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403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC.
Plan identification number 002

403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, 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.
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

ACHIEVA RESOURCES CORPORATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACHIEVA RESOURCES CORPORATION, INC.
Employer identification number (EIN):351005528
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01CAROL COTTONGIM2023-01-20
0022020-07-01DAMON KNOCHE2022-01-05
0022019-07-01DAMON KNOCHE2021-01-12
0022018-07-01DAMON KNOCHE2020-01-14
0022017-07-01DAMON KNOCHE2019-01-09
0022016-07-01DAN STEWART2018-01-17 DAN STEWART2018-01-17
0022015-07-01DAN STEWART2017-01-10 DAN STEWART2017-01-10
0022014-07-01DAN STEWART2016-01-11 DAN STEWART2016-01-11
0022013-07-01DAN STEWART2015-01-23 DAN STEWART2015-01-23
0022012-07-01DAN STEWART2014-04-08 DAN STEWART2014-04-08
0022011-07-01DAN STEWART2012-12-18 DAN STEWART2012-12-18
0022009-07-01DAN STEWART
0022007-07-01DANIEL STEWART

Plan Statistics for 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC.

Measure Date Value
2009: 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01394
Total number of active participants reported on line 7a of the Form 55002009-07-01353
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0111
Total of all active and inactive participants2009-07-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01364
Number of participants with account balances2009-07-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113
2007: 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC. 2007 401k membership
Total participants, beginning-of-year2007-07-01509
Total number of active participants reported on line 7a of the Form 55002007-07-01119
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-010
Total of all active and inactive participants2007-07-01119
Total participants2007-07-01119
Number of participants with account balances2007-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-014

Financial Data on 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC.

Measure Date Value
2011 : 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, 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$115,787
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$278,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$278,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$22,269
Value of total assets at end of year2011-06-30$457,898
Value of total assets at beginning of year2011-06-30$620,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$5,178
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$75,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$22,269
Participant contributions at end of year2011-06-30$2,779
Participant contributions at beginning of year2011-06-30$7,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-162,474
Value of net assets at end of year (total assets less liabilities)2011-06-30$457,898
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$620,372
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 pooled separate accounts at end of year2011-06-30$249,882
Value of interest in pooled separate accounts at beginning of year2011-06-30$368,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$5,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$205,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$244,554
Net investment gain/loss from pooled separate accounts2011-06-30$88,340
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 contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$278,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
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 name2011-06-30BRADY, WARE & SCHOENFELD
Accountancy firm EIN2011-06-30351476702
2010 : 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC.

2009: 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2007: 403(B) THRIFT PLAN OF ACHIEVA RESOURCES CORPORATION, INC. 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01First time form 5500 has been submittedYes
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement – InsuranceYes
2007-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057384-J
Policy instance 1
Insurance contract or identification number057384-J
Number of Individuals Covered54
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $565
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

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