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COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 401k Plan overview

Plan NameCOMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN
Plan identification number 004

COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP
Employer identification number (EIN):310709198
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1964-12-18
Company Identification Number: 335898
Legal Registered Office Address: 719 SOUTH MAIN STREET
-
DAYTON
United States of America (USA)
45402

More information about MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01DEBORAH L. DONNELLY2024-10-07
0042022-01-01DEBORAH DONNELLY2023-10-06
0042021-01-01DEBORAH DONNELLY2022-10-05
0042020-01-01DEBORAH DONNELLY2021-10-04
0042019-01-01DEBORAH DONNELLY2020-07-15
0042018-01-01CHERISH CRONMILLER2019-09-03
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01JOHN T. DONNELLAN
0042013-01-01JOHN T. DONNELLAN
0042012-01-01JOHN T. DONNELLAN
0042011-01-01JOHN T. DONNELLAN
0042009-01-01JOHN T. DONNELLAN
0042009-01-01JOHN T. DONNELLAN

Plan Statistics for COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN

Measure Date Value
2023: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01115
Total number of active participants reported on line 7a of the Form 55002023-01-0190
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0114
Total of all active and inactive participants2023-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01105
Number of participants with account balances2023-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-0192
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01110
Number of participants with account balances2022-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01116
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01113
Number of participants with account balances2021-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01109
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01110
Number of participants with account balances2020-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01103
Total number of active participants reported on line 7a of the Form 55002019-01-0195
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01103
Number of participants with account balances2019-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0191
Total number of active participants reported on line 7a of the Form 55002018-01-0183
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0194
Number of participants with account balances2018-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01100
Total number of active participants reported on line 7a of the Form 55002017-01-0175
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0183
Number of participants with account balances2017-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01104
Total number of active participants reported on line 7a of the Form 55002016-01-0174
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0194
Number of participants with account balances2016-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01110
Total number of active participants reported on line 7a of the Form 55002015-01-0193
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01101
Number of participants with account balances2015-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01115
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01101
Number of participants with account balances2014-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01143
Total number of active participants reported on line 7a of the Form 55002013-01-01100
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01111
Number of participants with account balances2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01172
Total number of active participants reported on line 7a of the Form 55002012-01-01114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01134
Number of participants with account balances2012-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01205
Total number of active participants reported on line 7a of the Form 55002011-01-01163
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01172
Number of participants with account balances2011-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01158
Total number of active participants reported on line 7a of the Form 55002009-01-01148
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01158
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN

Measure Date Value
2023 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$509,832
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$425,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$410,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$297,777
Value of total assets at end of year2023-12-31$1,822,698
Value of total assets at beginning of year2023-12-31$1,737,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$14,564
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$206,100
Administrative expenses (other) incurred2023-12-31$14,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$84,799
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,822,698
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,737,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,295,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,244,688
Value of interest in common/collective trusts at end of year2023-12-31$526,811
Value of interest in common/collective trusts at beginning of year2023-12-31$493,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$212,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$91,677
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$410,469
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2023-12-31310800053
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$509,832
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$425,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$410,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$297,777
Value of total assets at end of year2023-01-01$1,822,698
Value of total assets at beginning of year2023-01-01$1,737,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$14,564
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$206,100
Administrative expenses (other) incurred2023-01-01$14,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$84,799
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,822,698
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,737,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$1,295,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,244,688
Value of interest in common/collective trusts at end of year2023-01-01$526,811
Value of interest in common/collective trusts at beginning of year2023-01-01$493,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$212,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$91,677
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$410,469
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2023-01-01310800053
2022 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$54,568
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$104,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$90,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$268,750
Value of total assets at end of year2022-12-31$1,737,899
Value of total assets at beginning of year2022-12-31$1,787,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,801
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$176,789
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$5,496
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,333
Administrative expenses (other) incurred2022-12-31$13,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-49,459
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,737,899
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,787,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,244,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,323,097
Value of interest in common/collective trusts at end of year2022-12-31$493,110
Value of interest in common/collective trusts at beginning of year2022-12-31$454,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-214,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$86,628
Employer contributions (assets) at end of year2022-12-31$101
Employer contributions (assets) at beginning of year2022-12-31$4,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$90,226
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-12-31310800053
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$54,568
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$104,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$90,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$268,750
Value of total assets at end of year2022-01-01$1,737,899
Value of total assets at beginning of year2022-01-01$1,787,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$13,801
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$176,789
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$5,496
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$5,333
Administrative expenses (other) incurred2022-01-01$13,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-49,459
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,737,899
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,787,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,244,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$1,323,097
Value of interest in common/collective trusts at end of year2022-01-01$493,110
Value of interest in common/collective trusts at beginning of year2022-01-01$454,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-214,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$86,628
Employer contributions (assets) at end of year2022-01-01$101
Employer contributions (assets) at beginning of year2022-01-01$4,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$90,226
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-01-01310800053
2021 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$370,859
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$110,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$97,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$223,758
Value of total assets at end of year2021-12-31$1,787,358
Value of total assets at beginning of year2021-12-31$1,527,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,810
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$132,898
Participant contributions at end of year2021-12-31$5,496
Participant contributions at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$13,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$260,039
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,787,358
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,527,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,323,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,079,322
Value of interest in common/collective trusts at end of year2021-12-31$454,622
Value of interest in common/collective trusts at beginning of year2021-12-31$447,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$147,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$90,860
Employer contributions (assets) at end of year2021-12-31$4,143
Employer contributions (assets) at beginning of year2021-12-31$454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$97,010
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2021-12-31310800053
2020 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$318,549
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$130,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$118,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$173,611
Value of total assets at end of year2020-12-31$1,527,319
Value of total assets at beginning of year2020-12-31$1,339,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,841
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$2,160
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$100,964
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$3,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$188,310
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,527,319
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,339,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,079,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,332,742
Value of interest in common/collective trusts at end of year2020-12-31$447,543
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$136,535
Net investment gain or loss from common/collective trusts2020-12-31$8,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$72,647
Employer contributions (assets) at end of year2020-12-31$454
Employer contributions (assets) at beginning of year2020-12-31$2,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$118,398
Contract administrator fees2020-12-31$5,179
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2020-12-31310800053
2019 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$319,848
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$105,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$93,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$151,405
Value of total assets at end of year2019-12-31$1,339,009
Value of total assets at beginning of year2019-12-31$1,124,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,400
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,964
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$88,225
Participant contributions at end of year2019-12-31$3,583
Participant contributions at beginning of year2019-12-31$507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$214,642
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,339,009
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,124,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,332,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,123,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$168,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$63,180
Employer contributions (assets) at end of year2019-12-31$2,684
Employer contributions (assets) at beginning of year2019-12-31$327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$93,806
Contract administrator fees2019-12-31$4,260
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2019-12-31310800053
2018 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$102,175
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$265,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$252,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$129,228
Value of total assets at end of year2018-12-31$1,124,367
Value of total assets at beginning of year2018-12-31$1,287,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,910
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,366
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$77,310
Participant contributions at end of year2018-12-31$507
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-163,091
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,124,367
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,287,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,123,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,287,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-27,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$51,918
Employer contributions (assets) at end of year2018-12-31$327
Employer contributions (assets) at beginning of year2018-12-31$378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$252,356
Contract administrator fees2018-12-31$3,934
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-12-31310800053
2017 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$238,735
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$274,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$260,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$124,382
Value of total assets at end of year2017-12-31$1,287,458
Value of total assets at beginning of year2017-12-31$1,323,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,884
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$13,884
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$77,389
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-35,852
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,287,458
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,323,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,287,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,317,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$114,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$46,993
Employer contributions (assets) at end of year2017-12-31$378
Employer contributions (assets) at beginning of year2017-12-31$2,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$260,703
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2017-12-31310800053
2016 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$215,546
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$339,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$324,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$145,270
Value of total assets at end of year2016-12-31$1,323,310
Value of total assets at beginning of year2016-12-31$1,447,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,448
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$15,448
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$90,904
Participant contributions at end of year2016-12-31$3,304
Participant contributions at beginning of year2016-12-31$4,393
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-124,378
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,323,310
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,447,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,317,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,441,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$70,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$53,356
Employer contributions (assets) at end of year2016-12-31$2,158
Employer contributions (assets) at beginning of year2016-12-31$2,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$324,476
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2016-12-31310800053
2015 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$174,261
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$143,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$122,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$170,349
Value of total assets at end of year2015-12-31$1,447,688
Value of total assets at beginning of year2015-12-31$1,417,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,671
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$21,671
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$113,873
Participant contributions at end of year2015-12-31$4,393
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$30,391
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,447,688
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,417,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,441,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,413,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$3,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$56,476
Employer contributions (assets) at end of year2015-12-31$2,266
Employer contributions (assets) at beginning of year2015-12-31$3,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$122,199
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2015-12-31310800053
2014 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$222,673
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$112,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$96,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$156,646
Value of total assets at end of year2014-12-31$1,417,297
Value of total assets at beginning of year2014-12-31$1,307,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,625
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$15,625
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$106,928
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$40
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$18,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$110,219
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,417,297
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,307,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,413,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,288,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$66,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$49,718
Employer contributions (assets) at end of year2014-12-31$3,984
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$96,829
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2014-12-31310800053
2013 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$267,635
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$181,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$159,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$169,431
Value of total assets at end of year2013-12-31$1,307,078
Value of total assets at beginning of year2013-12-31$1,220,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,781
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$15,179
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$108,053
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$6,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$40
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$18,148
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$86,575
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,307,078
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,220,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,288,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,211,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$75,165
Net investment gain/loss from pooled separate accounts2013-12-31$23,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$61,378
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$159,279
Contract administrator fees2013-12-31$3,042
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2013-12-31310800053
2012 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$275,208
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$146,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$138,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$217,131
Value of total assets at end of year2012-12-31$1,220,503
Value of total assets at beginning of year2012-12-31$1,092,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,121
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$8,121
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$125,422
Participant contributions at end of year2012-12-31$6,710
Participant contributions at beginning of year2012-12-31$155
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$128,413
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,220,503
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,092,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,211,344
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,091,214
Net investment gain/loss from pooled separate accounts2012-12-31$58,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$89,573
Employer contributions (assets) at end of year2012-12-31$2,449
Employer contributions (assets) at beginning of year2012-12-31$721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$138,674
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2012-12-31310800053
2011 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,055
Total income from all sources (including contributions)2011-12-31$370,744
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$147,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$140,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$394,180
Value of total assets at end of year2011-12-31$1,092,090
Value of total assets at beginning of year2011-12-31$869,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,169
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,048
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$118,449
Participant contributions at end of year2011-12-31$155
Participant contributions at beginning of year2011-12-31$4,438
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,055
Administrative expenses (other) incurred2011-12-31$3,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$223,445
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,092,090
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$868,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,091,214
Value of interest in pooled separate accounts at beginning of year2011-12-31$853,829
Net investment gain/loss from pooled separate accounts2011-12-31$-23,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$273,498
Employer contributions (assets) at end of year2011-12-31$721
Employer contributions (assets) at beginning of year2011-12-31$11,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$140,130
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2011-12-31310800053
2010 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$414,351
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$47,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$45,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$382,812
Value of total assets at end of year2010-12-31$869,700
Value of total assets at beginning of year2010-12-31$501,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,157
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,157
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$119,234
Participant contributions at end of year2010-12-31$4,438
Participant contributions at beginning of year2010-12-31$4,644
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$367,289
Value of net assets at end of year (total assets less liabilities)2010-12-31$868,645
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$501,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$853,829
Value of interest in pooled separate accounts at beginning of year2010-12-31$486,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$31,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$254,117
Employer contributions (assets) at end of year2010-12-31$11,433
Employer contributions (assets) at beginning of year2010-12-31$10,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$45,905
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN

2023: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY ACTION PARTNERSHIP 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812326
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812326
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812326
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812326
Policy instance 1

Potentially related plans

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