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CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameCENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN
Plan identification number 001

CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTER FOR SOCIAL CHANGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR SOCIAL CHANGE, INC.
Employer identification number (EIN):521842864
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about CENTER FOR SOCIAL CHANGE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2010-05-21
Company Identification Number: N10000005066
Legal Registered Office Address: 2103 CORAL WAY

MIAMI

33145

More information about CENTER FOR SOCIAL CHANGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) 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
0012018-01-01
0012017-01-01NATALIYA TODOROVA NATALIYA TODOROVA2018-10-01
0012016-01-01NATALIYA TODOROVA
0012015-01-01NATALIYA TODOROVA
0012014-01-01NATALIYA TODOROVA
0012013-01-01NATALIYA TODOROVA
0012012-01-01NATALIYA TODOROVA
0012011-01-01NATALIYA TODOROVA
0012009-01-01CHRISTOPHER LAW

Plan Statistics for CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2022: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01332
Total number of active participants reported on line 7a of the Form 55002022-01-01267
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01335
Number of participants with account balances2022-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01316
Total number of active participants reported on line 7a of the Form 55002021-01-01264
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01329
Number of participants with account balances2021-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01302
Total number of active participants reported on line 7a of the Form 55002020-01-01248
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01307
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01284
Total number of active participants reported on line 7a of the Form 55002019-01-01251
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01298
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01262
Total number of active participants reported on line 7a of the Form 55002018-01-01241
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01278
Number of participants with account balances2018-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01261
Total number of active participants reported on line 7a of the Form 55002017-01-01224
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01251
Number of participants with account balances2017-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01256
Total number of active participants reported on line 7a of the Form 55002016-01-01232
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01257
Number of participants with account balances2016-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01259
Total number of active participants reported on line 7a of the Form 55002015-01-01221
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01247
Number of participants with account balances2015-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01230
Total number of active participants reported on line 7a of the Form 55002014-01-01228
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01248
Number of participants with account balances2014-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01220
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01178
Number of participants with account balances2013-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01173
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01191
Number of participants with account balances2012-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01204
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01163
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01137
Number of participants with account balances2009-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2022 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$341,474
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$392,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$374,545
Expenses. Certain deemed distributions of participant loans2022-12-31$196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$838,404
Value of total assets at end of year2022-12-31$2,859,075
Value of total assets at beginning of year2022-12-31$2,909,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,634
Total interest from all sources2022-12-31$10,315
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$226,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$226,712
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$291,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$538,565
Participant contributions at end of year2022-12-31$216,118
Participant contributions at beginning of year2022-12-31$156,980
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,633
Other income not declared elsewhere2022-12-31$46
Administrative expenses (other) incurred2022-12-31$17,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-50,901
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,859,075
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,909,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,593,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,715,865
Interest on participant loans2022-12-31$10,315
Value of interest in common/collective trusts at end of year2022-12-31$49,515
Value of interest in common/collective trusts at beginning of year2022-12-31$37,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-728,700
Net investment gain or loss from common/collective trusts2022-12-31$-5,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$275,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$374,545
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$917,895
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$191,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$174,578
Expenses. Certain deemed distributions of participant loans2021-12-31$686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$617,393
Value of total assets at end of year2021-12-31$2,909,976
Value of total assets at beginning of year2021-12-31$2,183,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,482
Total interest from all sources2021-12-31$6,886
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$207,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$207,562
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$219,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$417,319
Participant contributions at end of year2021-12-31$156,980
Participant contributions at beginning of year2021-12-31$112,329
Administrative expenses (other) incurred2021-12-31$16,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$726,149
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,909,976
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,183,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,715,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,033,182
Interest on participant loans2021-12-31$6,886
Value of interest in common/collective trusts at end of year2021-12-31$37,131
Value of interest in common/collective trusts at beginning of year2021-12-31$38,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$80,904
Net investment gain or loss from common/collective trusts2021-12-31$5,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$200,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$174,578
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$736,940
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$279,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$264,615
Expenses. Certain deemed distributions of participant loans2020-12-31$755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$448,351
Value of total assets at end of year2020-12-31$2,183,827
Value of total assets at beginning of year2020-12-31$1,726,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,297
Total interest from all sources2020-12-31$6,810
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$102,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$102,472
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$173,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$307,892
Participant contributions at end of year2020-12-31$112,329
Participant contributions at beginning of year2020-12-31$110,083
Other income not declared elsewhere2020-12-31$33
Administrative expenses (other) incurred2020-12-31$14,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$457,273
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,183,827
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,726,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,033,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,592,992
Interest on participant loans2020-12-31$6,810
Value of interest in common/collective trusts at end of year2020-12-31$38,316
Value of interest in common/collective trusts at beginning of year2020-12-31$23,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$175,535
Net investment gain or loss from common/collective trusts2020-12-31$3,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$140,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$264,615
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$595,024
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$80,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$70,662
Expenses. Certain deemed distributions of participant loans2019-12-31$1,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$353,667
Value of total assets at end of year2019-12-31$1,726,554
Value of total assets at beginning of year2019-12-31$1,212,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,922
Total interest from all sources2019-12-31$6,605
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$73,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$73,923
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$122,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$242,213
Participant contributions at end of year2019-12-31$110,083
Participant contributions at beginning of year2019-12-31$106,876
Other income not declared elsewhere2019-12-31$11
Administrative expenses (other) incurred2019-12-31$8,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$514,379
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,726,554
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,212,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,592,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,088,659
Interest on participant loans2019-12-31$6,605
Value of interest in common/collective trusts at end of year2019-12-31$23,479
Value of interest in common/collective trusts at beginning of year2019-12-31$16,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$157,199
Net investment gain or loss from common/collective trusts2019-12-31$3,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$111,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$70,662
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HERTZBACH & COMPANY, PA
Accountancy firm EIN2019-12-31521158459
2018 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$227,075
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$101,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$92,478
Expenses. Certain deemed distributions of participant loans2018-12-31$155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$293,021
Value of total assets at end of year2018-12-31$1,212,175
Value of total assets at beginning of year2018-12-31$1,086,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,669
Total interest from all sources2018-12-31$7,562
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$74,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$74,857
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$109,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$199,403
Participant contributions at end of year2018-12-31$106,876
Participant contributions at beginning of year2018-12-31$111,563
Administrative expenses (other) incurred2018-12-31$8,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$125,773
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,212,175
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,086,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,088,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$955,646
Interest on participant loans2018-12-31$7,562
Value of interest in common/collective trusts at end of year2018-12-31$16,640
Value of interest in common/collective trusts at beginning of year2018-12-31$19,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-146,236
Net investment gain or loss from common/collective trusts2018-12-31$-2,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$93,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$92,478
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HERTZBACH & COMPANY, PA
Accountancy firm EIN2018-12-31521158459
2017 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$344,736
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$26,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,269
Expenses. Certain deemed distributions of participant loans2017-12-31$1,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$226,489
Value of total assets at end of year2017-12-31$1,086,402
Value of total assets at beginning of year2017-12-31$767,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,812
Total interest from all sources2017-12-31$4,575
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$34,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$34,471
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$77,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$150,569
Participant contributions at end of year2017-12-31$111,563
Participant contributions at beginning of year2017-12-31$77,703
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,061
Administrative expenses (other) incurred2017-12-31$7,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$318,689
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,086,402
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$767,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$955,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$675,820
Interest on participant loans2017-12-31$4,575
Value of interest in common/collective trusts at end of year2017-12-31$19,193
Value of interest in common/collective trusts at beginning of year2017-12-31$14,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$76,571
Net investment gain or loss from common/collective trusts2017-12-31$2,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$73,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,269
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HERTZBACH & COMPANY, PA
Accountancy firm EIN2017-12-31521158459
2016 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$205,426
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$66,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$59,569
Expenses. Certain deemed distributions of participant loans2016-12-31$49
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$162,003
Value of total assets at end of year2016-12-31$767,713
Value of total assets at beginning of year2016-12-31$628,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,024
Total interest from all sources2016-12-31$4,021
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$20,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$20,369
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$63,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$106,736
Participant contributions at end of year2016-12-31$77,703
Participant contributions at beginning of year2016-12-31$85,768
Administrative expenses (other) incurred2016-12-31$7,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$138,784
Value of net assets at end of year (total assets less liabilities)2016-12-31$767,713
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$628,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$675,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$530,293
Interest on participant loans2016-12-31$4,021
Value of interest in common/collective trusts at end of year2016-12-31$14,190
Value of interest in common/collective trusts at beginning of year2016-12-31$12,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,203
Net investment gain or loss from common/collective trusts2016-12-31$1,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$55,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$59,569
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HERTZBACH & COMPANY, PA
Accountancy firm EIN2016-12-31521158459
2015 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$138,818
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$26,114
Expenses. Certain deemed distributions of participant loans2015-12-31$141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$141,110
Value of total assets at end of year2015-12-31$628,929
Value of total assets at beginning of year2015-12-31$522,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,558
Total interest from all sources2015-12-31$3,232
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$23,539
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$53,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$92,324
Participant contributions at end of year2015-12-31$85,768
Participant contributions at beginning of year2015-12-31$58,140
Administrative expenses (other) incurred2015-12-31$6,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$106,005
Value of net assets at end of year (total assets less liabilities)2015-12-31$628,929
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$522,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$530,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$451,788
Interest on participant loans2015-12-31$3,232
Value of interest in common/collective trusts at end of year2015-12-31$12,868
Value of interest in common/collective trusts at beginning of year2015-12-31$12,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-28,712
Net investment gain or loss from common/collective trusts2015-12-31$-351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$48,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,114
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HERTZBACH & COMPANY, PA
Accountancy firm EIN2015-12-31521158459
2014 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$140,762
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$47,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,464
Expenses. Certain deemed distributions of participant loans2014-12-31$6,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$117,327
Value of total assets at end of year2014-12-31$522,924
Value of total assets at beginning of year2014-12-31$429,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,621
Total interest from all sources2014-12-31$2,506
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$16,150
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$67,557
Participant contributions at end of year2014-12-31$58,140
Participant contributions at beginning of year2014-12-31$44,120
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,839
Administrative expenses (other) incurred2014-12-31$5,621
Total non interest bearing cash at beginning of year2014-12-31$385,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$93,722
Value of net assets at end of year (total assets less liabilities)2014-12-31$522,924
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$429,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$451,788
Interest on participant loans2014-12-31$2,506
Value of interest in common/collective trusts at end of year2014-12-31$12,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,950
Net investment gain or loss from common/collective trusts2014-12-31$829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$44,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HERTZBACH & COMPANY, PA
Accountancy firm EIN2014-12-31521158459
2013 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$146,198
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$412,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$412,274
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$103,211
Value of total assets at end of year2013-12-31$429,202
Value of total assets at beginning of year2013-12-31$695,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$597
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$1,478
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$56,753
Participant contributions at end of year2013-12-31$44,120
Participant contributions at beginning of year2013-12-31$12,938
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$385,082
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$-266,673
Value of net assets at end of year (total assets less liabilities)2013-12-31$429,202
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$695,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$682,568
Interest on participant loans2013-12-31$1,347
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$131
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$369
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$23
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$41,509
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$46,458
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$412,251
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HERTZBACH&COMPANY P.A.
Accountancy firm EIN2013-12-31521158459
2012 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$166,452
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$177,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$174,859
Expenses. Certain deemed distributions of participant loans2012-12-31$1,734
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$98,049
Value of total assets at end of year2012-12-31$695,875
Value of total assets at beginning of year2012-12-31$706,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$443
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$769
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$55,488
Participant contributions at end of year2012-12-31$12,938
Participant contributions at beginning of year2012-12-31$9,331
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$21,479
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,513
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$34
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$-10,584
Value of net assets at end of year (total assets less liabilities)2012-12-31$695,875
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$706,459
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$682,568
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$601
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$168
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$664,234
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$67,634
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$39,048
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$11,381
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$174,859
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$443
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31HERTZBACH&COMPANY P.A.
Accountancy firm EIN2012-12-31521158459
2011 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total income from all sources (including contributions)2011-12-31$76,800
Total of all expenses incurred2011-12-31$68,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$62,256
Expenses. Certain deemed distributions of participant loans2011-12-31$2,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$105,661
Value of total assets at end of year2011-12-31$706,459
Value of total assets at beginning of year2011-12-31$698,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,370
Total interest from all sources2011-12-31$3,180
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$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$61,257
Participant contributions at end of year2011-12-31$9,331
Participant contributions at beginning of year2011-12-31$17,801
Participant contributions at end of year2011-12-31$21,479
Participant contributions at beginning of year2011-12-31$1,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$34
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$49
Administrative expenses (other) incurred2011-12-31$3,370
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$8,236
Value of net assets at end of year (total assets less liabilities)2011-12-31$706,459
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$698,223
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 pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$612,593
Interest on participant loans2011-12-31$775
Interest earned on other investments2011-12-31$2,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$664,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$64,578
Net investment gain/loss from pooled separate accounts2011-12-31$-32,041
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
Contributions received in cash from employer2011-12-31$44,404
Employer contributions (assets) at end of year2011-12-31$11,381
Employer contributions (assets) at beginning of year2011-12-31$1,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$62,256
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 name2011-12-31HERTZBACH & COMPANY P.A.
Accountancy firm EIN2011-12-31521158459
2010 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$162,437
Total of all expenses incurred2010-12-31$48,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$46,115
Expenses. Certain deemed distributions of participant loans2010-12-31$918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$81,773
Value of total assets at end of year2010-12-31$698,223
Value of total assets at beginning of year2010-12-31$584,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,830
Total interest from all sources2010-12-31$2,540
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$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$45,036
Participant contributions at end of year2010-12-31$17,801
Participant contributions at beginning of year2010-12-31$22,237
Participant contributions at end of year2010-12-31$1,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$49
Administrative expenses (other) incurred2010-12-31$1,830
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$113,574
Value of net assets at end of year (total assets less liabilities)2010-12-31$698,223
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$584,649
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 pooled separate accounts at end of year2010-12-31$612,593
Value of interest in pooled separate accounts at beginning of year2010-12-31$512,571
Interest on participant loans2010-12-31$908
Interest earned on other investments2010-12-31$1,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$64,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$49,841
Net investment gain/loss from pooled separate accounts2010-12-31$78,124
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
Contributions received in cash from employer2010-12-31$36,737
Employer contributions (assets) at end of year2010-12-31$1,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$46,115
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 name2010-12-31GRANDIZIO WILKINS LITTLE MATTEWS LP
Accountancy firm EIN2010-12-31522334868
2009 : CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN

2022: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) 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
2009: CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333446-01
Policy instance 1
Insurance contract or identification number333446-01
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,026
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,013
Insurance broker organization code?3
Insurance broker nameFOUNDERS FINANCIAL SECURITIES LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333446-01
Policy instance 2
Insurance contract or identification number333446-01
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333446-01
Policy instance 1
Insurance contract or identification number333446-01
Number of Individuals Covered46
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,217
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,109
Insurance broker organization code?3
Insurance broker nameFOUNDERS FINANCIAL SECURITIES LLC
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract numberWK45417
Policy instance 1
Insurance contract or identification numberWK45417
Number of Individuals Covered49
Insurance policy start date2011-01-01
Insurance policy end date2011-10-19
Total amount of commissions paid to insurance brokerUSD $4,080
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333446-01
Policy instance 2
Insurance contract or identification number333446-01
Number of Individuals Covered49
Insurance policy start date2011-10-19
Insurance policy end date2011-12-31
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
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract numberWK45417
Policy instance 1
Insurance contract or identification numberWK45417
Number of Individuals Covered54
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,391
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
Commission paid to Insurance BrokerUSD $3,391
Insurance broker organization code?3
Insurance broker nameAXA NETWORK LLC.

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