| Plan Name | RETIREMENT PLAN FOR EMPLOYEES OF EASTER SEALS, INC. |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | GLENDA OAKLEY | 2024-10-14 | ||
| 002 | 2022-01-01 | GLENDA OAKLEY | 2023-07-25 | ||
| 002 | 2021-01-01 | GLENDA OAKLEY | 2022-10-06 | ||
| 002 | 2020-01-01 | SILVIJA JAKUBOWSKI | 2021-07-01 | ||
| 002 | 2019-01-01 | SILVIJA JAKUBOWSKI | 2020-07-31 | ||
| 002 | 2018-01-01 | SILVIJA JAKUBOWSKI | 2019-07-18 | ||
| 002 | 2017-01-01 | SILVIJA JAKUBOWSKI | 2018-07-27 | ||
| 002 | 2016-01-01 | SILVIJA JAKUBOWSKI | |||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | SILVIJA JAKUBOWSKI | |||
| 002 | 2014-01-01 | SILVIJA JAKUBOWSKI | |||
| 002 | 2013-01-01 | DOROTHY M. MOSER | DOROTHY M. MOSER | 2014-10-10 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RETIREMENT PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-28 | 83385 |
| Net assets as of the end of the plan year | 2025-07-28 | 1156647 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 994005 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Other income to plan in this plan year | 2025-07-28 | 113723 |
| Plan net income in this plan year | 2025-07-28 | 162642 |
| Net assets as of the end of the plan year | 2025-07-28 | 1156647 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 994005 |
| Employer contributions to plan in this plan year | 2025-07-28 | 132304 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 1752 |
| 2024 : RETIREMENT PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 84732 |
| Net assets as of the end of the plan year | 2024-10-14 | 994005 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 787104 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 0 |
| Other contributions to plan in this plan year | 2024-10-14 | 0 |
| Other income to plan in this plan year | 2024-10-14 | 140214 |
| Plan net income in this plan year | 2024-10-14 | 206901 |
| Net assets as of the end of the plan year | 2024-10-14 | 994005 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 787104 |
| Employer contributions to plan in this plan year | 2024-10-14 | 151419 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 2271 |
| 2022 : RETIREMENT PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-06 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-06 | 0 |
| Net assets as of the end of the plan year | 2022-10-06 | 885610 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 622687 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-06 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-06 | 0 |
| Other contributions to plan in this plan year | 2022-10-06 | 0 |
| Other income to plan in this plan year | 2022-10-06 | 79953 |
| Plan net income in this plan year | 2022-10-06 | 262923 |
| Net assets as of the end of the plan year | 2022-10-06 | 885610 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 622687 |
| Employer contributions to plan in this plan year | 2022-10-06 | 182970 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-06 | 0 |
| 2016 : RETIREMENT PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $150,602 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $142,857 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $138,207 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $109,102 |
| Value of total assets at end of year | 2016-12-31 | $657,051 |
| Value of total assets at beginning of year | 2016-12-31 | $649,306 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,650 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Administrative expenses (other) incurred | 2016-12-31 | $4,650 |
| Total non interest bearing cash at end of year | 2016-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $7,745 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $657,051 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $649,306 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $629,848 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $593,529 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,256 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $41,500 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $109,102 |
| Employer contributions (assets) at end of year | 2016-12-31 | $24,947 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $55,777 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $138,207 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | TOPEL FORMAN L.L.C. |
| Accountancy firm EIN | 2016-12-31 | 362469413 |
| 2015 : RETIREMENT PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $202,917 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $77,662 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $73,327 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $222,345 |
| Value of total assets at end of year | 2015-12-31 | $649,306 |
| Value of total assets at beginning of year | 2015-12-31 | $524,051 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,335 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $125,255 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $649,306 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $524,051 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $593,529 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $470,308 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-19,428 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $222,345 |
| Employer contributions (assets) at end of year | 2015-12-31 | $55,777 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $53,743 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $73,327 |
| Contract administrator fees | 2015-12-31 | $4,335 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | TOPEL FORMAN L.L.C. |
| Accountancy firm EIN | 2015-12-31 | 362469413 |
| 2014 : RETIREMENT PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $269,996 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $51,669 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $47,041 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $253,942 |
| Value of total assets at end of year | 2014-12-31 | $524,051 |
| Value of total assets at beginning of year | 2014-12-31 | $305,724 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,628 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $218,327 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $524,051 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $305,724 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $470,308 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $237,615 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $16,054 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $253,942 |
| Employer contributions (assets) at end of year | 2014-12-31 | $53,743 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $68,109 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $47,041 |
| Contract administrator fees | 2014-12-31 | $4,628 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | TOPEL FORMAN LLC |
| Accountancy firm EIN | 2014-12-31 | 362469413 |
| 2013 : RETIREMENT PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $313,873 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $8,149 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,281 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $300,069 |
| Value of total assets at end of year | 2013-12-31 | $305,724 |
| Value of total assets at beginning of year | 2013-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,868 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $305,724 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $305,724 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $237,615 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $13,804 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $300,069 |
| Employer contributions (assets) at end of year | 2013-12-31 | $68,109 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,281 |
| Contract administrator fees | 2013-12-31 | $1,868 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | TOPEL FORMAN LLC |
| Accountancy firm EIN | 2013-12-31 | 362469413 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | MR 61092-1 |
| Policy instance | 1 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | MR 61092-1 |
| Policy instance | 1 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | MR 61092-1 |
| Policy instance | 1 |