401k Plan data: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN plan

INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 401k Plan overview

Plan Name	INSTITUTO DEL PROGRESO LATINO 403(B) PLAN
Plan identification number	001

INSTITUTO DEL PROGRESO LATINO 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Target benefit plan
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INSTITUTO DEL PROGRESO LATINO has sponsored the creation of one or more 401k plans.

Company Name: INSTITUTO DEL PROGRESO LATINO

Employer identification number (EIN): 362937375

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTO DEL PROGRESO LATINO 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 NANCY SANCHEZ 2023-04-14
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 HEIDI HUNTER
001 2015-07-01 MIGUEL TOVAR
001 2015-01-01 GABRIELA SERVIN
001 2014-01-01 GABRIELA SERVIN
001 2013-01-01 GABRIELA SERVIN
001 2012-01-01 GABRIELA SERVIN 2013-07-17
001 2011-01-01 GABRIELA SERVIN 2012-05-17
001 2010-01-01 GABRIELA SERVIN 2011-07-19

Plan Statistics for INSTITUTO DEL PROGRESO LATINO 403(B) PLAN

401k plan membership statisitcs for INSTITUTO DEL PROGRESO LATINO 403(B) PLAN

Measure Date Value
2021: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 205
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 89
Total of all active and inactive participants 2021-07-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 294
Number of participants with account balances 2021-07-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 118
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 98
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 39
Total of all active and inactive participants 2020-07-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 139
Number of participants with account balances 2020-07-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 117
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 77
Number of retired or separated participants receiving benefits 2019-07-01 2
Number of other retired or separated participants entitled to future benefits 2019-07-01 36
Total of all active and inactive participants 2019-07-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 115
Number of participants with account balances 2019-07-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 124
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 77
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 34
Total of all active and inactive participants 2018-07-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 112
Number of participants with account balances 2018-07-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 143
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 100
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 21
Total of all active and inactive participants 2017-07-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 122
Number of participants with account balances 2017-07-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 122
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 20
Total of all active and inactive participants 2016-07-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 142
Number of participants with account balances 2016-07-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 121
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 94
Number of retired or separated participants receiving benefits 2015-07-01 2
Number of other retired or separated participants entitled to future benefits 2015-07-01 13
Total of all active and inactive participants 2015-07-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 109
Number of participants with account balances 2015-07-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
Total participants, beginning-of-year 2015-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 112
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 121
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 139
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 154
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 164
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 170
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2021: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	205
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	89
Total of all active and inactive participants	2021-07-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	294
Number of participants with account balances	2021-07-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	118
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	98
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	39
Total of all active and inactive participants	2020-07-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	139
Number of participants with account balances	2020-07-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	117
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	77
Number of retired or separated participants receiving benefits	2019-07-01	2
Number of other retired or separated participants entitled to future benefits	2019-07-01	36
Total of all active and inactive participants	2019-07-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	115
Number of participants with account balances	2019-07-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	124
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	77
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	34
Total of all active and inactive participants	2018-07-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	112
Number of participants with account balances	2018-07-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	143
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	100
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	21
Total of all active and inactive participants	2017-07-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	122
Number of participants with account balances	2017-07-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	122
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	20
Total of all active and inactive participants	2016-07-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	142
Number of participants with account balances	2016-07-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	121
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	94
Number of retired or separated participants receiving benefits	2015-07-01	2
Number of other retired or separated participants entitled to future benefits	2015-07-01	13
Total of all active and inactive participants	2015-07-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	109
Number of participants with account balances	2015-07-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
Total participants, beginning-of-year	2015-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	112
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	121
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	139
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	154
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	164
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	170
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on INSTITUTO DEL PROGRESO LATINO 403(B) PLAN

Measure	Date	Value
2022 : INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$594,179
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$1,525
Total income from all sources (including contributions)	2022-06-30	$-33,683
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$78,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$63,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$212,535
Value of total assets at end of year	2022-06-30	$1,438,993
Value of total assets at beginning of year	2022-06-30	$958,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$15,194
Total interest from all sources	2022-06-30	$444
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$27,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$27,799
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$250,000
If this is an individual account plan, was there a blackout period	2022-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$212,535
Participant contributions at end of year	2022-06-30	$12,037
Participant contributions at beginning of year	2022-06-30	$1,553
Participant contributions at end of year	2022-06-30	$12,303
Participant contributions at beginning of year	2022-06-30	$4,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$1,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-112,449
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,438,993
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$957,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$1,414,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$953,199
Income. Interest from loans (other than to participants)	2022-06-30	$444
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-274,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$63,572
Contract administrator fees	2022-06-30	$15,194
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	2022-06-30	Yes
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	PKF MUELLER
Accountancy firm EIN	2022-06-30	362658780
2021 : INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$1,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$1,332
Total income from all sources (including contributions)	2021-06-30	$258,582
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$70,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$52,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$97,132
Value of total assets at end of year	2021-06-30	$958,788
Value of total assets at beginning of year	2021-06-30	$770,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$18,047
Total interest from all sources	2021-06-30	$147
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$34,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$34,885
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$250,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$97,132
Participant contributions at end of year	2021-06-30	$1,553
Participant contributions at beginning of year	2021-06-30	$3,570
Participant contributions at end of year	2021-06-30	$4,036
Participant contributions at beginning of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$1,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$1,332
Administrative expenses (other) incurred	2021-06-30	$18,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$188,153
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$957,263
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$769,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$953,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$766,872
Interest on participant loans	2021-06-30	$147
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$126,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$52,382
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	PKF MUELLER
Accountancy firm EIN	2021-06-30	362658780
2020 : INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$1,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$107,914
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$174,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$156,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$92,783
Value of total assets at end of year	2020-06-30	$770,442
Value of total assets at beginning of year	2020-06-30	$835,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$17,621
Total interest from all sources	2020-06-30	$390
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$24,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$24,190
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$250,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$92,783
Participant contributions at end of year	2020-06-30	$3,570
Participant contributions at beginning of year	2020-06-30	$7,548
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$3,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$1,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$17,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-66,604
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$769,110
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$835,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$766,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$824,408
Interest on participant loans	2020-06-30	$390
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-9,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$156,897
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MUELLER & CO., LLP
Accountancy firm EIN	2020-06-30	362658780
2019 : INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$143,991
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$56,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$38,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$110,843
Value of total assets at end of year	2019-06-30	$835,714
Value of total assets at beginning of year	2019-06-30	$747,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$17,253
Total interest from all sources	2019-06-30	$1,136
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$31,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$31,497
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$250,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$110,843
Participant contributions at end of year	2019-06-30	$7,548
Participant contributions at beginning of year	2019-06-30	$22,525
Participant contributions at end of year	2019-06-30	$3,758
Participant contributions at beginning of year	2019-06-30	$5,211
Administrative expenses (other) incurred	2019-06-30	$17,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$87,821
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$835,714
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$747,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$824,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$720,157
Interest on participant loans	2019-06-30	$1,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$38,917
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	KUTCHINS, ROBBINS & DIAMOND, LTD.
Accountancy firm EIN	2019-06-30	363856676
2018 : INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$165,684
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$35,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$20,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$122,926
Value of total assets at end of year	2018-06-30	$747,893
Value of total assets at beginning of year	2018-06-30	$617,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$14,750
Total interest from all sources	2018-06-30	$1,295
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$24,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$24,517
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$250,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$121,517
Participant contributions at end of year	2018-06-30	$22,525
Participant contributions at beginning of year	2018-06-30	$23,902
Participant contributions at end of year	2018-06-30	$5,211
Participant contributions at beginning of year	2018-06-30	$4,242
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$1,409
Administrative expenses (other) incurred	2018-06-30	$14,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$130,658
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$747,893
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$617,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$720,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$589,091
Interest on participant loans	2018-06-30	$1,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$16,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$20,276
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	KUTCHINS, ROBBINS & DIAMOND, LTD.
Accountancy firm EIN	2018-06-30	363856676
2017 : INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$183,806
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$29,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$18,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$142,148
Value of total assets at end of year	2017-06-30	$617,235
Value of total assets at beginning of year	2017-06-30	$463,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$11,046
Total interest from all sources	2017-06-30	$1,529
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$11,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$11,739
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$250,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$96,528
Participant contributions at end of year	2017-06-30	$23,902
Participant contributions at beginning of year	2017-06-30	$41,958
Participant contributions at end of year	2017-06-30	$4,242
Participant contributions at beginning of year	2017-06-30	$3,364
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$45,620
Administrative expenses (other) incurred	2017-06-30	$11,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$153,894
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$617,235
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$463,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$589,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$418,019
Value of interest in pooled separate accounts at end of year	2017-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$0
Interest on participant loans	2017-06-30	$1,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$28,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$18,866
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	KUTCHINS, ROBBINS & DIAMOND, LTD.
Accountancy firm EIN	2017-06-30	363856676
2016 : INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$143,617
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$38,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$30,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$134,848
Value of total assets at end of year	2016-06-30	$463,341
Value of total assets at beginning of year	2016-06-30	$358,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$7,827
Total interest from all sources	2016-06-30	$1,397
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$7,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$7,626
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$67,594
Participant contributions at end of year	2016-06-30	$3,364
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$67,254
Assets. Loans (other than to participants) at end of year	2016-06-30	$41,958
Assets. Loans (other than to participants) at beginning of year	2016-06-30	$40,478
Other income not declared elsewhere	2016-06-30	$159
Administrative expenses (other) incurred	2016-06-30	$7,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$105,096
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$463,341
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$358,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$418,019
Interest on participant loans	2016-06-30	$1,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$220,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$220,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$97,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$30,694
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	2016-06-30	Yes
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	KUTCHINS, ROBBINS & DIAMOND, LTD
Accountancy firm EIN	2016-06-30	363856676
2015 : INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$31,745
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$111,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$108,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$22,353
Value of total assets at end of year	2015-06-30	$358,245
Value of total assets at beginning of year	2015-06-30	$438,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$2,697
Total interest from all sources	2015-06-30	$4
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$1,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$1,587
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$22,353
Participant contributions at end of year	2015-06-30	$40,478
Participant contributions at beginning of year	2015-06-30	$674
Other income not declared elsewhere	2015-06-30	$679
Administrative expenses (other) incurred	2015-06-30	$2,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-79,879
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$358,245
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$438,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$327,135
Interest on participant loans	2015-06-30	$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$220,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$97,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$110,315
Net investment gain/loss from pooled separate accounts	2015-06-30	$7,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$108,927
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	2015-06-30	Yes
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
2014 : INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 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	$93,857
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$59,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$53,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$71,321
Value of total assets at end of year	2014-12-31	$438,124
Value of total assets at beginning of year	2014-12-31	$403,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,823
Total interest from all sources	2014-12-31	$14
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	$1,000,000
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
Contributions received from participants	2014-12-31	$71,321
Participant contributions at end of year	2014-12-31	$674
Participant contributions at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$1,304
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	$34,545
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$438,124
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$403,579
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 pooled separate accounts at end of year	2014-12-31	$327,135
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$400,280
Interest on participant loans	2014-12-31	$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$110,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,299
Net investment gain/loss from pooled separate accounts	2014-12-31	$21,218
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$53,489
Contract administrator fees	2014-12-31	$5,823
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	KUTCHINS, ROBBINS & DIAMOND, LTD.
Accountancy firm EIN	2014-12-31	363856676
2013 : INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 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	$229,853
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$182,456
Value of total assets at end of year	2013-12-31	$403,579
Value of total assets at beginning of year	2013-12-31	$176,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,083
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	$250,000
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
Contributions received from participants	2013-12-31	$80,260
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$102,196
Other income not declared elsewhere	2013-12-31	$10
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	$226,770
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$403,579
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$176,809
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 pooled separate accounts at end of year	2013-12-31	$400,280
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$176,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$47,387
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
Contract administrator fees	2013-12-31	$3,083
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	KUTCHINS, ROBBINS & DIAMOND, LTD.
Accountancy firm EIN	2013-12-31	363856676

Form 5500 Responses for INSTITUTO DEL PROGRESO LATINO 403(B) PLAN

2021: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INSTITUTO DEL PROGRESO LATINO 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	21
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $51
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	51
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	THE RETIREMENT ADVANTAGE INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	192
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $43
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	43
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	THE RETIREMENT ADVANTAGE INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	173
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,074
Total amount of fees paid to insurance company	USD $206
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	CUSTODIAL GUARANTEED INSTEREST CONTRACT
Commission paid to Insurance Broker	USD $1,074
Insurance broker organization code?	3
Amount paid for insurance broker fees	206
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	THE RETIREMENT ADVANTAGE

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The information provided on this website is not advice, endorsement or recommendation
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Company Name:	INSTITUTO DEL PROGRESO LATINO
Employer identification number (EIN):	362937375
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01	NANCY SANCHEZ	2023-04-14
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	HEIDI HUNTER
001	2015-07-01	MIGUEL TOVAR
001	2015-01-01	GABRIELA SERVIN
001	2014-01-01	GABRIELA SERVIN
001	2013-01-01	GABRIELA SERVIN
001	2012-01-01	GABRIELA SERVIN	2013-07-17
001	2011-01-01	GABRIELA SERVIN	2012-05-17
001	2010-01-01	GABRIELA SERVIN	2011-07-19