CSA DBA COMMUNITY SUPPORT ADVOCATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COMMUNITY SUPPORT ADVOCATES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2013: COMMUNITY SUPPORT ADVOCATES 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 57 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 4 |
| Total of all active and inactive participants | 2013-07-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 61 |
| Number of participants with account balances | 2013-07-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : COMMUNITY SUPPORT ADVOCATES 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $1,479,824 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $44,131 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $34,978 |
| Total plan assets at end of year | 2014-06-30 | $1,435,693 |
| Total plan assets at beginning of year | 2014-06-30 | $0 |
| Value of fidelity bond covering the plan | 2014-06-30 | $0 |
| Total contributions received or receivable from participants | 2014-06-30 | $116,786 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $1,113,097 |
| Other income received | 2014-06-30 | $152,476 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $1,435,693 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,435,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-06-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-06-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $97,465 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $9,153 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $140 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $140 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | LONGNECKER, TED J. |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 525128 |
| Policy instance | 2 |
| Insurance contract or identification number | 525128 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $3,613 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | 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 $3,613 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | LONGNECKER, TED J. |
|
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