,196,831
Value of total assets at beginning of year2018-06-30$1,229,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$12,755
Total interest from all sources2018-06-30$2
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$11,818
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$11,818
Administrative expenses professional fees incurred2018-06-30$8,000
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$49,095
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$2,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-29,733
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,196,831
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,226,564
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$859,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$839,944
Interest on participant loans2018-06-30$2
Income. Interest from loans (other than to participants)2018-06-30$0
Value of interest in common/collective trusts at end of year2018-06-30$337,489
Value of interest in common/collective trusts at beginning of year2018-06-30$388,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$73,313
Net investment gain or loss from common/collective trusts2018-06-30$2,804
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$153,645
Contract administrator fees2018-06-30$4,755
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 name2018-06-30MICHAEL A. BARBETTI
Accountancy firm EIN2018-06-30272871459
2017 : FRIENDSHIP HOUSE 401(K) P/S 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$2,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$5,650
Total income from all sources (including contributions)2017-06-30$169,454
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$281,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$265,877
Value of total corrective distributions2017-06-30$2,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$50,550
Value of total assets at end of year2017-06-30$1,229,036
Value of total assets at beginning of year2017-06-30$1,343,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$12,712
Total interest from all sources2017-06-30$21
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$14,080
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$14,080
Administrative expenses professional fees incurred2017-06-30$7,500
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$50,550
Participant contributions at end of year2017-06-30$320
Participant contributions at beginning of year2017-06-30$1,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$2,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$5,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-111,685
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,226,564
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,338,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$839,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$862,717
Interest on participant loans2017-06-30$21
Income. Interest from loans (other than to participants)2017-06-30$0
Value of interest in common/collective trusts at end of year2017-06-30$388,772
Value of interest in common/collective trusts at beginning of year2017-06-30$479,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$102,616
Net investment gain or loss from common/collective trusts2017-06-30$2,187
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$265,877
Contract administrator fees2017-06-30$5,212
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 name2017-06-30MICHAEL A. BARBETTI
Accountancy firm EIN2017-06-30272871459
2016 : FRIENDSHIP HOUSE 401(K) P/S 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$5,650
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$48,824
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$165,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$148,717
Value of total corrective distributions2016-06-30$5,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$58,357
Value of total assets at end of year2016-06-30$1,343,899
Value of total assets at beginning of year2016-06-30$1,454,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$11,014
Total interest from all sources2016-06-30$190
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$13,498
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$13,498
Administrative expenses professional fees incurred2016-06-30$7,500
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$52,562
Participant contributions at end of year2016-06-30$1,259
Participant contributions at beginning of year2016-06-30$11,795
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$5,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$5,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-116,557
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,338,249
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,454,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$862,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$866,329
Interest on participant loans2016-06-30$190
Income. Interest from loans (other than to participants)2016-06-30$0
Value of interest in common/collective trusts at end of year2016-06-30$479,923
Value of interest in common/collective trusts at beginning of year2016-06-30$576,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-24,462
Net investment gain or loss from common/collective trusts2016-06-30$1,241
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$148,717
Contract administrator fees2016-06-30$3,514
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 name2016-06-30MICHAEL A. BARBETTI
Accountancy firm EIN2016-06-30272871459
2015 : FRIENDSHIP HOUSE 401(K) P/S 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$58,659
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$307,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$292,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$35,627
Value of total assets at end of year2015-06-30$1,454,806
Value of total assets at beginning of year2015-06-30$1,703,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$14,547
Total interest from all sources2015-06-30$523
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$14,621
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$14,621
Administrative expenses professional fees incurred2015-06-30$7,504
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$35,627
Participant contributions at end of year2015-06-30$11,795
Participant contributions at beginning of year2015-06-30$20,957
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$1,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-248,783
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,454,806
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,703,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$866,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$934,452
Interest on participant loans2015-06-30$523
Value of interest in common/collective trusts at end of year2015-06-30$576,682
Value of interest in common/collective trusts at beginning of year2015-06-30$746,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$7,102
Net investment gain or loss from common/collective trusts2015-06-30$786
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$292,895
Contract administrator fees2015-06-30$7,043
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 name2015-06-30MICHAEL A. BARBETTI
Accountancy firm EIN2015-06-30272871459
2014 : FRIENDSHIP HOUSE 401(K) P/S 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$200,412
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$515,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$493,290
Expenses. Certain deemed distributions of participant loans2014-06-30$7,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$46,670
Value of total assets at end of year2014-06-30$1,703,589
Value of total assets at beginning of year2014-06-30$2,019,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$15,400
Total interest from all sources2014-06-30$1,441
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$15,373
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$15,373
Administrative expenses professional fees incurred2014-06-30$8,900
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$46,670
Participant contributions at end of year2014-06-30$20,957
Participant contributions at beginning of year2014-06-30$61,065
Participant contributions at end of year2014-06-30$1,654
Participant contributions at beginning of year2014-06-30$2,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-315,513
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,703,589
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,019,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$934,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,038,311
Interest on participant loans2014-06-30$1,441
Value of interest in common/collective trusts at end of year2014-06-30$746,526
Value of interest in common/collective trusts at beginning of year2014-06-30$917,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$135,283
Net investment gain or loss from common/collective trusts2014-06-30$1,645
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$493,290
Contract administrator fees2014-06-30$6,500
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 name2014-06-30MICHAEL A. BARBETTI
Accountancy firm EIN2014-06-30272871459
2013 : FRIENDSHIP HOUSE 401(K) P/S 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$202,237
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$419,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$404,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$69,484
Value of total assets at end of year2013-06-30$2,019,102
Value of total assets at beginning of year2013-06-30$2,236,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$14,702
Total interest from all sources2013-06-30$2,109
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$20,138
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$20,138
Administrative expenses professional fees incurred2013-06-30$8,500
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
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$69,484
Participant contributions at end of year2013-06-30$61,065
Participant contributions at beginning of year2013-06-30$69,544
Participant contributions at end of year2013-06-30$2,159
Participant contributions at beginning of year2013-06-30$3,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-216,954
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,019,102
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,236,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,038,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,008,318
Interest on participant loans2013-06-30$2,109
Value of interest in common/collective trusts at end of year2013-06-30$917,567
Value of interest in common/collective trusts at beginning of year2013-06-30$1,154,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$105,457
Net investment gain or loss from common/collective trusts2013-06-30$5,049
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$404,489
Contract administrator fees2013-06-30$6,202
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 name2013-06-30SNYDER & CLEMENTE
Accountancy firm EIN2013-06-30232535812
2012 : FRIENDSHIP HOUSE 401(K) P/S 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$108,084
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$237,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$220,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$99,429
Value of total assets at end of year2012-06-30$2,236,056
Value of total assets at beginning of year2012-06-30$2,365,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$16,966
Total interest from all sources2012-06-30$1,888
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$17,246
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$17,246
Administrative expenses professional fees incurred2012-06-30$7,500
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
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$99,429
Participant contributions at end of year2012-06-30$69,544
Participant contributions at end of year2012-06-30$3,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-129,515
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,236,056
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,365,571
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$1,008,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$985,816
Interest on participant loans2012-06-30$1,888
Value of interest in common/collective trusts at end of year2012-06-30$1,154,729
Value of interest in common/collective trusts at beginning of year2012-06-30$1,379,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-23,609
Net investment gain or loss from common/collective trusts2012-06-30$13,130
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$220,633
Contract administrator fees2012-06-30$9,466
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 name2012-06-30SNYDER AND CLEMENTE
Accountancy firm EIN2012-06-30232535812
2011 : FRIENDSHIP HOUSE 401(K) P/S 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$308,303
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$189,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$175,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$109,677
Value of total assets at end of year2011-06-30$2,365,571
Value of total assets at beginning of year2011-06-30$2,246,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$14,457
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$13,572
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$13,572
Administrative expenses professional fees incurred2011-06-30$6,500
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
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$109,677
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$118,580
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,365,571
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,246,991
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$985,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$715,659
Value of interest in common/collective trusts at end of year2011-06-30$1,379,755
Value of interest in common/collective trusts at beginning of year2011-06-30$1,531,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$163,315
Net investment gain or loss from common/collective trusts2011-06-30$21,739
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$175,266
Contract administrator fees2011-06-30$7,957
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 name2011-06-30SNYDER AND CLEMENTE
Accountancy firm EIN2011-06-30232535812
2010 : FRIENDSHIP HOUSE 401(K) P/S 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 FRIENDSHIP HOUSE 401(K) P/S PLAN

2022: FRIENDSHIP HOUSE 401(K) P/S PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: FRIENDSHIP HOUSE 401(K) P/S PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FRIENDSHIP HOUSE 401(K) P/S PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FRIENDSHIP HOUSE 401(K) P/S PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FRIENDSHIP HOUSE 401(K) P/S PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FRIENDSHIP HOUSE 401(K) P/S PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
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: FRIENDSHIP HOUSE 401(K) P/S 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: FRIENDSHIP HOUSE 401(K) P/S 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: FRIENDSHIP HOUSE 401(K) P/S 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: FRIENDSHIP HOUSE 401(K) P/S 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: FRIENDSHIP HOUSE 401(K) P/S 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: FRIENDSHIP HOUSE 401(K) P/S 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: FRIENDSHIP HOUSE 401(K) P/S 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: FRIENDSHIP HOUSE 401(K) P/S 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 – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467046
Policy instance 2
Insurance contract or identification number467046
Number of Individuals Covered277
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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 Covered277
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467046
Policy instance 2
Insurance contract or identification number467046
Number of Individuals Covered268
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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 Covered268
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467046
Policy instance 2
Insurance contract or identification number467046
Number of Individuals Covered257
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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 Covered257
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467046
Policy instance 2
Insurance contract or identification number467046
Number of Individuals Covered269
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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 date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467046
Policy instance 2
Insurance contract or identification number467046
Number of Individuals Covered309
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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 Covered309
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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

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