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CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 401k Plan overview

Plan NameCENTER FOR AQUATIC SCIENCES 403(B) DC PLAN
Plan identification number 001

CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CENTER FOR AQUATIC SCIENCES has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR AQUATIC SCIENCES
Employer identification number (EIN):521647018
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DEBBIE JONES DEBBIE JONES2019-05-31
0012017-01-01DEBBIE JONES DEBBIE JONES2018-03-21
0012016-01-01DEBBIE JONES DEBBIE JONES2017-04-19
0012015-01-01DEBBIE JONES DEBBIE JONES2016-04-11
0012014-01-01DEBBIE JONES DEBBIE JONES2015-02-24
0012013-01-01DEBBIE JONES DEBBIE JONES2014-05-19
0012012-01-01DEBBIE JONES DEBBIE JONES2013-10-15
0012011-01-01VIRGINIA SYE VIRGINIA SYE2012-10-15
0012010-01-01VIRGINIA SYE VIRGINIA SYE2011-09-09
0012009-01-01VIRGINIA SYE VIRGINIA SYE2010-10-14

Plan Statistics for CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN

401k plan membership statisitcs for CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN

Measure Date Value
2022: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0155
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0152
Number of participants with account balances2022-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0159
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0155
Number of participants with account balances2021-01-0154
2020: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0160
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0159
Number of participants with account balances2020-01-0158
2019: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0160
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0160
Number of participants with account balances2019-01-0160
2018: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0161
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0160
Number of participants with account balances2018-01-0160
2017: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0163
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0161
Number of participants with account balances2017-01-0161
2016: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0164
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0163
Number of participants with account balances2016-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0166
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0164
Number of participants with account balances2015-01-0164
2014: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0166
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0166
Number of participants with account balances2014-01-0166
2013: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0199
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0171
Number of participants with account balances2013-01-0166
2012: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01102
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0199
Number of participants with account balances2012-01-0190
2011: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-0133
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01102
Number of participants with account balances2011-01-0192
2010: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01147
Total number of active participants reported on line 7a of the Form 55002010-01-0179
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01122
Total participants2010-01-01122
Number of participants with account balances2010-01-01100
2009: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01154
Total number of active participants reported on line 7a of the Form 55002009-01-01138
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01147
Total participants2009-01-01147
Number of participants with account balances2009-01-01104

Financial Data on CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN

Measure Date Value
2022 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2022 401k financial data
Total income from all sources2022-12-31$-252,939
Expenses. Total of all expenses incurred2022-12-31$127,504
Benefits paid (including direct rollovers)2022-12-31$127,504
Total plan assets at end of year2022-12-31$1,313,931
Total plan assets at beginning of year2022-12-31$1,694,374
Value of fidelity bond covering the plan2022-12-31$1,000,000
Other income received2022-12-31$-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
Total income from all sources2021-12-31$226,906
Expenses. Total of all expenses incurred2021-12-31$192,694
Benefits paid (including direct rollovers)2021-12-31$192,694
Total plan assets at end of year2021-12-31$1,694,374
Total plan assets at beginning of year2021-12-31$1,660,162
Value of fidelity bond covering the plan2021-12-31$1,000,000
Other income received2021-12-31$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
Total income from all sources2020-12-31$238,639
Expenses. Total of all expenses incurred2020-12-31$124,892
Benefits paid (including direct rollovers)2020-12-31$124,892
Total plan assets at end of year2020-12-31$1,660,162
Total plan assets at beginning of year2020-12-31$1,546,415
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$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
Total income from all sources2019-12-31$254,143
Expenses. Total of all expenses incurred2019-12-31$3,256
Benefits paid (including direct rollovers)2019-12-31$3,256
Total plan assets at end of year2019-12-31$1,546,415
Total plan assets at beginning of year2019-12-31$1,295,528
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$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$1,295,528
2018 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2018 401k financial data
Total income from all sources2018-12-31$-55,525
Expenses. Total of all expenses incurred2018-12-31$10,703
Benefits paid (including direct rollovers)2018-12-31$10,703
Total plan assets at end of year2018-12-31$1,295,528
Total plan assets at beginning of year2018-12-31$1,361,756
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$-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
Total income from all sources2017-12-31$201,559
Expenses. Total of all expenses incurred2017-12-31$172,231
Benefits paid (including direct rollovers)2017-12-31$172,231
Total plan assets at end of year2017-12-31$1,361,756
Total plan assets at beginning of year2017-12-31$1,332,428
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$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
Total income from all sources2016-12-31$76,778
Expenses. Total of all expenses incurred2016-12-31$25,509
Benefits paid (including direct rollovers)2016-12-31$25,509
Total plan assets at end of year2016-12-31$1,332,428
Total plan assets at beginning of year2016-12-31$1,281,159
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$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
Total income from all sources2015-12-31$15,924
Expenses. Total of all expenses incurred2015-12-31$47,694
Benefits paid (including direct rollovers)2015-12-31$47,694
Total plan assets at end of year2015-12-31$1,281,159
Total plan assets at beginning of year2015-12-31$1,312,929
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$15,924
Net income (gross income less expenses)2015-12-31$-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
Total income from all sources2014-12-31$86,053
Expenses. Total of all expenses incurred2014-12-31$9,556
Benefits paid (including direct rollovers)2014-12-31$9,556
Total plan assets at end of year2014-12-31$1,312,929
Total plan assets at beginning of year2014-12-31$1,236,432
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$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
Total income from all sources2013-12-31$202,863
Expenses. Total of all expenses incurred2013-12-31$94,313
Benefits paid (including direct rollovers)2013-12-31$94,313
Total plan assets at end of year2013-12-31$1,236,432
Total plan assets at beginning of year2013-12-31$1,127,882
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$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
Total income from all sources (including contributions)2012-12-31$115,928
Total of all expenses incurred2012-12-31$16,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,485
Value of total assets at end of year2012-12-31$1,127,882
Value of total assets at beginning of year2012-12-31$1,028,439
Total interest from all sources2012-12-31$8,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$891,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$792,535
Value of interest in pooled separate accounts at end of year2012-12-31$24,963
Value of interest in pooled separate accounts at beginning of year2012-12-31$22,681
Interest earned on other investments2012-12-31$8,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$211,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$213,223
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$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 accounts2012-12-31$2,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOWMAN AND COMPANY LLP
Accountancy firm EIN2012-12-31210658561
2011 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$-1,416
Total of all expenses incurred2011-12-31$300,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$300,890
Value of total assets at end of year2011-12-31$1,028,439
Value of total assets at beginning of year2011-12-31$1,330,745
Total interest from all sources2011-12-31$8,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$792,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,084,865
Value of interest in pooled separate accounts at end of year2011-12-31$22,681
Value of interest in pooled separate accounts at beginning of year2011-12-31$40,353
Interest earned on other investments2011-12-31$8,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$213,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$205,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,536
Net investment gain/loss from pooled separate accounts2011-12-31$4,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$300,890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOWMAN AND COMPANY LLP
Accountancy firm EIN2011-12-31210658561
2010 : CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$203,727
Total income from all sources (including contributions)2010-12-31$132,226
Total of all expenses incurred2010-12-31$28,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$28,824
Value of total assets at end of year2010-12-31$1,330,745
Value of total assets at beginning of year2010-12-31$1,023,616
Total interest from all sources2010-12-31$7,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,084,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$987,846
Value of interest in pooled separate accounts at end of year2010-12-31$40,353
Value of interest in pooled separate accounts at beginning of year2010-12-31$35,770
Interest earned on other investments2010-12-31$7,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$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 accounts2010-12-31$4,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$28,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOWMAN AND COMPANY LLP
Accountancy firm EIN2010-12-31210658561

Form 5500 Responses for CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN

2022: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTER FOR AQUATIC SCIENCES 403(B) DC PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337296
Policy instance 1
Insurance contract or identification number337296
Number of Individuals Covered51
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337296
Policy instance 1
Insurance contract or identification number337296
Number of Individuals Covered54
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337296
Policy instance 1
Insurance contract or identification number337296
Number of Individuals Covered58
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337296
Policy instance 1
Insurance contract or identification number337296
Number of Individuals Covered60
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337296
Policy instance 1
Insurance contract or identification number337296
Number of Individuals Covered60
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337296
Policy instance 1
Insurance contract or identification number337296
Number of Individuals Covered61
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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