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PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

EASTER SEALS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEALS, INC.
Employer identification number (EIN):362171729
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about EASTER SEALS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1938-12-22
Company Identification Number: 175386
Legal Registered Office Address: 119 E. COURT STREET
-
CINCINNATI
United States of America (USA)
45202

More information about EASTER SEALS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01
0012017-09-01
0012016-09-01SILVIJA JAKUBOWSKI SILVIJA JAKUBOWSKI2018-06-14
0012015-09-01SILVIJA JAKUBOWSKI
0012014-09-01SILVIJA JAKUBOWSKI
0012013-09-01DOROTHY M. MOSER
0012012-09-01DOROTHY M. MOSER
0012011-09-01DOROTHY M. MOSER
0012010-09-01DOROTHY M. MOSER
0012009-09-01DOROTHY M. MOSER DOROTHY M. MOSER2011-06-14

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2022 401k membership
Market value of plan assets2022-08-3130,858,984
Acturial value of plan assets2022-08-3128,049,161
Funding target for retired participants and beneficiaries receiving payment2022-08-3120,944,895
Number of terminated vested participants2022-08-3193
Fundng target for terminated vested participants2022-08-315,351,094
Active participant vested funding target2022-08-31964,098
Number of active participants2022-08-318
Total funding liabilities for active participants2022-08-31964,098
Total participant count2022-08-31197
Total funding target for all participants2022-08-3127,260,087
Balance at beginning of prior year after applicable adjustments2022-08-310
Prefunding balance at beginning of prior year after applicable adjustments2022-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-08-310
Prefunding balanced used to offset prior years funding requirement2022-08-310
Amount remaining of carryover balance2022-08-310
Amount remaining of prefunding balance2022-08-310
Present value of excess contributions2022-08-31861,972
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-08-31910,846
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-08-310
Reductions in caryover balances due to elections or deemed elections2022-08-310
Reductions in prefunding balances due to elections or deemed elections2022-08-310
Balance of carryovers at beginning of current year2022-08-310
Balance of prefunding at beginning of current year2022-08-310
Total employer contributions2022-08-311,437,890
Contributions allocated toward unpaid minimum require contributions from prior years2022-08-310
Contributions made to avoid restrictions adjusted to valuation date2022-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-08-311,361,857
Liquidity shortfalls end of Q12022-08-310
Liquidity shortfalls end of Q22022-08-310
Liquidity shortfalls end of Q32022-08-310
Liquidity shortfalls end of Q42022-08-310
Unpaid minimum required contributions for all prior years2022-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-08-310
Remaining amount of unpaid minimum required contributions2022-08-310
Minimum required contributions for current year target normal cost2022-08-31227,000
Net shortfall amortization installment of oustanding balance2022-08-310
Waiver amortization installment2022-08-310
Total funding amount beforereflecting carryover/prefunding balances2022-08-310
Carryover balance elected to use to offset funding requirement2022-08-310
Prefunding balance elected to use to offset funding requirement2022-08-310
Additional cash requirement2022-08-310
Contributions allocatedtoward minimum required contributions for current year2022-08-311,361,857
Unpaid minimum required contributions for current year2022-08-310
Unpaid minimum required contributions for all years2022-08-310
2021: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2021 401k membership
Total participants, beginning-of-year2021-09-01196
Total number of active participants reported on line 7a of the Form 55002021-09-018
Number of retired or separated participants receiving benefits2021-09-0192
Number of other retired or separated participants entitled to future benefits2021-09-0189
Total of all active and inactive participants2021-09-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-017
Total participants2021-09-01196
Number of participants with account balances2021-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
Market value of plan assets2021-08-3126,620,618
Acturial value of plan assets2021-08-3125,615,442
Funding target for retired participants and beneficiaries receiving payment2021-08-3119,775,182
Number of terminated vested participants2021-08-3198
Fundng target for terminated vested participants2021-08-316,167,982
Active participant vested funding target2021-08-31965,820
Number of active participants2021-08-319
Total funding liabilities for active participants2021-08-31965,820
Total participant count2021-08-31199
Total funding target for all participants2021-08-3126,908,984
Balance at beginning of prior year after applicable adjustments2021-08-310
Prefunding balance at beginning of prior year after applicable adjustments2021-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-08-310
Prefunding balanced used to offset prior years funding requirement2021-08-310
Amount remaining of carryover balance2021-08-310
Amount remaining of prefunding balance2021-08-310
Present value of excess contributions2021-08-31285
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-08-31301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-08-310
Reductions in caryover balances due to elections or deemed elections2021-08-310
Reductions in prefunding balances due to elections or deemed elections2021-08-310
Balance of carryovers at beginning of current year2021-08-310
Balance of prefunding at beginning of current year2021-08-310
Total employer contributions2021-08-311,289,658
Total employee contributions2021-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-08-310
Contributions made to avoid restrictions adjusted to valuation date2021-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-08-311,232,418
Liquidity shortfalls end of Q12021-08-310
Liquidity shortfalls end of Q22021-08-310
Liquidity shortfalls end of Q32021-08-310
Liquidity shortfalls end of Q42021-08-310
Unpaid minimum required contributions for all prior years2021-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-08-310
Remaining amount of unpaid minimum required contributions2021-08-310
Minimum required contributions for current year target normal cost2021-08-31249,000
Net shortfall amortization installment of oustanding balance2021-08-311,293,542
Waiver amortization installment2021-08-310
Total funding amount beforereflecting carryover/prefunding balances2021-08-31370,446
Carryover balance elected to use to offset funding requirement2021-08-310
Prefunding balance elected to use to offset funding requirement2021-08-310
Additional cash requirement2021-08-31370,446
Contributions allocatedtoward minimum required contributions for current year2021-08-311,232,418
Unpaid minimum required contributions for current year2021-08-310
Unpaid minimum required contributions for all years2021-08-310
2020: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2020 401k membership
Total participants, beginning-of-year2020-09-01199
Total number of active participants reported on line 7a of the Form 55002020-09-018
Number of retired or separated participants receiving benefits2020-09-0188
Number of other retired or separated participants entitled to future benefits2020-09-0193
Total of all active and inactive participants2020-09-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-017
Total participants2020-09-01196
Number of participants with account balances2020-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
Market value of plan assets2020-08-3124,691,219
Acturial value of plan assets2020-08-3124,307,429
Funding target for retired participants and beneficiaries receiving payment2020-08-3119,935,029
Number of terminated vested participants2020-08-3199
Fundng target for terminated vested participants2020-08-316,527,657
Active participant vested funding target2020-08-311,159,337
Number of active participants2020-08-3112
Total funding liabilities for active participants2020-08-311,183,195
Total participant count2020-08-31199
Total funding target for all participants2020-08-3127,645,881
Balance at beginning of prior year after applicable adjustments2020-08-310
Prefunding balance at beginning of prior year after applicable adjustments2020-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-08-310
Prefunding balanced used to offset prior years funding requirement2020-08-310
Amount remaining of carryover balance2020-08-310
Amount remaining of prefunding balance2020-08-310
Present value of excess contributions2020-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-08-310
Reductions in caryover balances due to elections or deemed elections2020-08-310
Reductions in prefunding balances due to elections or deemed elections2020-08-310
Balance of carryovers at beginning of current year2020-08-310
Balance of prefunding at beginning of current year2020-08-310
Total employer contributions2020-08-311,235,456
Total employee contributions2020-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-08-310
Contributions made to avoid restrictions adjusted to valuation date2020-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-08-311,179,601
Liquidity shortfalls end of Q12020-08-310
Liquidity shortfalls end of Q22020-08-310
Liquidity shortfalls end of Q32020-08-310
Liquidity shortfalls end of Q42020-08-310
Unpaid minimum required contributions for all prior years2020-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-08-310
Remaining amount of unpaid minimum required contributions2020-08-310
Minimum required contributions for current year target normal cost2020-08-31225,000
Net shortfall amortization installment of oustanding balance2020-08-313,338,452
Waiver amortization installment2020-08-310
Total funding amount beforereflecting carryover/prefunding balances2020-08-311,179,316
Carryover balance elected to use to offset funding requirement2020-08-310
Prefunding balance elected to use to offset funding requirement2020-08-310
Additional cash requirement2020-08-311,179,316
Contributions allocatedtoward minimum required contributions for current year2020-08-311,179,601
Unpaid minimum required contributions for current year2020-08-310
Unpaid minimum required contributions for all years2020-08-310
2019: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2019 401k membership
Total participants, beginning-of-year2019-09-01198
Total number of active participants reported on line 7a of the Form 55002019-09-019
Number of retired or separated participants receiving benefits2019-09-0185
Number of other retired or separated participants entitled to future benefits2019-09-0198
Total of all active and inactive participants2019-09-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-017
Total participants2019-09-01199
Number of participants with account balances2019-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
Market value of plan assets2019-08-3123,935,008
Acturial value of plan assets2019-08-3123,935,008
Funding target for retired participants and beneficiaries receiving payment2019-08-3119,468,423
Number of terminated vested participants2019-08-3199
Fundng target for terminated vested participants2019-08-315,377,058
Active participant vested funding target2019-08-311,521,615
Number of active participants2019-08-3119
Total funding liabilities for active participants2019-08-311,592,622
Total participant count2019-08-31206
Total funding target for all participants2019-08-3126,438,103
Balance at beginning of prior year after applicable adjustments2019-08-310
Prefunding balance at beginning of prior year after applicable adjustments2019-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-08-310
Prefunding balanced used to offset prior years funding requirement2019-08-310
Amount remaining of carryover balance2019-08-310
Amount remaining of prefunding balance2019-08-310
Present value of excess contributions2019-08-31110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-08-31116
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-08-310
Reductions in caryover balances due to elections or deemed elections2019-08-310
Reductions in prefunding balances due to elections or deemed elections2019-08-310
Balance of carryovers at beginning of current year2019-08-310
Balance of prefunding at beginning of current year2019-08-310
Total employer contributions2019-08-311,010,120
Total employee contributions2019-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-08-310
Contributions made to avoid restrictions adjusted to valuation date2019-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-08-31968,385
Liquidity shortfalls end of Q12019-08-310
Liquidity shortfalls end of Q22019-08-310
Liquidity shortfalls end of Q32019-08-310
Liquidity shortfalls end of Q42019-08-310
Unpaid minimum required contributions for all prior years2019-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-08-310
Remaining amount of unpaid minimum required contributions2019-08-310
Minimum required contributions for current year target normal cost2019-08-31270,000
Net shortfall amortization installment of oustanding balance2019-08-312,503,095
Waiver amortization installment2019-08-310
Total funding amount beforereflecting carryover/prefunding balances2019-08-31968,385
Carryover balance elected to use to offset funding requirement2019-08-310
Prefunding balance elected to use to offset funding requirement2019-08-310
Additional cash requirement2019-08-31968,385
Contributions allocatedtoward minimum required contributions for current year2019-08-31968,385
Unpaid minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for all years2019-08-310
2018: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2018 401k membership
Total participants, beginning-of-year2018-09-01206
Total number of active participants reported on line 7a of the Form 55002018-09-0112
Number of retired or separated participants receiving benefits2018-09-0183
Number of other retired or separated participants entitled to future benefits2018-09-0199
Total of all active and inactive participants2018-09-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-015
Total participants2018-09-01199
Number of participants with account balances2018-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
Market value of plan assets2018-08-3123,385,871
Acturial value of plan assets2018-08-3123,385,871
Funding target for retired participants and beneficiaries receiving payment2018-08-3118,593,625
Number of terminated vested participants2018-08-3199
Fundng target for terminated vested participants2018-08-314,888,327
Active participant vested funding target2018-08-311,610,380
Number of active participants2018-08-3122
Total funding liabilities for active participants2018-08-311,723,744
Total participant count2018-08-31205
Total funding target for all participants2018-08-3125,205,696
Balance at beginning of prior year after applicable adjustments2018-08-318,809
Prefunding balance at beginning of prior year after applicable adjustments2018-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-08-318,809
Prefunding balanced used to offset prior years funding requirement2018-08-310
Amount remaining of carryover balance2018-08-310
Amount remaining of prefunding balance2018-08-310
Present value of excess contributions2018-08-31135
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-31135
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-08-310
Reductions in caryover balances due to elections or deemed elections2018-08-310
Reductions in prefunding balances due to elections or deemed elections2018-08-310
Balance of carryovers at beginning of current year2018-08-310
Balance of prefunding at beginning of current year2018-08-310
Total employer contributions2018-08-31930,962
Total employee contributions2018-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-08-310
Contributions made to avoid restrictions adjusted to valuation date2018-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-08-31892,304
Liquidity shortfalls end of Q12018-08-310
Liquidity shortfalls end of Q22018-08-310
Liquidity shortfalls end of Q32018-08-310
Liquidity shortfalls end of Q42018-08-310
Unpaid minimum required contributions for all prior years2018-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-08-310
Remaining amount of unpaid minimum required contributions2018-08-310
Minimum required contributions for current year target normal cost2018-08-31380,000
Net shortfall amortization installment of oustanding balance2018-08-311,819,825
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-31892,194
Carryover balance elected to use to offset funding requirement2018-08-310
Prefunding balance elected to use to offset funding requirement2018-08-310
Additional cash requirement2018-08-31892,194
Contributions allocatedtoward minimum required contributions for current year2018-08-31892,304
Unpaid minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for all years2018-08-310
2017: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2017 401k membership
Total participants, beginning-of-year2017-09-01207
Total number of active participants reported on line 7a of the Form 55002017-09-0119
Number of retired or separated participants receiving benefits2017-09-0182
Number of other retired or separated participants entitled to future benefits2017-09-0199
Total of all active and inactive participants2017-09-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-016
Total participants2017-09-01206
Number of participants with account balances2017-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
Market value of plan assets2017-08-3122,225,966
Acturial value of plan assets2017-08-3122,225,966
Funding target for retired participants and beneficiaries receiving payment2017-08-3118,208,340
Number of terminated vested participants2017-08-3189
Fundng target for terminated vested participants2017-08-312,992,632
Active participant vested funding target2017-08-313,981,367
Number of active participants2017-08-3139
Total funding liabilities for active participants2017-08-314,065,447
Total participant count2017-08-31208
Total funding target for all participants2017-08-3125,266,419
Balance at beginning of prior year after applicable adjustments2017-08-318,103
Prefunding balance at beginning of prior year after applicable adjustments2017-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-08-310
Prefunding balanced used to offset prior years funding requirement2017-08-310
Amount remaining of carryover balance2017-08-318,103
Amount remaining of prefunding balance2017-08-310
Present value of excess contributions2017-08-31888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-31944
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-08-310
Reductions in prefunding balances due to elections or deemed elections2017-08-310
Balance of carryovers at beginning of current year2017-08-318,809
Balance of prefunding at beginning of current year2017-08-310
Total employer contributions2017-08-311,034,583
Total employee contributions2017-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-08-310
Contributions made to avoid restrictions adjusted to valuation date2017-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-08-31985,366
Liquidity shortfalls end of Q12017-08-310
Liquidity shortfalls end of Q22017-08-310
Liquidity shortfalls end of Q32017-08-310
Liquidity shortfalls end of Q42017-08-310
Unpaid minimum required contributions for all prior years2017-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-08-310
Remaining amount of unpaid minimum required contributions2017-08-310
Minimum required contributions for current year target normal cost2017-08-31360,000
Net shortfall amortization installment of oustanding balance2017-08-313,049,262
Waiver amortization installment2017-08-310
Total funding amount beforereflecting carryover/prefunding balances2017-08-31994,041
Carryover balance elected to use to offset funding requirement2017-08-318,809
Prefunding balance elected to use to offset funding requirement2017-08-310
Additional cash requirement2017-08-31985,232
Contributions allocatedtoward minimum required contributions for current year2017-08-31985,366
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310
2016: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2016 401k membership
Total participants, beginning-of-year2016-09-01208
Total number of active participants reported on line 7a of the Form 55002016-09-0123
Number of retired or separated participants receiving benefits2016-09-0176
Number of other retired or separated participants entitled to future benefits2016-09-01100
Total of all active and inactive participants2016-09-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-016
Total participants2016-09-01205
Number of participants with account balances2016-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2015 401k membership
Total participants, beginning-of-year2015-09-01213
Total number of active participants reported on line 7a of the Form 55002015-09-0139
Number of retired or separated participants receiving benefits2015-09-0175
Number of other retired or separated participants entitled to future benefits2015-09-0189
Total of all active and inactive participants2015-09-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-015
Total participants2015-09-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2014 401k membership
Total participants, beginning-of-year2014-09-01213
Total number of active participants reported on line 7a of the Form 55002014-09-0155
Number of retired or separated participants receiving benefits2014-09-0169
Number of other retired or separated participants entitled to future benefits2014-09-0183
Total of all active and inactive participants2014-09-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-014
Total participants2014-09-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2013 401k membership
Total participants, beginning-of-year2013-09-01215
Total number of active participants reported on line 7a of the Form 55002013-09-0176
Number of retired or separated participants receiving benefits2013-09-0166
Number of other retired or separated participants entitled to future benefits2013-09-0169
Total of all active and inactive participants2013-09-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-012
Total participants2013-09-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2012 401k membership
Total participants, beginning-of-year2012-09-01221
Total number of active participants reported on line 7a of the Form 55002012-09-0177
Number of retired or separated participants receiving benefits2012-09-0164
Number of other retired or separated participants entitled to future benefits2012-09-0172
Total of all active and inactive participants2012-09-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-012
Total participants2012-09-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-012
2011: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2011 401k membership
Total participants, beginning-of-year2011-09-01240
Total number of active participants reported on line 7a of the Form 55002011-09-0191
Number of retired or separated participants receiving benefits2011-09-0168
Number of other retired or separated participants entitled to future benefits2011-09-0162
Total of all active and inactive participants2011-09-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-015
2010: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2010 401k membership
Total participants, beginning-of-year2010-09-01240
Total number of active participants reported on line 7a of the Form 55002010-09-01111
Number of retired or separated participants receiving benefits2010-09-0169
Number of other retired or separated participants entitled to future benefits2010-09-0160
Total of all active and inactive participants2010-09-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01240
Number of participants with account balances2010-09-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2009 401k membership
Total participants, beginning-of-year2009-09-01240
Total number of active participants reported on line 7a of the Form 55002009-09-01113
Number of retired or separated participants receiving benefits2009-09-0166
Number of other retired or separated participants entitled to future benefits2009-09-0161
Total of all active and inactive participants2009-09-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-0111

Financial Data on PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

Measure Date Value
2022 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$10,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$9,500
Total income from all sources (including contributions)2022-08-31$-3,574,990
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$2,233,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$1,998,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$1,437,890
Value of total assets at end of year2022-08-31$25,060,173
Value of total assets at beginning of year2022-08-31$30,867,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$234,857
Total interest from all sources2022-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$192,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$192,898
Administrative expenses professional fees incurred2022-08-31$894
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-08-31$10,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-08-31$9,500
Administrative expenses (other) incurred2022-08-31$140,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-5,808,117
Value of net assets at end of year (total assets less liabilities)2022-08-31$25,050,173
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$30,858,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$9,525,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$10,601,921
Value of interest in pooled separate accounts at end of year2022-08-31$14,634,776
Value of interest in pooled separate accounts at beginning of year2022-08-31$19,765,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-2,078,008
Net investment gain/loss from pooled separate accounts2022-08-31$-3,127,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31Yes
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$1,437,890
Employer contributions (assets) at end of year2022-08-31$900,000
Employer contributions (assets) at beginning of year2022-08-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$1,998,270
Contract administrator fees2022-08-31$93,035
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2022-08-31362469413
2021 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$9,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$9,500
Total income from all sources (including contributions)2021-08-31$6,377,622
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$2,140,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$1,916,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$1,289,658
Value of total assets at end of year2021-08-31$30,867,790
Value of total assets at beginning of year2021-08-31$26,630,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$224,238
Total interest from all sources2021-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$132,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$132,030
Administrative expenses professional fees incurred2021-08-31$1,925
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-08-31$9,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-08-31$9,500
Administrative expenses (other) incurred2021-08-31$128,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$4,237,320
Value of net assets at end of year (total assets less liabilities)2021-08-31$30,858,290
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$26,620,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$10,601,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$14,998,848
Value of interest in pooled separate accounts at end of year2021-08-31$19,765,869
Value of interest in pooled separate accounts at beginning of year2021-08-31$11,122,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$4,076,010
Net investment gain/loss from pooled separate accounts2021-08-31$879,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31Yes
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$1,289,658
Employer contributions (assets) at end of year2021-08-31$500,000
Employer contributions (assets) at beginning of year2021-08-31$509,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$1,916,064
Contract administrator fees2021-08-31$94,157
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2021-08-31362469413
2020 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-31$0
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total transfer of assets to this plan2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$9,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$9,500
Total income from all sources (including contributions)2020-08-31$4,006,864
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$2,072,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$1,834,009
Value of total corrective distributions2020-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$1,235,456
Value of total assets at end of year2020-08-31$26,630,470
Value of total assets at beginning of year2020-08-31$24,696,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$238,428
Total income from rents2020-08-31$0
Total interest from all sources2020-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$170,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$170,286
Administrative expenses professional fees incurred2020-08-31$13,814
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Amount of non-exempt transactions with any party-in-interest2020-08-31$0
Contributions received from participants2020-08-31$0
Participant contributions at end of year2020-08-31$0
Participant contributions at beginning of year2020-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-08-31$9,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-08-31$9,500
Other income not declared elsewhere2020-08-31$0
Administrative expenses (other) incurred2020-08-31$133,079
Liabilities. Value of operating payables at beginning of year2020-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$1,934,427
Value of net assets at end of year (total assets less liabilities)2020-08-31$26,620,970
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$24,686,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-08-31$0
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-08-31$0
Investment advisory and management fees2020-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$14,998,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$10,692,118
Value of interest in pooled separate accounts at end of year2020-08-31$11,122,244
Value of interest in pooled separate accounts at beginning of year2020-08-31$13,662,952
Income. Interest from loans (other than to participants)2020-08-31$0
Interest earned on other investments2020-08-31$0
Income. Interest from US Government securities2020-08-31$0
Income. Interest from corporate debt instruments2020-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$1,593,243
Net investment gain/loss from pooled separate accounts2020-08-31$1,007,879
Net investment gain or loss from common/collective trusts2020-08-31$0
Net gain/loss from 103.12 investment entities2020-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31Yes
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$1,235,456
Employer contributions (assets) at end of year2020-08-31$509,378
Employer contributions (assets) at beginning of year2020-08-31$340,973
Income. Dividends from preferred stock2020-08-31$0
Income. Dividends from common stock2020-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$1,834,009
Contract administrator fees2020-08-31$91,535
Liabilities. Value of benefit claims payable at beginning of year2020-08-31$0
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Aggregate proceeds on sale of assets2020-08-31$0
Aggregate carrying amount (costs) on sale of assets2020-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2020-08-31362469413
2019 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-08-31$0
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total transfer of assets to this plan2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$9,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$10,385
Total income from all sources (including contributions)2019-08-31$2,788,563
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$2,031,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$1,804,562
Value of total corrective distributions2019-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$1,010,120
Value of total assets at end of year2019-08-31$24,696,043
Value of total assets at beginning of year2019-08-31$23,940,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$227,414
Total income from rents2019-08-31$0
Total interest from all sources2019-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$157,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$157,015
Administrative expenses professional fees incurred2019-08-31$1,419
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Amount of non-exempt transactions with any party-in-interest2019-08-31$0
Contributions received from participants2019-08-31$0
Participant contributions at end of year2019-08-31$0
Participant contributions at beginning of year2019-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-08-31$9,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-08-31$10,385
Other income not declared elsewhere2019-08-31$0
Administrative expenses (other) incurred2019-08-31$131,760
Liabilities. Value of operating payables at beginning of year2019-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$756,587
Value of net assets at end of year (total assets less liabilities)2019-08-31$24,686,543
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$23,929,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-08-31$0
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-08-31$0
Investment advisory and management fees2019-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$10,692,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$11,257,491
Value of interest in pooled separate accounts at end of year2019-08-31$13,662,952
Value of interest in pooled separate accounts at beginning of year2019-08-31$12,354,888
Income. Interest from loans (other than to participants)2019-08-31$0
Interest earned on other investments2019-08-31$0
Income. Interest from US Government securities2019-08-31$0
Income. Interest from corporate debt instruments2019-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-423,388
Net investment gain/loss from pooled separate accounts2019-08-31$2,044,816
Net investment gain or loss from common/collective trusts2019-08-31$0
Net gain/loss from 103.12 investment entities2019-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31Yes
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$1,010,120
Employer contributions (assets) at end of year2019-08-31$340,973
Employer contributions (assets) at beginning of year2019-08-31$327,962
Income. Dividends from preferred stock2019-08-31$0
Income. Dividends from common stock2019-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$1,804,562
Contract administrator fees2019-08-31$94,235
Liabilities. Value of benefit claims payable at beginning of year2019-08-31$0
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Aggregate proceeds on sale of assets2019-08-31$0
Aggregate carrying amount (costs) on sale of assets2019-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2019-08-31362469413
2018 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-31$0
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total transfer of assets to this plan2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$10,385
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$31,505
Total income from all sources (including contributions)2018-08-31$2,593,549
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$2,025,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$1,757,835
Value of total corrective distributions2018-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$930,962
Value of total assets at end of year2018-08-31$23,940,341
Value of total assets at beginning of year2018-08-31$23,393,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$267,570
Total income from rents2018-08-31$0
Total interest from all sources2018-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$0
Administrative expenses professional fees incurred2018-08-31$53,579
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Amount of non-exempt transactions with any party-in-interest2018-08-31$0
Contributions received from participants2018-08-31$0
Participant contributions at end of year2018-08-31$0
Participant contributions at beginning of year2018-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-08-31$10,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-31$31,505
Other income not declared elsewhere2018-08-31$2,204
Administrative expenses (other) incurred2018-08-31$99,009
Liabilities. Value of operating payables at beginning of year2018-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$568,144
Value of net assets at end of year (total assets less liabilities)2018-08-31$23,929,956
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$23,361,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-08-31$0
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-08-31$0
Investment advisory and management fees2018-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$11,257,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$0
Value of interest in pooled separate accounts at end of year2018-08-31$12,354,888
Value of interest in pooled separate accounts at beginning of year2018-08-31$22,997,734
Income. Interest from loans (other than to participants)2018-08-31$0
Interest earned on other investments2018-08-31$0
Income. Interest from US Government securities2018-08-31$0
Income. Interest from corporate debt instruments2018-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$374,549
Net investment gain/loss from pooled separate accounts2018-08-31$1,285,834
Net investment gain or loss from common/collective trusts2018-08-31$0
Net gain/loss from 103.12 investment entities2018-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31Yes
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$930,962
Employer contributions (assets) at end of year2018-08-31$327,962
Employer contributions (assets) at beginning of year2018-08-31$395,583
Income. Dividends from preferred stock2018-08-31$0
Income. Dividends from common stock2018-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$1,757,835
Contract administrator fees2018-08-31$114,982
Liabilities. Value of benefit claims payable at beginning of year2018-08-31$0
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Aggregate proceeds on sale of assets2018-08-31$0
Aggregate carrying amount (costs) on sale of assets2018-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2018-08-31362469413
2017 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$0
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total transfer of assets to this plan2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$31,505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$21,219
Expenses. Interest paid2017-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-08-31$0
Total income from all sources (including contributions)2017-08-31$3,230,513
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$2,079,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$1,689,491
Value of total corrective distributions2017-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$1,034,583
Value of total assets at end of year2017-08-31$23,393,317
Value of total assets at beginning of year2017-08-31$22,231,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$389,668
Total income from rents2017-08-31$0
Total interest from all sources2017-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$0
Administrative expenses professional fees incurred2017-08-31$188,191
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Amount of non-exempt transactions with any party-in-interest2017-08-31$0
Contributions received from participants2017-08-31$0
Participant contributions at end of year2017-08-31$0
Participant contributions at beginning of year2017-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$31,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$21,219
Other income not declared elsewhere2017-08-31$0
Administrative expenses (other) incurred2017-08-31$145,812
Liabilities. Value of operating payables at beginning of year2017-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Income. Non cash contributions2017-08-31$0
Value of net income/loss2017-08-31$1,151,354
Value of net assets at end of year (total assets less liabilities)2017-08-31$23,361,812
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$22,210,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-08-31$0
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-08-31$0
Investment advisory and management fees2017-08-31$0
Value of interest in pooled separate accounts at end of year2017-08-31$22,997,734
Value of interest in pooled separate accounts at beginning of year2017-08-31$0
Income. Interest from loans (other than to participants)2017-08-31$0
Interest earned on other investments2017-08-31$0
Income. Interest from US Government securities2017-08-31$0
Income. Interest from corporate debt instruments2017-08-31$0
Value of interest in master investment trust accounts at end of year2017-08-31$0
Value of interest in master investment trust accounts at beginning of year2017-08-31$21,911,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$0
Net investment gain/loss from pooled separate accounts2017-08-31$613,849
Net investment gain or loss from common/collective trusts2017-08-31$0
Net gain/loss from 103.12 investment entities2017-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31Yes
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$1,034,583
Employer contributions (assets) at end of year2017-08-31$395,583
Employer contributions (assets) at beginning of year2017-08-31$320,000
Income. Dividends from preferred stock2017-08-31$0
Income. Dividends from common stock2017-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$1,689,491
Contract administrator fees2017-08-31$55,665
Liabilities. Value of benefit claims payable at beginning of year2017-08-31$0
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Aggregate proceeds on sale of assets2017-08-31$0
Aggregate carrying amount (costs) on sale of assets2017-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2017-08-31362469413
2016 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$21,219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$31,214
Total income from all sources (including contributions)2016-08-31$2,724,878
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$2,064,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$1,618,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$895,867
Value of total assets at end of year2016-08-31$22,231,677
Value of total assets at beginning of year2016-08-31$21,581,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$446,203
Total interest from all sources2016-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Administrative expenses professional fees incurred2016-08-31$446,203
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$21,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$31,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$660,222
Value of net assets at end of year (total assets less liabilities)2016-08-31$22,210,458
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$21,550,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in master investment trust accounts at end of year2016-08-31$21,911,677
Value of interest in master investment trust accounts at beginning of year2016-08-31$21,099,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$895,867
Employer contributions (assets) at end of year2016-08-31$320,000
Employer contributions (assets) at beginning of year2016-08-31$482,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$1,618,453
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2016-08-31362469413
2015 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$31,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$16,195
Total income from all sources (including contributions)2015-08-31$824,562
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$1,826,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$1,330,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$1,328,000
Value of total assets at end of year2015-08-31$21,581,450
Value of total assets at beginning of year2015-08-31$22,568,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$496,149
Total interest from all sources2015-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Administrative expenses professional fees incurred2015-08-31$496,149
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$31,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$16,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-1,001,680
Value of net assets at end of year (total assets less liabilities)2015-08-31$21,550,236
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$22,551,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in master investment trust accounts at end of year2015-08-31$21,099,450
Value of interest in master investment trust accounts at beginning of year2015-08-31$21,993,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$1,328,000
Employer contributions (assets) at end of year2015-08-31$482,000
Employer contributions (assets) at beginning of year2015-08-31$575,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$1,330,093
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2015-08-31362469413
2014 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$16,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$47,115
Total income from all sources (including contributions)2014-08-31$4,484,878
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$1,479,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$1,036,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$1,571,000
Value of total assets at end of year2014-08-31$22,568,111
Value of total assets at beginning of year2014-08-31$19,593,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$442,622
Total interest from all sources2014-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-08-31$16,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-08-31$32,486
Administrative expenses (other) incurred2014-08-31$442,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$3,005,625
Value of net assets at end of year (total assets less liabilities)2014-08-31$22,551,916
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$19,546,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in master investment trust accounts at end of year2014-08-31$21,993,111
Value of interest in master investment trust accounts at beginning of year2014-08-31$19,184,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$1,571,000
Employer contributions (assets) at end of year2014-08-31$575,000
Employer contributions (assets) at beginning of year2014-08-31$409,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$1,036,631
Liabilities. Value of benefit claims payable at end of year2014-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-08-31$14,629
Did the plan have assets held for investment2014-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2014-08-31362469413
2013 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$47,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$71,270
Total income from all sources (including contributions)2013-08-31$2,944,232
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$1,500,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$1,067,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$1,345,000
Value of total assets at end of year2013-08-31$19,593,406
Value of total assets at beginning of year2013-08-31$18,173,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$432,849
Total interest from all sources2013-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-08-31$32,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-08-31$51,070
Other income not declared elsewhere2013-08-31$0
Administrative expenses (other) incurred2013-08-31$432,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$1,443,651
Value of net assets at end of year (total assets less liabilities)2013-08-31$19,546,291
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$18,102,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in master investment trust accounts at end of year2013-08-31$19,184,406
Value of interest in master investment trust accounts at beginning of year2013-08-31$17,602,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$1,345,000
Employer contributions (assets) at end of year2013-08-31$409,000
Employer contributions (assets) at beginning of year2013-08-31$571,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$1,067,732
Liabilities. Value of benefit claims payable at end of year2013-08-31$14,629
Liabilities. Value of benefit claims payable at beginning of year2013-08-31$20,200
Did the plan have assets held for investment2013-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2013-08-31362469413
2012 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$71,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$28,686
Total income from all sources (including contributions)2012-08-31$3,251,075
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$1,534,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$899,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$1,931,627
Value of total assets at end of year2012-08-31$18,173,910
Value of total assets at beginning of year2012-08-31$16,414,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$634,940
Total interest from all sources2012-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Administrative expenses professional fees incurred2012-08-31$566,978
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-08-31$51,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-08-31$28,686
Administrative expenses (other) incurred2012-08-31$67,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$1,716,673
Value of net assets at end of year (total assets less liabilities)2012-08-31$18,102,640
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$16,385,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in master investment trust accounts at end of year2012-08-31$17,602,283
Value of interest in master investment trust accounts at beginning of year2012-08-31$16,414,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$1,931,627
Employer contributions (assets) at end of year2012-08-31$571,627
Employer contributions (assets) at beginning of year2012-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$899,462
Liabilities. Value of benefit claims payable at end of year2012-08-31$20,200
Did the plan have assets held for investment2012-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2012-08-31362469413
2011 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$28,686
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$43,177
Total income from all sources (including contributions)2011-08-31$2,729,521
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$1,443,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$877,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$1,469,428
Value of total assets at end of year2011-08-31$16,414,653
Value of total assets at beginning of year2011-08-31$15,143,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$565,676
Total interest from all sources2011-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Administrative expenses professional fees incurred2011-08-31$507,515
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-08-31$28,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-08-31$43,177
Administrative expenses (other) incurred2011-08-31$58,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$1,285,874
Value of net assets at end of year (total assets less liabilities)2011-08-31$16,385,967
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$15,100,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in master investment trust accounts at end of year2011-08-31$16,414,653
Value of interest in master investment trust accounts at beginning of year2011-08-31$15,022,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$1,469,428
Employer contributions (assets) at end of year2011-08-31$0
Employer contributions (assets) at beginning of year2011-08-31$120,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$877,971
Did the plan have assets held for investment2011-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31TOPEL FORMAN, LLC
Accountancy firm EIN2011-08-31362469413
2010 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

2021: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530658
Policy instance 1
Insurance contract or identification number530658
Number of Individuals Covered196
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530658
Policy instance 1
Insurance contract or identification number530658
Number of Individuals Covered196
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530658
Policy instance 1
Insurance contract or identification number530658
Number of Individuals Covered199
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530658
Policy instance 1
Insurance contract or identification number530658
Number of Individuals Covered199
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $1,511
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,511
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530658
Policy instance 1
Insurance contract or identification number530658
Number of Individuals Covered206
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $35,017
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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