CLINTON COUNTY COMMUNITY ACTION INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN
401k plan membership statisitcs for CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN
| Measure | Date | Value |
|---|
| 2014: CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 84 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
| Total of all active and inactive participants | 2014-01-01 | 98 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 98 |
| Number of participants with account balances | 2014-01-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 88 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
| Total of all active and inactive participants | 2013-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 102 |
| Number of participants with account balances | 2013-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 15 |
| Total of all active and inactive participants | 2012-01-01 | 91 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 91 |
| Number of participants with account balances | 2012-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
| 2011: CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 90 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12 |
| Total of all active and inactive participants | 2011-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 102 |
| Number of participants with account balances | 2011-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
| 2009: CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 92 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 93 |
| Total participants | 2009-01-01 | 93 |
| Number of participants with account balances | 2009-01-01 | 74 |
| Measure | Date | Value |
|---|
| 2014 : CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $259,011 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $92,093 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $91,550 |
| Total plan assets at end of year | 2014-12-31 | $2,480,427 |
| Total plan assets at beginning of year | 2014-12-31 | $2,313,509 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $81,696 |
| Other income received | 2014-12-31 | $82,871 |
| Net income (gross income less expenses) | 2014-12-31 | $166,918 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,480,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,313,509 |
| Assets. Value of participant loans | 2014-12-31 | $172,836 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $94,444 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $383 |
| Value of corrective distributions | 2014-12-31 | $160 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $141,633 |
| Total income from all sources | 2013-12-31 | $468,626 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $363,821 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $324,527 |
| Total plan assets at end of year | 2013-12-31 | $2,313,509 |
| Total plan assets at beginning of year | 2013-12-31 | $2,067,071 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $83,835 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $1,562 |
| Other income received | 2013-12-31 | $285,121 |
| Net income (gross income less expenses) | 2013-12-31 | $104,805 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,313,509 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,067,071 |
| Assets. Value of participant loans | 2013-12-31 | $158,021 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $98,108 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $39,294 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $365,035 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $283,718 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $262,805 |
| Total plan assets at end of year | 2012-12-31 | $2,067,071 |
| Total plan assets at beginning of year | 2012-12-31 | $1,985,754 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $90,964 |
| Other income received | 2012-12-31 | $161,125 |
| Net income (gross income less expenses) | 2012-12-31 | $81,317 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,067,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,985,754 |
| Assets. Value of participant loans | 2012-12-31 | $164,195 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $112,946 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $20,913 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $197,016 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $186,232 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $180,874 |
| Total plan assets at end of year | 2011-12-31 | $1,985,754 |
| Total plan assets at beginning of year | 2011-12-31 | $1,974,970 |
| Total contributions received or receivable from participants | 2011-12-31 | $104,817 |
| Other income received | 2011-12-31 | $-46,803 |
| Net income (gross income less expenses) | 2011-12-31 | $10,784 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,985,754 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,974,970 |
| Assets. Value of participant loans | 2011-12-31 | $130,451 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $139,002 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $5,358 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $381,156 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $44,783 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $39,775 |
| Total plan assets at end of year | 2010-12-31 | $1,974,970 |
| Total plan assets at beginning of year | 2010-12-31 | $1,638,597 |
| Total contributions received or receivable from participants | 2010-12-31 | $98,487 |
| Other income received | 2010-12-31 | $145,579 |
| Net income (gross income less expenses) | 2010-12-31 | $336,373 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,974,970 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,638,597 |
| Assets. Value of participant loans | 2010-12-31 | $140,257 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $137,090 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $5,008 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CLINTON COUNTY COMMUNITY ACTION, INC. 403 B PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B2-UU95 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B2-UU95 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $10,845 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,845 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INVESTMENT | | Insurance broker organization code? | 3 | | Insurance broker name | INVEST FINANCIAL CORPORATION |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B2-UU95 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B2-UU95 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,749 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,749 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INVESTMENT | | Insurance broker organization code? | 3 | | Insurance broker name | INVEST FINANCIAL CORPORATION |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B2-UU95 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B2-UU95 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,098 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,098 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INVESTMENT | | Insurance broker organization code? | 3 | | Insurance broker name | INVEST FINANCIAL CORPORATION |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B2-UU95 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B2-UU95 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,046 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B2-UU95 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B2-UU95 | | Number of Individuals Covered | 108 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,667 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,667 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INVESTMENT | | Insurance broker organization code? | 3 | | Insurance broker name | INVEST FINANCIAL CORPORATION |
|
