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403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC.
Plan identification number 002

403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CRISIS INTERVENTION AND RECOVERY CE NTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:CRISIS INTERVENTION AND RECOVERY CE NTER, INC.
Employer identification number (EIN):341059822
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-07-01DAWNA OFFINEER
0022016-07-01DAWNA OFFINEER2018-01-30
0022015-07-01DEAN H. SLOANE DEAN H. SLOANE2017-12-15
0022015-07-01 DEAN H. SLOANE2017-04-17
0022014-07-01DEAN H. SLOANE DEAN H. SLOANE2017-12-15
0022014-07-01DEAN H. SLOANE2016-04-14 DEAN H. SLOANE2016-04-14
0022013-07-01RACHEL DEERWESTER2015-01-30 RACHEL DEERWESTER2015-01-30
0022013-07-01RACHEL DEERWESTER RACHEL DEERWESTER2017-12-15
0022012-07-01RACHEL DEERWESTER2014-01-31 RACHEL DEERWESTER2014-01-31
0022012-07-01DEAN H. SLOANE
0022011-07-01RACHEL DEERWESTER
0022010-07-01RACHEL DEERWESTER
0022010-07-01RACHEL DEERWESTER2012-01-19
0022009-07-01RACHEL DEERWESTER

Plan Statistics for 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC.

Measure Date Value
2016: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01150
Total number of active participants reported on line 7a of the Form 55002016-07-01136
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0124
Total of all active and inactive participants2016-07-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01160
Number of participants with account balances2016-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01149
Total number of active participants reported on line 7a of the Form 55002015-07-01135
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0115
Total of all active and inactive participants2015-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01150
Number of participants with account balances2015-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-018
2014: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01135
Total number of active participants reported on line 7a of the Form 55002014-07-01126
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0123
Total of all active and inactive participants2014-07-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01149
Number of participants with account balances2014-07-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01130
Total number of active participants reported on line 7a of the Form 55002013-07-01116
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0119
Total of all active and inactive participants2013-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01135
Number of participants with account balances2013-07-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01126
Total number of active participants reported on line 7a of the Form 55002012-07-01110
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0120
Total of all active and inactive participants2012-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01130
Number of participants with account balances2012-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01129
Total number of active participants reported on line 7a of the Form 55002011-07-01104
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0122
Total of all active and inactive participants2011-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01126
Number of participants with account balances2011-07-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-01133
Total number of active participants reported on line 7a of the Form 55002010-07-01110
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0117
Total of all active and inactive participants2010-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01129
Number of participants with account balances2010-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01129
Total number of active participants reported on line 7a of the Form 55002009-07-01117
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0116
Total of all active and inactive participants2009-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01133
Number of participants with account balances2009-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC.

Measure Date Value
2017 : 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$193,460
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$28,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$27,621
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$86,614
Value of total assets at end of year2017-06-30$1,113,752
Value of total assets at beginning of year2017-06-30$948,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$952
Total interest from all sources2017-06-30$5,178
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$125,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$69,081
Participant contributions at end of year2017-06-30$5,400
Participant contributions at beginning of year2017-06-30$1,727
Participant contributions at end of year2017-06-30$2,865
Participant contributions at beginning of year2017-06-30$5,203
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$17,533
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$164,887
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,113,752
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$948,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$832,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$676,261
Interest on participant loans2017-06-30$27
Interest earned on other investments2017-06-30$5,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$273,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$265,674
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$101,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$27,621
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HW&CO.
Accountancy firm EIN2017-06-30341663157
2016 : 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$36,666
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$165,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$164,330
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$46,453
Value of total assets at end of year2016-06-30$948,865
Value of total assets at beginning of year2016-06-30$1,077,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$860
Total interest from all sources2016-06-30$5,321
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$125,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$46,453
Participant contributions at end of year2016-06-30$1,727
Participant contributions at beginning of year2016-06-30$22,307
Participant contributions at end of year2016-06-30$5,203
Participant contributions at beginning of year2016-06-30$3,447
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-128,524
Value of net assets at end of year (total assets less liabilities)2016-06-30$948,865
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,077,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$676,261
Value of interest in pooled separate accounts at beginning of year2016-06-30$771,979
Interest on participant loans2016-06-30$989
Interest earned on other investments2016-06-30$4,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$265,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$279,656
Net investment gain/loss from pooled separate accounts2016-06-30$-15,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$164,330
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HW&CO.
Accountancy firm EIN2016-06-30341663157
2015 : 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$131,013
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$360,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$359,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$84,303
Value of total assets at end of year2015-06-30$1,077,389
Value of total assets at beginning of year2015-06-30$1,307,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,188
Total interest from all sources2015-06-30$6,616
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$25,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$39,857
Participant contributions at end of year2015-06-30$22,307
Participant contributions at beginning of year2015-06-30$7,158
Participant contributions at end of year2015-06-30$3,447
Participant contributions at beginning of year2015-06-30$3,486
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$44,446
Administrative expenses (other) incurred2015-06-30$1,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-229,671
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,077,389
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,307,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$771,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$966,075
Interest earned on other investments2015-06-30$6,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$279,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$330,341
Net investment gain/loss from pooled separate accounts2015-06-30$40,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$359,496
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HW & CO.
Accountancy firm EIN2015-06-30341663157
2014 : 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$229,743
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$264,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$263,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$55,253
Value of total assets at end of year2014-06-30$1,307,060
Value of total assets at beginning of year2014-06-30$1,341,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,194
Total interest from all sources2014-06-30$6,189
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$25,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$55,253
Participant contributions at end of year2014-06-30$7,158
Participant contributions at beginning of year2014-06-30$9,505
Participant contributions at end of year2014-06-30$3,486
Participant contributions at beginning of year2014-06-30$2,475
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Administrative expenses (other) incurred2014-06-30$1,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-34,743
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,307,060
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,341,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$966,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$945,249
Interest earned on other investments2014-06-30$6,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$330,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$384,574
Net investment gain/loss from pooled separate accounts2014-06-30$168,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$263,292
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HW & CO.
Accountancy firm EIN2014-06-30341663157
2013 : 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$190,478
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$100,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$99,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$75,353
Value of total assets at end of year2013-06-30$1,341,803
Value of total assets at beginning of year2013-06-30$1,251,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,362
Total interest from all sources2013-06-30$8,280
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$25,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$75,353
Participant contributions at end of year2013-06-30$9,505
Participant contributions at beginning of year2013-06-30$11,738
Participant contributions at end of year2013-06-30$2,475
Participant contributions at beginning of year2013-06-30$2,580
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Administrative expenses (other) incurred2013-06-30$1,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$90,031
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,341,803
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,251,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$945,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$833,668
Interest earned on other investments2013-06-30$8,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$384,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$403,787
Net investment gain/loss from pooled separate accounts2013-06-30$106,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$99,085
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HW & CO.
Accountancy firm EIN2013-06-30341663157
2012 : 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$133,588
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$116,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$115,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$122,471
Value of total assets at end of year2012-06-30$1,251,772
Value of total assets at beginning of year2012-06-30$1,234,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,363
Total interest from all sources2012-06-30$9,906
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Transfers to/from the plan2012-06-30$29
Total income from all sources2012-06-30$130,848
Expenses. Total of all expenses incurred2012-06-30$80,163
Benefits paid (including direct rollovers)2012-06-30$78,993
Total plan assets at end of year2012-06-30$911,944
Total plan assets at beginning of year2012-06-30$861,230
Value of fidelity bond covering the plan2012-06-30$25,000
Total contributions received or receivable from participants2012-06-30$72,067
Expenses. Other expenses not covered elsewhere2012-06-30$-117
Contributions received from other sources (not participants or employers)2012-06-30$47,824
Other income received2012-06-30$10,957
Net income (gross income less expenses)2012-06-30$50,685
Net plan assets at end of year (total assets less liabilities)2012-06-30$911,944
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$861,230
Total contributions received or receivable from employer(s)2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$1,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$77,780
Participant contributions at end of year2012-06-30$11,738
Participant contributions at beginning of year2012-06-30$3,381
Participant contributions at end of year2012-06-30$2,580
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$44,691
Administrative expenses (other) incurred2012-06-30$1,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$16,963
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,251,772
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,234,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$833,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$805,238
Interest earned on other investments2012-06-30$9,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$403,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$426,189
Net investment gain/loss from pooled separate accounts2012-06-30$1,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$115,262
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HW & CO.
Accountancy firm EIN2012-06-30341663157
2011 : 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$266,416
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$153,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$152,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$83,623
Value of total assets at end of year2011-06-30$1,234,808
Value of total assets at beginning of year2011-06-30$1,122,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,655
Total interest from all sources2011-06-30$11,423
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$25,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$82,964
Participant contributions at end of year2011-06-30$3,381
Participant contributions at beginning of year2011-06-30$4,820
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$659
Administrative expenses (other) incurred2011-06-30$1,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$112,550
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,234,808
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,122,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$805,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$692,921
Interest earned on other investments2011-06-30$11,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$426,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$424,517
Net investment gain/loss from pooled separate accounts2011-06-30$171,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$152,211
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HW & CO.
Accountancy firm EIN2011-06-30341663157
2010 : 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total income from all sources (including contributions)2010-06-30$246,390
Total loss/gain on sale of assets2010-06-30$0
Total of all expenses incurred2010-06-30$125,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$125,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$158,126
Value of total assets at end of year2010-06-30$1,122,258
Value of total assets at beginning of year2010-06-30$1,001,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-06-30$250
Total interest from all sources2010-06-30$12,769
Total dividends received (eg from common stock, registered investment company shares)2010-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30No
Was this plan covered by a fidelity bond2010-06-30Yes
Value of fidelity bond cover2010-06-30$25,000
If this is an individual account plan, was there a blackout period2010-06-30No
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Contributions received from participants2010-06-30$107,853
Participant contributions at end of year2010-06-30$4,820
Participant contributions at beginning of year2010-06-30$31,744
Income. Received or receivable in cash from other sources (including rollovers)2010-06-30$31,523
Administrative expenses (other) incurred2010-06-30$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Value of net income/loss2010-06-30$120,811
Value of net assets at end of year (total assets less liabilities)2010-06-30$1,122,258
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$1,001,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-06-30$692,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-06-30$537,305
Interest earned on other investments2010-06-30$12,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-06-30$424,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-06-30$432,398
Net investment gain/loss from pooled separate accounts2010-06-30$75,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30No
Was there a failure to transmit to the plan any participant contributions2010-06-30No
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Contributions received in cash from employer2010-06-30$18,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-06-30$125,329
Did the plan have assets held for investment2010-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-06-30Yes
Opinion of an independent qualified public accountant for this plan2010-06-30Disclaimer
Accountancy firm name2010-06-30HW & CO.
Accountancy firm EIN2010-06-30341663157

Form 5500 Responses for 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC.

2016: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF CRISIS INTERVENTION AND RECOVERY CENTER, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007592I
Policy instance 1
Insurance contract or identification number007592I
Number of Individuals Covered71
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameAKRON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007592-I
Policy instance 1
Insurance contract or identification number007592-I
Number of Individuals Covered86
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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