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COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 401k Plan overview

Plan NameCOMMUNITY LIVING AND LEARNING INC. PENSION PLAN
Plan identification number 001

COMMUNITY LIVING AND LEARNING INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY LIVING & LEARNING INC has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY LIVING & LEARNING INC
Employer identification number (EIN):251269389
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY LIVING AND LEARNING INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01NATHANIEL HAGGERTY NATHANIEL HAGGERTY2016-05-12
0012014-01-01TODD BARTON TODD BARTON2015-04-15
0012013-01-01LAURETTA LUTZ LAURETTA LUTZ2014-07-03
0012012-01-01LAURETTA LUTZ LAURETTA LUTZ2013-09-27
0012011-01-01LAURETTA LUTZ LAURETTA LUTZ2012-08-02

Plan Statistics for COMMUNITY LIVING AND LEARNING INC. PENSION PLAN

401k plan membership statisitcs for COMMUNITY LIVING AND LEARNING INC. PENSION PLAN

Measure Date Value
2015: COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0157
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0175
Total number of active participants reported on line 7a of the Form 55002014-01-0185
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0187
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0169
Total number of active participants reported on line 7a of the Form 55002013-01-0179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0181
Number of participants with account balances2013-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0189
Total number of active participants reported on line 7a of the Form 55002012-01-0177
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0179
Number of participants with account balances2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0179
Total number of active participants reported on line 7a of the Form 55002011-01-0183
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0187
Number of participants with account balances2011-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on COMMUNITY LIVING AND LEARNING INC. PENSION PLAN

Measure Date Value
2015 : COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-29$0
Total plan liabilities at end of year2015-12-29$0
Total plan liabilities at beginning of year2015-12-29$0
Total income from all sources2015-12-29$36,971
Expenses. Total of all expenses incurred2015-12-29$600,804
Benefits paid (including direct rollovers)2015-12-29$598,312
Total plan assets at end of year2015-12-29$0
Total plan assets at beginning of year2015-12-29$563,833
Value of fidelity bond covering the plan2015-12-29$195,000
Total contributions received or receivable from participants2015-12-29$0
Expenses. Other expenses not covered elsewhere2015-12-29$0
Contributions received from other sources (not participants or employers)2015-12-29$0
Other income received2015-12-29$7,729
Noncash contributions received2015-12-29$0
Net income (gross income less expenses)2015-12-29$-563,833
Net plan assets at end of year (total assets less liabilities)2015-12-29$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-29$563,833
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-29$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-29$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-29$0
Total contributions received or receivable from employer(s)2015-12-29$29,242
Value of certain deemed distributions of participant loans2015-12-29$0
Value of corrective distributions2015-12-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-29$2,492
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-29$0
Funding deficiency by the employer to the plan for this plan year2015-12-29$0
Minimum employer required contribution for this plan year2015-12-29$37,054
Amount contributed by the employer to the plan for this plan year2015-12-29$37,054
2014 : COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$86,058
Expenses. Total of all expenses incurred2014-12-31$99,717
Benefits paid (including direct rollovers)2014-12-31$98,915
Total plan assets at end of year2014-12-31$563,833
Total plan assets at beginning of year2014-12-31$577,492
Value of fidelity bond covering the plan2014-12-31$195,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$25,034
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-13,659
Net plan assets at end of year (total assets less liabilities)2014-12-31$563,833
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$577,492
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$61,024
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$-7,037
Minimum employer required contribution for this plan year2014-12-31$54,899
Amount contributed by the employer to the plan for this plan year2014-12-31$61,936
2013 : COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$110,968
Expenses. Total of all expenses incurred2013-12-31$24,878
Benefits paid (including direct rollovers)2013-12-31$24,838
Total plan assets at end of year2013-12-31$577,492
Total plan assets at beginning of year2013-12-31$491,402
Value of fidelity bond covering the plan2013-12-31$195,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$66,221
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$86,090
Net plan assets at end of year (total assets less liabilities)2013-12-31$577,492
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$491,402
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$44,747
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$5,140
Minimum employer required contribution for this plan year2013-12-31$49,887
Amount contributed by the employer to the plan for this plan year2013-12-31$44,747
2012 : COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$80,555
Expenses. Total of all expenses incurred2012-12-31$45,701
Benefits paid (including direct rollovers)2012-12-31$45,701
Total plan assets at end of year2012-12-31$491,402
Total plan assets at beginning of year2012-12-31$456,548
Value of fidelity bond covering the plan2012-12-31$195,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$38,019
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$34,854
Net plan assets at end of year (total assets less liabilities)2012-12-31$491,402
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$456,548
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$42,536
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$42,536
Amount contributed by the employer to the plan for this plan year2012-12-31$42,536
2011 : COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$45,867
Expenses. Total of all expenses incurred2011-12-31$33,721
Benefits paid (including direct rollovers)2011-12-31$33,721
Total plan assets at end of year2011-12-31$456,548
Total plan assets at beginning of year2011-12-31$444,402
Value of fidelity bond covering the plan2011-12-31$195,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$5,024
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$12,146
Net plan assets at end of year (total assets less liabilities)2011-12-31$456,548
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$444,402
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$40,843
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
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$40,843
Amount contributed by the employer to the plan for this plan year2011-12-31$40,843

Form 5500 Responses for COMMUNITY LIVING AND LEARNING INC. PENSION PLAN

2015: COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY LIVING AND LEARNING INC. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-29
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 number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered87
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 $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 number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered81
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 $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 number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered79
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered87
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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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