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EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES
Employer identification number (EIN):351391724
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01
0012018-07-01
0012017-07-01KAY LOUTH KAY LOUTH2019-01-14
0012016-07-01KAY LOUTH KAY LOUTH2018-03-08
0012015-07-01KAY LOUTH KAY LOUTH2017-04-20
0012014-07-01KAY LOUTH
0012014-07-01KAY LOUTH
0012013-07-01KAY LOUTH KAY LOUTH2015-01-23
0012012-07-01KAY LOUTH KAY LOUTH2014-01-24
0012011-07-01BARBARA IMLER BARBARA IMLER2012-12-18
0012009-07-01BARBARA IMLER BARBARA IMLER2011-03-09

Plan Statistics for EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC.

Measure Date Value
2019: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-0190
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-010
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-0193
Total number of active participants reported on line 7a of the Form 55002018-07-0166
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0124
Total of all active and inactive participants2018-07-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0190
Number of participants with account balances2018-07-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-0176
Total number of active participants reported on line 7a of the Form 55002017-07-0172
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0121
Total of all active and inactive participants2017-07-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0193
Number of participants with account balances2017-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-0168
Total number of active participants reported on line 7a of the Form 55002016-07-0154
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0122
Total of all active and inactive participants2016-07-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0176
Number of participants with account balances2016-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-0174
Total number of active participants reported on line 7a of the Form 55002015-07-0152
Number of other retired or separated participants entitled to future benefits2015-07-0116
Total of all active and inactive participants2015-07-0168
Total participants2015-07-0168
Number of participants with account balances2015-07-0168
2014: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-0180
Total number of active participants reported on line 7a of the Form 55002014-07-0162
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0112
Total of all active and inactive participants2014-07-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0174
Number of participants with account balances2014-07-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-0181
Total number of active participants reported on line 7a of the Form 55002013-07-01164
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0112
Total of all active and inactive participants2013-07-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01176
Number of participants with account balances2013-07-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-0188
Total number of active participants reported on line 7a of the Form 55002012-07-01168
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0113
Total of all active and inactive participants2012-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01181
Number of participants with account balances2012-07-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-0192
Total number of active participants reported on line 7a of the Form 55002011-07-0173
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0112
Total of all active and inactive participants2011-07-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0185
Number of participants with account balances2011-07-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2009: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01119
Total number of active participants reported on line 7a of the Form 55002009-07-0187
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0115
Total of all active and inactive participants2009-07-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01102
Number of participants with account balances2009-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0112

Financial Data on EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC.

Measure Date Value
2019 : EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$77,732
Total income from all sources (including contributions)2019-12-31$77,732
Total of all expenses incurred2019-12-31$1,759,304
Total of all expenses incurred2019-12-31$1,759,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,749,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,749,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,212
Value of total assets at beginning of year2019-12-31$1,681,572
Value of total assets at beginning of year2019-12-31$1,681,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$17,212
Contributions received from participants2019-12-31$17,212
Participant contributions at beginning of year2019-12-31$1,787
Participant contributions at beginning of year2019-12-31$1,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,681,572
Value of net income/loss2019-12-31$-1,681,572
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,681,572
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,681,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,138
Investment advisory and management fees2019-12-31$10,138
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,462,178
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,462,178
Value of interest in common/collective trusts at beginning of year2019-12-31$217,607
Value of interest in common/collective trusts at beginning of year2019-12-31$217,607
Net investment gain/loss from pooled separate accounts2019-12-31$1,882
Net investment gain/loss from pooled separate accounts2019-12-31$1,882
Net investment gain or loss from common/collective trusts2019-12-31$58,638
Net investment gain or loss from common/collective trusts2019-12-31$58,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,749,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,749,166
Did the plan have assets held for investment2019-12-31Yes
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
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 PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ATM & COMPANY, CPA
Accountancy firm name2019-12-31ATM & COMPANY, CPA
Accountancy firm EIN2019-12-31050528051
Accountancy firm EIN2019-12-31050528051
Total income from all sources (including contributions)2019-06-30$142,506
Total of all expenses incurred2019-06-30$89,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$79,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$56,416
Value of total assets at end of year2019-06-30$1,681,572
Value of total assets at beginning of year2019-06-30$1,628,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$9,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$56,416
Participant contributions at end of year2019-06-30$1,787
Participant contributions at beginning of year2019-06-30$2,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$52,950
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,681,572
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,628,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$9,802
Value of interest in pooled separate accounts at end of year2019-06-30$1,462,178
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,391,560
Value of interest in common/collective trusts at end of year2019-06-30$217,607
Value of interest in common/collective trusts at beginning of year2019-06-30$235,016
Net investment gain/loss from pooled separate accounts2019-06-30$81,811
Net investment gain or loss from common/collective trusts2019-06-30$4,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$79,754
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ATM & COMPANY, CPA
Accountancy firm EIN2019-06-30050528051
2018 : EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$164,695
Total of all expenses incurred2018-06-30$56,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$48,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$66,606
Value of total assets at end of year2018-06-30$1,628,622
Value of total assets at beginning of year2018-06-30$1,520,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$8,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$56,150
Participant contributions at end of year2018-06-30$2,046
Participant contributions at beginning of year2018-06-30$1,964
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$10,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$107,937
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,628,622
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,520,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$8,684
Value of interest in pooled separate accounts at end of year2018-06-30$1,391,560
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,293,593
Value of interest in common/collective trusts at end of year2018-06-30$235,016
Value of interest in common/collective trusts at beginning of year2018-06-30$225,128
Net investment gain/loss from pooled separate accounts2018-06-30$93,695
Net investment gain or loss from common/collective trusts2018-06-30$4,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$48,074
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ATM & COMPANY, CPA
Accountancy firm EIN2018-06-30050528051
2017 : EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$211,816
Total of all expenses incurred2017-06-30$203,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$198,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$63,963
Value of total assets at end of year2017-06-30$1,520,685
Value of total assets at beginning of year2017-06-30$1,512,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,685
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$1,000,000
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$56,146
Participant contributions at end of year2017-06-30$1,964
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$7,675
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$8,421
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,520,685
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,512,264
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
Investment advisory and management fees2017-06-30$4,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,195,285
Value of interest in pooled separate accounts at end of year2017-06-30$1,293,593
Value of interest in common/collective trusts at end of year2017-06-30$225,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$316,979
Net investment gain/loss from pooled separate accounts2017-06-30$143,130
Net investment gain or loss from common/collective trusts2017-06-30$4,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$198,710
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 name2017-06-30ATM & COMPANY, CPA
Accountancy firm EIN2017-06-30050528051
2016 : EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$41,900
Total of all expenses incurred2016-06-30$471,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$470,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$56,039
Value of total assets at end of year2016-06-30$1,512,264
Value of total assets at beginning of year2016-06-30$1,941,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$460
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$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$56,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-429,163
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,512,264
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,941,427
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
Investment advisory and management fees2016-06-30$460
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,195,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,235,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$316,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$705,470
Net investment gain/loss from pooled separate accounts2016-06-30$-14,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
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$470,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
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 name2016-06-30ESTEP*DOCTOR & COMPANY, P.C.
Accountancy firm EIN2016-06-30351521112
2015 : EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, 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$310,958
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$744,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$744,379
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$232,538
Value of total assets at end of year2015-06-30$1,941,427
Value of total assets at beginning of year2015-06-30$2,374,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$100
Total interest from all sources2015-06-30$6,463
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$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$66,978
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$122,856
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-433,521
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,941,427
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,374,948
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$1,235,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,052,391
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$6,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$705,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$322,557
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$71,957
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 contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$42,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$744,379
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 name2015-06-30ESTEP*DOCTOR & COMPANY PC
Accountancy firm EIN2015-06-30351391724
2014 : EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, 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$443,271
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$70,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$70,419
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$115,585
Value of total assets at end of year2014-06-30$2,374,948
Value of total assets at beginning of year2014-06-30$2,002,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$287
Total interest from all sources2014-06-30$3,135
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$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$68,106
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$287
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$372,565
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,374,948
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,002,383
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$2,052,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,696,350
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$3,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$322,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$306,033
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$324,551
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 contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$47,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$70,419
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 name2014-06-30ESTEP*DOCTOR & COMPANY, PC
Accountancy firm EIN2014-06-30351391724
2013 : EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, 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$406,676
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$479,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$478,783
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$169,977
Value of total assets at end of year2013-06-30$2,002,383
Value of total assets at beginning of year2013-06-30$2,075,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,170
Total interest from all sources2013-06-30$5,770
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$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$98,789
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$24,427
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$1,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-73,277
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,002,383
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,075,660
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$1,696,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,579,563
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$5,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$306,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$496,097
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$230,929
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 contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$46,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$478,783
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 name2013-06-30ESTEP*DOCTOR & COMPANY, PC
Accountancy firm EIN2013-06-30351521112
2012 : EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, 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$326,575
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$286,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$282,979
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$285,625
Value of total assets at end of year2012-06-30$2,075,660
Value of total assets at beginning of year2012-06-30$2,036,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,976
Total interest from all sources2012-06-30$8,922
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
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
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$87,609
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$148,627
Other income not declared elsewhere2012-06-30$1,913
Administrative expenses (other) incurred2012-06-30$3,976
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$39,620
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,075,660
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,036,040
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$1,579,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,588,506
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$8,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$496,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$447,534
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$30,115
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
Contributions received in cash from employer2012-06-30$49,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$282,979
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 name2012-06-30ESTEP*DOCTOR & COMPANY, P.C.
Accountancy firm EIN2012-06-30351521112
2011 : EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, 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$473,513
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$153,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$146,272
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$166,297
Value of total assets at end of year2011-06-30$2,036,040
Value of total assets at beginning of year2011-06-30$1,716,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,671
Total interest from all sources2011-06-30$10,732
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$500,000
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$109,100
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Other income not declared elsewhere2011-06-30$3,651
Administrative expenses (other) incurred2011-06-30$7,671
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$319,570
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,036,040
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,716,470
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$1,588,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,178,485
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$10,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$447,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$537,985
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$292,833
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$57,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$146,272
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 name2011-06-30ESTEP DOCTOR & COMPANY, P.C.
Accountancy firm EIN2011-06-30351521112
2010 : EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, 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 EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC.

2019: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingYes
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
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: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
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: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
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: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
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
2009: EMPLOYEE BENEFIT PLAN OF JAY-RANDOLPH DEVELOPMENTAL SERVICES, 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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 29635
Policy instance 1
Insurance contract or identification numberGP 29635
Number of Individuals Covered96
Insurance policy start date2019-07-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,825
Total amount of fees paid to insurance companyUSD $421
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,825
Additional information about fees paid to insurance brokerSALES AND BASE COMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees421
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 29635
Policy instance 1
Insurance contract or identification numberGP 29635
Number of Individuals Covered96
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $5,638
Total amount of fees paid to insurance companyUSD $815
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,638
Amount paid for insurance broker fees815
Additional information about fees paid to insurance brokerSALES AND BASE COMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 29635
Policy instance 1
Insurance contract or identification numberGP 29635
Number of Individuals Covered95
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $5,549
Total amount of fees paid to insurance companyUSD $729
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,549
Additional information about fees paid to insurance brokerSALES AND BASE COMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees729
Insurance broker nameTHE ROSE FINANCIAL GROUP, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP29635 ID FU7S
Policy instance 1
Insurance contract or identification numberGP29635 ID FU7S
Number of Individuals Covered67
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $7,771
Total amount of fees paid to insurance companyUSD $5,963
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,771
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameTHE ROSE FINANCIAL GROUP
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056220H
Policy instance 1
Insurance contract or identification number056220H
Number of Individuals Covered74
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $151
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 fees151
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056220H
Policy instance 1
Insurance contract or identification number056220H
Number of Individuals Covered80
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $204
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 fees204
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056220H
Policy instance 1
Insurance contract or identification number056220H
Number of Individuals Covered81
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $456
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 fees216
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSARAH WIENCKEN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056220H
Policy instance 1
Insurance contract or identification number056220H
Number of Individuals Covered85
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 $903
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056220H
Policy instance 1
Insurance contract or identification number056220H
Number of Individuals Covered95
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 $1,811
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

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