CENTER FOR AQUATIC SCIENCES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN
Measure | Date | Value |
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2022: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 47 |
Total of all active and inactive participants | 2022-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 52 |
Number of participants with account balances | 2022-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 50 |
Total of all active and inactive participants | 2021-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 55 |
Number of participants with account balances | 2021-01-01 | 54 |
2020: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 54 |
Total of all active and inactive participants | 2020-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 59 |
Number of participants with account balances | 2020-01-01 | 58 |
2019: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 53 |
Total of all active and inactive participants | 2019-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 60 |
Number of participants with account balances | 2019-01-01 | 60 |
2018: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 51 |
Total of all active and inactive participants | 2018-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 60 |
Number of participants with account balances | 2018-01-01 | 60 |
2017: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 52 |
Total of all active and inactive participants | 2017-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 61 |
Number of participants with account balances | 2017-01-01 | 61 |
2016: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 48 |
Total of all active and inactive participants | 2016-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 63 |
Number of participants with account balances | 2016-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 49 |
Total of all active and inactive participants | 2015-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 64 |
Number of participants with account balances | 2015-01-01 | 64 |
2014: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 50 |
Total of all active and inactive participants | 2014-01-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 66 |
Number of participants with account balances | 2014-01-01 | 66 |
2013: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 49 |
Total of all active and inactive participants | 2013-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 71 |
Number of participants with account balances | 2013-01-01 | 66 |
2012: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 66 |
Total of all active and inactive participants | 2012-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 99 |
Number of participants with account balances | 2012-01-01 | 90 |
2011: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 68 |
Total of all active and inactive participants | 2011-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 102 |
Number of participants with account balances | 2011-01-01 | 92 |
2010: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 79 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 43 |
Total of all active and inactive participants | 2010-01-01 | 122 |
Total participants | 2010-01-01 | 122 |
Number of participants with account balances | 2010-01-01 | 100 |
2009: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 138 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 147 |
Total participants | 2009-01-01 | 147 |
Number of participants with account balances | 2009-01-01 | 104 |
Measure | Date | Value |
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2022 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-252,939 |
Expenses. Total of all expenses incurred | 2022-12-31 | $127,504 |
Benefits paid (including direct rollovers) | 2022-12-31 | $127,504 |
Total plan assets at end of year | 2022-12-31 | $1,313,931 |
Total plan assets at beginning of year | 2022-12-31 | $1,694,374 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Other income received | 2022-12-31 | $-252,939 |
Net income (gross income less expenses) | 2022-12-31 | $-380,443 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,313,931 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,694,374 |
2021 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $226,906 |
Expenses. Total of all expenses incurred | 2021-12-31 | $192,694 |
Benefits paid (including direct rollovers) | 2021-12-31 | $192,694 |
Total plan assets at end of year | 2021-12-31 | $1,694,374 |
Total plan assets at beginning of year | 2021-12-31 | $1,660,162 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Other income received | 2021-12-31 | $226,906 |
Net income (gross income less expenses) | 2021-12-31 | $34,212 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,694,374 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,660,162 |
2020 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $238,639 |
Expenses. Total of all expenses incurred | 2020-12-31 | $124,892 |
Benefits paid (including direct rollovers) | 2020-12-31 | $124,892 |
Total plan assets at end of year | 2020-12-31 | $1,660,162 |
Total plan assets at beginning of year | 2020-12-31 | $1,546,415 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Other income received | 2020-12-31 | $238,639 |
Net income (gross income less expenses) | 2020-12-31 | $113,747 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,660,162 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,546,415 |
2019 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $254,143 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,256 |
Benefits paid (including direct rollovers) | 2019-12-31 | $3,256 |
Total plan assets at end of year | 2019-12-31 | $1,546,415 |
Total plan assets at beginning of year | 2019-12-31 | $1,295,528 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Other income received | 2019-12-31 | $254,143 |
Net income (gross income less expenses) | 2019-12-31 | $250,887 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,546,415 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,295,528 |
2018 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-55,525 |
Expenses. Total of all expenses incurred | 2018-12-31 | $10,703 |
Benefits paid (including direct rollovers) | 2018-12-31 | $10,703 |
Total plan assets at end of year | 2018-12-31 | $1,295,528 |
Total plan assets at beginning of year | 2018-12-31 | $1,361,756 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Other income received | 2018-12-31 | $-55,525 |
Net income (gross income less expenses) | 2018-12-31 | $-66,228 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,295,528 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,361,756 |
2017 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $201,559 |
Expenses. Total of all expenses incurred | 2017-12-31 | $172,231 |
Benefits paid (including direct rollovers) | 2017-12-31 | $172,231 |
Total plan assets at end of year | 2017-12-31 | $1,361,756 |
Total plan assets at beginning of year | 2017-12-31 | $1,332,428 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Other income received | 2017-12-31 | $201,559 |
Net income (gross income less expenses) | 2017-12-31 | $29,328 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,361,756 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,332,428 |
2016 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $76,778 |
Expenses. Total of all expenses incurred | 2016-12-31 | $25,509 |
Benefits paid (including direct rollovers) | 2016-12-31 | $25,509 |
Total plan assets at end of year | 2016-12-31 | $1,332,428 |
Total plan assets at beginning of year | 2016-12-31 | $1,281,159 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Other income received | 2016-12-31 | $76,778 |
Net income (gross income less expenses) | 2016-12-31 | $51,269 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,332,428 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,281,159 |
2015 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $15,924 |
Expenses. Total of all expenses incurred | 2015-12-31 | $47,694 |
Benefits paid (including direct rollovers) | 2015-12-31 | $47,694 |
Total plan assets at end of year | 2015-12-31 | $1,281,159 |
Total plan assets at beginning of year | 2015-12-31 | $1,312,929 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Other income received | 2015-12-31 | $15,924 |
Net income (gross income less expenses) | 2015-12-31 | $-31,770 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,281,159 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,312,929 |
2014 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $86,053 |
Expenses. Total of all expenses incurred | 2014-12-31 | $9,556 |
Benefits paid (including direct rollovers) | 2014-12-31 | $9,556 |
Total plan assets at end of year | 2014-12-31 | $1,312,929 |
Total plan assets at beginning of year | 2014-12-31 | $1,236,432 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Other income received | 2014-12-31 | $86,053 |
Net income (gross income less expenses) | 2014-12-31 | $76,497 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,312,929 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,236,432 |
2013 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $202,863 |
Expenses. Total of all expenses incurred | 2013-12-31 | $94,313 |
Benefits paid (including direct rollovers) | 2013-12-31 | $94,313 |
Total plan assets at end of year | 2013-12-31 | $1,236,432 |
Total plan assets at beginning of year | 2013-12-31 | $1,127,882 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Other income received | 2013-12-31 | $202,863 |
Net income (gross income less expenses) | 2013-12-31 | $108,550 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,236,432 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,127,882 |
2012 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $115,928 |
Total of all expenses incurred | 2012-12-31 | $16,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $16,485 |
Value of total assets at end of year | 2012-12-31 | $1,127,882 |
Value of total assets at beginning of year | 2012-12-31 | $1,028,439 |
Total interest from all sources | 2012-12-31 | $8,349 |
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 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 |
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 | $99,443 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,127,882 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,028,439 |
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 registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $891,823 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $792,535 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $24,963 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $22,681 |
Interest earned on other investments | 2012-12-31 | $8,349 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $211,096 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $213,223 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $10,205 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $105,297 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $2,282 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,280 |
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 | BOWMAN AND COMPANY LLP |
Accountancy firm EIN | 2012-12-31 | 210658561 |
2011 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $-1,416 |
Total of all expenses incurred | 2011-12-31 | $300,890 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $300,890 |
Value of total assets at end of year | 2011-12-31 | $1,028,439 |
Value of total assets at beginning of year | 2011-12-31 | $1,330,745 |
Total interest from all sources | 2011-12-31 | $8,198 |
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 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 |
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 | $-302,306 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,028,439 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,330,745 |
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 | $792,535 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,084,865 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $22,681 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $40,353 |
Interest earned on other investments | 2011-12-31 | $8,198 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $213,223 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $205,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-14,536 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $4,922 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $300,890 |
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 | BOWMAN AND COMPANY LLP |
Accountancy firm EIN | 2011-12-31 | 210658561 |
2010 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2010 401k financial data |
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Total transfer of assets to this plan | 2010-12-31 | $203,727 |
Total income from all sources (including contributions) | 2010-12-31 | $132,226 |
Total of all expenses incurred | 2010-12-31 | $28,824 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $28,824 |
Value of total assets at end of year | 2010-12-31 | $1,330,745 |
Value of total assets at beginning of year | 2010-12-31 | $1,023,616 |
Total interest from all sources | 2010-12-31 | $7,610 |
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 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 |
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 | $103,402 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,330,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,023,616 |
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 | $1,084,865 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $987,846 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $40,353 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $35,770 |
Interest earned on other investments | 2010-12-31 | $7,610 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $205,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $119,881 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $4,735 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $28,824 |
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 | BOWMAN AND COMPANY LLP |
Accountancy firm EIN | 2010-12-31 | 210658561 |
2022: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
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: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
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: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
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 |
2012: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |