WEST CENTRAL COMMUNITY ACTION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WEST CENTRAL COMMUNITY ACTION 403(B) PLAN
| Measure | Date | Value |
|---|
| 2023 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $253,848 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $128,479 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $127,117 |
| Total plan assets at end of year | 2023-12-31 | $1,667,615 |
| Total plan assets at beginning of year | 2023-12-31 | $1,542,246 |
| Value of fidelity bond covering the plan | 2023-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $23,626 |
| Other income received | 2023-12-31 | $220,728 |
| Net income (gross income less expenses) | 2023-12-31 | $125,369 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,667,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,542,246 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $9,494 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,362 |
| 2022 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-195,188 |
| Total of all expenses incurred | 2022-12-31 | $305,501 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $304,406 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $39,106 |
| Value of total assets at end of year | 2022-12-31 | $1,542,246 |
| Value of total assets at beginning of year | 2022-12-31 | $2,042,935 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,095 |
| Total interest from all sources | 2022-12-31 | $23,490 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $29,493 |
| Participant contributions at end of year | 2022-12-31 | $7,323 |
| Participant contributions at beginning of year | 2022-12-31 | $11,641 |
| Participant contributions at end of year | 2022-12-31 | $888 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-500,689 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,542,246 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,042,935 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $796,905 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,151,719 |
| Interest on participant loans | 2022-12-31 | $463 |
| Interest earned on other investments | 2022-12-31 | $23,027 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $736,740 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $879,575 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-257,784 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $9,613 |
| Employer contributions (assets) at end of year | 2022-12-31 | $390 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $304,406 |
| Contract administrator fees | 2022-12-31 | $1,095 |
| 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 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GRONEWOLD, BELL, KYHNN & CO. P.C. |
| Accountancy firm EIN | 2022-12-31 | 421206169 |
| Total income from all sources (including contributions) | 2022-01-01 | $-195,188 |
| Total of all expenses incurred | 2022-01-01 | $305,501 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $304,406 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $39,106 |
| Value of total assets at end of year | 2022-01-01 | $1,542,246 |
| Value of total assets at beginning of year | 2022-01-01 | $2,042,935 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,095 |
| Total interest from all sources | 2022-01-01 | $23,490 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $29,493 |
| Participant contributions at end of year | 2022-01-01 | $7,323 |
| Participant contributions at beginning of year | 2022-01-01 | $11,641 |
| Participant contributions at end of year | 2022-01-01 | $888 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-500,689 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,542,246 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,042,935 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $796,905 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,151,719 |
| Interest on participant loans | 2022-01-01 | $463 |
| Interest earned on other investments | 2022-01-01 | $23,027 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $736,740 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $879,575 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-257,784 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $9,613 |
| Employer contributions (assets) at end of year | 2022-01-01 | $390 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $304,406 |
| Contract administrator fees | 2022-01-01 | $1,095 |
| 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 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | GRONEWOLD, BELL, KYHNN & CO. P.C. |
| Accountancy firm EIN | 2022-01-01 | 421206169 |
| 2021 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $252,115 |
| Total of all expenses incurred | 2021-12-31 | $117,115 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $115,831 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $36,152 |
| Value of total assets at end of year | 2021-12-31 | $2,042,935 |
| Value of total assets at beginning of year | 2021-12-31 | $1,907,935 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,284 |
| Total interest from all sources | 2021-12-31 | $26,436 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $26,002 |
| Participant contributions at end of year | 2021-12-31 | $11,641 |
| Participant contributions at beginning of year | 2021-12-31 | $15,740 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $871 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $135,000 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,042,935 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,907,935 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,151,719 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,024,717 |
| Interest on participant loans | 2021-12-31 | $656 |
| Interest earned on other investments | 2021-12-31 | $25,780 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $879,575 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $866,255 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $189,527 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $10,150 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $352 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $115,831 |
| Contract administrator fees | 2021-12-31 | $1,284 |
| 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 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | GRONEWOLD, BELL, KYHNN & CO. P.C. |
| Accountancy firm EIN | 2021-12-31 | 421206169 |
| 2020 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $265,501 |
| Total of all expenses incurred | 2020-12-31 | $414,632 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $413,425 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $30,723 |
| Value of total assets at end of year | 2020-12-31 | $1,907,935 |
| Value of total assets at beginning of year | 2020-12-31 | $2,057,066 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,207 |
| Total interest from all sources | 2020-12-31 | $24,247 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $22,740 |
| Participant contributions at end of year | 2020-12-31 | $15,740 |
| Participant contributions at beginning of year | 2020-12-31 | $11,407 |
| Participant contributions at end of year | 2020-12-31 | $871 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-149,131 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,907,935 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,057,066 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,024,717 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,245,930 |
| Interest on participant loans | 2020-12-31 | $515 |
| Interest earned on other investments | 2020-12-31 | $23,732 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $866,255 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $799,729 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $210,531 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $7,983 |
| Employer contributions (assets) at end of year | 2020-12-31 | $352 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $413,425 |
| Contract administrator fees | 2020-12-31 | $1,207 |
| 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 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | GRONEWOLD, BELL, KYHNN & CO. P.C. |
| Accountancy firm EIN | 2020-12-31 | 421206169 |
| 2019 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $359,425 |
| Total of all expenses incurred | 2019-12-31 | $133,386 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $132,163 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $43,848 |
| Value of total assets at end of year | 2019-12-31 | $2,057,066 |
| Value of total assets at beginning of year | 2019-12-31 | $1,831,027 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,223 |
| Total interest from all sources | 2019-12-31 | $22,137 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $32,715 |
| Participant contributions at end of year | 2019-12-31 | $11,407 |
| Participant contributions at beginning of year | 2019-12-31 | $10,412 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $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 | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $226,039 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,057,066 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,831,027 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,245,930 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,137,704 |
| Interest on participant loans | 2019-12-31 | $418 |
| Interest earned on other investments | 2019-12-31 | $21,719 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $799,729 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $682,911 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $293,440 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $11,133 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $132,163 |
| Contract administrator fees | 2019-12-31 | $1,223 |
| 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 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | GRONEWOLD, BELL, KYHNN & CO. P.C. |
| Accountancy firm EIN | 2019-12-31 | 421206169 |
| 2018 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $14,745 |
| Total of all expenses incurred | 2018-12-31 | $58,287 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $57,001 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $69,671 |
| Value of total assets at end of year | 2018-12-31 | $1,831,027 |
| Value of total assets at beginning of year | 2018-12-31 | $1,874,569 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,286 |
| Total interest from all sources | 2018-12-31 | $20,587 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $47,314 |
| Participant contributions at end of year | 2018-12-31 | $10,412 |
| Participant contributions at beginning of year | 2018-12-31 | $9,943 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $2,004 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $10,970 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-43,542 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,831,027 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,874,569 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,137,704 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,202,753 |
| Interest on participant loans | 2018-12-31 | $549 |
| Interest earned on other investments | 2018-12-31 | $20,038 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $682,911 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $659,324 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-75,513 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $11,387 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $545 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $57,001 |
| Contract administrator fees | 2018-12-31 | $1,286 |
| 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 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | GRONEWOLD, BELL, KYHNN & CO. P.C. |
| Accountancy firm EIN | 2018-12-31 | 421206169 |
| 2017 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $348,643 |
| Total of all expenses incurred | 2017-12-31 | $92,432 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $91,097 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $134,762 |
| Value of total assets at end of year | 2017-12-31 | $1,874,569 |
| Value of total assets at beginning of year | 2017-12-31 | $1,618,358 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,335 |
| Total interest from all sources | 2017-12-31 | $19,607 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $48,394 |
| Participant contributions at end of year | 2017-12-31 | $9,943 |
| Participant contributions at beginning of year | 2017-12-31 | $16,661 |
| Participant contributions at end of year | 2017-12-31 | $2,004 |
| Participant contributions at beginning of year | 2017-12-31 | $1,958 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $73,202 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $256,211 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,874,569 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,618,358 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,202,753 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,036,296 |
| Interest on participant loans | 2017-12-31 | $657 |
| Interest earned on other investments | 2017-12-31 | $18,950 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $659,324 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $562,862 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $194,274 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $13,166 |
| Employer contributions (assets) at end of year | 2017-12-31 | $545 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $581 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $91,097 |
| Contract administrator fees | 2017-12-31 | $1,335 |
| 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 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | GRONEWOLD, BELL, KYHNN & CO. P.C. |
| Accountancy firm EIN | 2017-12-31 | 421206169 |
| 2016 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $180,185 |
| Total of all expenses incurred | 2016-12-31 | $58,423 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $56,985 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $82,222 |
| Value of total assets at end of year | 2016-12-31 | $1,618,358 |
| Value of total assets at beginning of year | 2016-12-31 | $1,496,596 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,438 |
| Total interest from all sources | 2016-12-31 | $16,599 |
| 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 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $63,297 |
| Participant contributions at end of year | 2016-12-31 | $16,661 |
| Participant contributions at beginning of year | 2016-12-31 | $22,510 |
| Participant contributions at end of year | 2016-12-31 | $1,958 |
| Participant contributions at beginning of year | 2016-12-31 | $2,111 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,781 |
| 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 | $121,762 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,618,358 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,496,596 |
| 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 pooled separate accounts at end of year | 2016-12-31 | $1,036,296 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $965,146 |
| Interest on participant loans | 2016-12-31 | $952 |
| Interest earned on other investments | 2016-12-31 | $15,647 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $562,862 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $506,392 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $81,364 |
| 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 | $14,144 |
| Employer contributions (assets) at end of year | 2016-12-31 | $581 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $437 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $56,985 |
| Contract administrator fees | 2016-12-31 | $1,438 |
| 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 | No |
| 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 | GRONEWOLD, BELL, KYHNN & CO. P.C. |
| Accountancy firm EIN | 2016-12-31 | 421206169 |
| 2015 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $95,231 |
| Total of all expenses incurred | 2015-12-31 | $112,526 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $111,057 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $84,885 |
| Value of total assets at end of year | 2015-12-31 | $1,496,596 |
| Value of total assets at beginning of year | 2015-12-31 | $1,513,891 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,469 |
| Total interest from all sources | 2015-12-31 | $15,842 |
| 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 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $50,720 |
| Participant contributions at end of year | 2015-12-31 | $22,510 |
| Participant contributions at beginning of year | 2015-12-31 | $17,290 |
| Participant contributions at end of year | 2015-12-31 | $2,111 |
| Participant contributions at beginning of year | 2015-12-31 | $1,957 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $23,988 |
| 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 | $-17,295 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,496,596 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,513,891 |
| 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 pooled separate accounts at end of year | 2015-12-31 | $965,146 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,000,756 |
| Interest on participant loans | 2015-12-31 | $1,087 |
| Interest earned on other investments | 2015-12-31 | $14,755 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $506,392 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $493,459 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-5,496 |
| 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 | $10,177 |
| Employer contributions (assets) at end of year | 2015-12-31 | $437 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $429 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $111,057 |
| Contract administrator fees | 2015-12-31 | $1,469 |
| 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 | 2015-12-31 | No |
| 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 | GRONEWOLD, BELL, KYHNN & CO. P.C. |
| Accountancy firm EIN | 2015-12-31 | 421206169 |
| 2014 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $203,023 |
| Total of all expenses incurred | 2014-12-31 | $187,331 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $186,034 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $106,000 |
| Value of total assets at end of year | 2014-12-31 | $1,513,891 |
| Value of total assets at beginning of year | 2014-12-31 | $1,498,199 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,297 |
| Total interest from all sources | 2014-12-31 | $15,602 |
| 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 | No |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $47,790 |
| Participant contributions at end of year | 2014-12-31 | $17,290 |
| Participant contributions at beginning of year | 2014-12-31 | $2,332 |
| Participant contributions at end of year | 2014-12-31 | $1,957 |
| Participant contributions at beginning of year | 2014-12-31 | $1,872 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $48,079 |
| 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 | $15,692 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,513,891 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,498,199 |
| 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 | $1,000,756 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $967,309 |
| Interest on participant loans | 2014-12-31 | $438 |
| Interest earned on other investments | 2014-12-31 | $15,164 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $493,459 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $526,259 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $81,421 |
| 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 | $10,131 |
| Employer contributions (assets) at end of year | 2014-12-31 | $429 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $427 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $186,034 |
| Contract administrator fees | 2014-12-31 | $1,297 |
| 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 | 2014-12-31 | No |
| 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 | GRONEWOLD, BELL, KHYNN & CO P.C. |
| Accountancy firm EIN | 2014-12-31 | 421206169 |
| 2013 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $319,394 |
| Total of all expenses incurred | 2013-12-31 | $138,329 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $136,815 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $84,733 |
| Value of total assets at end of year | 2013-12-31 | $1,498,199 |
| Value of total assets at beginning of year | 2013-12-31 | $1,317,134 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,514 |
| Total interest from all sources | 2013-12-31 | $16,001 |
| 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 | No |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $69,382 |
| Participant contributions at end of year | 2013-12-31 | $2,332 |
| Participant contributions at beginning of year | 2013-12-31 | $4,626 |
| Participant contributions at end of year | 2013-12-31 | $1,872 |
| Participant contributions at beginning of year | 2013-12-31 | $2,347 |
| 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 | $181,065 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,498,199 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,317,134 |
| 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 | $967,309 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $794,569 |
| Interest on participant loans | 2013-12-31 | $222 |
| Interest earned on other investments | 2013-12-31 | $15,779 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $526,259 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $514,765 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $218,660 |
| 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 | $15,351 |
| Employer contributions (assets) at end of year | 2013-12-31 | $427 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $827 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $136,815 |
| Contract administrator fees | 2013-12-31 | $1,514 |
| 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 | 2013-12-31 | No |
| 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 | GRONEWOLD, BELL, KHYNN & CO P.C. |
| Accountancy firm EIN | 2013-12-31 | 421206169 |
| 2012 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $181,857 |
| Total of all expenses incurred | 2012-12-31 | $123,576 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $121,972 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $77,366 |
| Value of total assets at end of year | 2012-12-31 | $1,317,134 |
| Value of total assets at beginning of year | 2012-12-31 | $1,258,853 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,604 |
| Total interest from all sources | 2012-12-31 | $16,265 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $58,305 |
| Participant contributions at end of year | 2012-12-31 | $4,626 |
| Participant contributions at beginning of year | 2012-12-31 | $6,798 |
| Participant contributions at end of year | 2012-12-31 | $2,347 |
| Participant contributions at beginning of year | 2012-12-31 | $2,342 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $58,281 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,317,134 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,258,853 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $794,569 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $671,361 |
| Interest on participant loans | 2012-12-31 | $356 |
| Interest earned on other investments | 2012-12-31 | $15,909 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $514,765 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $577,626 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $88,226 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $19,061 |
| Employer contributions (assets) at end of year | 2012-12-31 | $827 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $726 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $121,972 |
| Contract administrator fees | 2012-12-31 | $1,604 |
| 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 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | GRONEWOLD, BELL, KHYNN & CO P.C. |
| Accountancy firm EIN | 2012-12-31 | 421206169 |
| 2011 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $87,833 |
| Total of all expenses incurred | 2011-12-31 | $138,035 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $134,764 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,486 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $94,360 |
| Value of total assets at end of year | 2011-12-31 | $1,258,853 |
| Value of total assets at beginning of year | 2011-12-31 | $1,309,055 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,785 |
| Total interest from all sources | 2011-12-31 | $17,110 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $64,244 |
| Participant contributions at end of year | 2011-12-31 | $6,798 |
| Participant contributions at beginning of year | 2011-12-31 | $9,548 |
| Participant contributions at end of year | 2011-12-31 | $2,342 |
| Participant contributions at beginning of year | 2011-12-31 | $2,750 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $12,333 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-50,202 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,258,853 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,309,055 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $671,361 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $739,519 |
| Interest on participant loans | 2011-12-31 | $501 |
| Interest earned on other investments | 2011-12-31 | $16,609 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $577,626 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $556,538 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-23,637 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $17,783 |
| Employer contributions (assets) at end of year | 2011-12-31 | $726 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $700 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $134,764 |
| Contract administrator fees | 2011-12-31 | $1,785 |
| 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 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | GRONEWOLD,BELL,KHYNN & CO P.C. |
| Accountancy firm EIN | 2011-12-31 | 421206169 |
| 2010 : WEST CENTRAL COMMUNITY ACTION 403(B) PLAN 2010 401k financial data |
|---|
| Expenses. Interest paid | 2010-12-31 | $175 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $175 |
| Total income from all sources (including contributions) | 2010-12-31 | $193,626 |
| Total of all expenses incurred | 2010-12-31 | $56,971 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $48,973 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $6,075 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $89,618 |
| Value of total assets at end of year | 2010-12-31 | $1,309,055 |
| Value of total assets at beginning of year | 2010-12-31 | $1,172,400 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,748 |
| Total interest from all sources | 2010-12-31 | $17,107 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $72,769 |
| Participant contributions at end of year | 2010-12-31 | $9,548 |
| Participant contributions at beginning of year | 2010-12-31 | $12,958 |
| Participant contributions at end of year | 2010-12-31 | $2,750 |
| Participant contributions at beginning of year | 2010-12-31 | $2,753 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $136,655 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,309,055 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,172,400 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $739,519 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $639,509 |
| Interest on participant loans | 2010-12-31 | $804 |
| Interest earned on other investments | 2010-12-31 | $16,303 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $556,538 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $516,503 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $86,901 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $16,849 |
| Employer contributions (assets) at end of year | 2010-12-31 | $700 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $677 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $48,973 |
| Contract administrator fees | 2010-12-31 | $1,748 |
| 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 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | GRONEWOLD, BELL, KYHNN & CO P.C. |
| Accountancy firm EIN | 2010-12-31 | 421206169 |
