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403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC.
Plan identification number 003

403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC has sponsored the creation of one or more 401k plans.

Company Name:CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC
Employer identification number (EIN):540674774
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KRISTINA GILL
0032016-01-01KRISTINA GILL
0032015-01-01KRISTINA GILL
0032014-07-01KRISTINA GILL
0032013-07-01KRISTINA GILL
0032012-07-01EDWARD J. WELP
0032011-07-01EDWARD J. WELP
0032009-07-01EDWARD WELP

Plan Statistics for 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01188
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01204
Number of participants with account balances2022-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01176
Total number of active participants reported on line 7a of the Form 55002021-01-01123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01188
Number of participants with account balances2021-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01176
Number of participants with account balances2020-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01161
Number of participants with account balances2019-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01168
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01184
Number of participants with account balances2018-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01142
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01168
Number of participants with account balances2017-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01142
Number of participants with account balances2016-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01147
Total number of active participants reported on line 7a of the Form 55002015-01-01136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01170
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01144
Total number of active participants reported on line 7a of the Form 55002014-07-01120
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0142
Total of all active and inactive participants2014-07-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01162
Number of participants with account balances2014-07-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01131
Total number of active participants reported on line 7a of the Form 55002013-07-01119
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0140
Total of all active and inactive participants2013-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01159
Number of participants with account balances2013-07-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01119
Total number of active participants reported on line 7a of the Form 55002012-07-01104
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0127
Total of all active and inactive participants2012-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01131
Number of participants with account balances2012-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01129
Total number of active participants reported on line 7a of the Form 55002011-07-01102
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0117
Total of all active and inactive participants2011-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01119
Number of participants with account balances2011-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-017
2009: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01105
Total number of active participants reported on line 7a of the Form 55002009-07-01106
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0116
Total of all active and inactive participants2009-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01122
Number of participants with account balances2009-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-256,411
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$421,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$419,834
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$316,525
Value of total assets at end of year2022-12-31$3,642,453
Value of total assets at beginning of year2022-12-31$4,320,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,773
Total interest from all sources2022-12-31$2,492
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$187,379
Participant contributions at end of year2022-12-31$44,076
Participant contributions at beginning of year2022-12-31$64,932
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$874
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-678,018
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,642,453
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,320,471
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$2,673,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,251,230
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$2,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$924,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,004,309
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-575,428
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$128,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$419,834
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 name2022-12-31WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN2022-12-31541517420
2021 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$865,511
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$244,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$242,641
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$372,086
Value of total assets at end of year2021-12-31$4,320,472
Value of total assets at beginning of year2021-12-31$3,699,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,861
Total interest from all sources2021-12-31$10,481
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$228,137
Participant contributions at end of year2021-12-31$64,932
Participant contributions at beginning of year2021-12-31$111,445
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$26,384
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,861
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$621,009
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,320,472
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,699,463
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$3,251,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,679,727
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$10,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,004,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$908,291
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$482,944
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$117,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$242,641
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 name2021-12-31WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN2021-12-31541517420
2020 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$755,416
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$117,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$115,839
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$349,162
Value of total assets at end of year2020-12-31$3,699,463
Value of total assets at beginning of year2020-12-31$3,061,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,710
Total interest from all sources2020-12-31$9,624
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$182,079
Participant contributions at end of year2020-12-31$111,445
Participant contributions at beginning of year2020-12-31$93,754
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$52,187
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,710
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$637,867
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,699,463
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,061,596
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$2,679,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,189,395
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$9,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$908,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$778,447
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$396,630
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$114,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$115,839
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WALL, EINHORN & CHERNITZER
Accountancy firm EIN2020-12-31541517420
2019 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$672,645
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$272,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$270,909
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$256,774
Value of total assets at end of year2019-12-31$3,061,596
Value of total assets at beginning of year2019-12-31$2,661,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,605
Total interest from all sources2019-12-31$15,982
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$165,643
Participant contributions at end of year2019-12-31$93,754
Participant contributions at beginning of year2019-12-31$91,154
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,605
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$400,131
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,061,596
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,661,465
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$2,189,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,747,829
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$15,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$778,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$822,482
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$399,889
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$91,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$270,909
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 name2019-12-31WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN2019-12-31541517420
2018 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$144,598
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$180,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$179,332
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$265,791
Value of total assets at end of year2018-12-31$2,661,465
Value of total assets at beginning of year2018-12-31$2,697,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,590
Total interest from all sources2018-12-31$9,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$166,239
Participant contributions at end of year2018-12-31$94,954
Participant contributions at beginning of year2018-12-31$108,582
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-36,324
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,661,465
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,697,789
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$1,747,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,797,762
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$9,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$818,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$791,445
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-130,249
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$99,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$179,332
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 name2018-12-31WALL, EINHORN, & CHERNITZER, P.C.
Accountancy firm EIN2018-12-31541517420
2017 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$519,248
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$264,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$262,552
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$267,886
Value of total assets at end of year2017-12-31$2,697,789
Value of total assets at beginning of year2017-12-31$2,442,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,490
Total interest from all sources2017-12-31$8,841
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$147,356
Participant contributions at end of year2017-12-31$104,782
Participant contributions at beginning of year2017-12-31$115,103
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,598
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,490
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$255,206
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,697,789
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,442,583
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$1,797,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,498,183
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$8,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$795,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$829,297
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$242,521
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$98,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$262,552
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 name2017-12-31WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN2017-12-31541517420
2016 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$324,510
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$405,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$403,515
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$202,604
Value of total assets at end of year2016-12-31$2,442,583
Value of total assets at beginning of year2016-12-31$2,523,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,565
Total interest from all sources2016-12-31$9,772
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$119,689
Participant contributions at end of year2016-12-31$115,103
Participant contributions at beginning of year2016-12-31$121,922
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-80,570
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,442,583
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,523,153
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$1,498,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,511,365
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$9,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$829,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$889,866
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$112,134
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$82,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$403,515
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 name2016-12-31WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN2016-12-31541517420
2015 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$275,154
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$231,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$230,711
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$287,303
Value of total assets at end of year2015-12-31$2,523,153
Value of total assets at beginning of year2015-12-31$2,479,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$426
Total interest from all sources2015-12-31$10,067
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$252,315
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$141,886
Participant contributions at end of year2015-12-31$121,922
Participant contributions at beginning of year2015-12-31$113,219
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$426
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$44,017
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,523,153
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,479,136
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$1,511,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,507,241
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$10,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$889,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$858,676
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-22,216
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$145,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$230,711
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 name2015-12-31WALL, EINHORN & CHERNITZER, PC
Accountancy firm EIN2015-12-31541517420
2014 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$181,388
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$276,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$276,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$150,997
Value of total assets at end of year2014-12-31$2,479,136
Value of total assets at beginning of year2014-12-31$2,574,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$4,812
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$79,260
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-95,480
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,479,136
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,574,616
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$1,507,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,661,515
Interest earned on other investments2014-12-31$4,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$971,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$913,101
Net investment gain/loss from pooled separate accounts2014-12-31$25,579
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$71,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$276,868
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
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$561,722
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$310,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$298,722
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$295,640
Value of total assets at end of year2014-06-30$2,574,616
Value of total assets at beginning of year2014-06-30$2,323,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$11,613
Total interest from all sources2014-06-30$8,819
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$147,356
Participant contributions at end of year2014-06-30$79,902
Participant contributions at beginning of year2014-06-30$88,187
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$3,148
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$11,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$251,387
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,574,616
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,323,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,661,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,510,139
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$8,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$833,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$724,903
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$257,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$145,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$298,722
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN2014-06-30541517420
2013 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$432,362
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$95,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$93,225
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$256,571
Value of total assets at end of year2013-06-30$2,323,229
Value of total assets at beginning of year2013-06-30$1,985,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,866
Total interest from all sources2013-06-30$11,444
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$127,834
Participant contributions at end of year2013-06-30$88,187
Participant contributions at beginning of year2013-06-30$82,423
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$21,764
Other income not declared elsewhere2013-06-30$845
Administrative expenses (other) incurred2013-06-30$1,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$337,271
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,323,229
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,985,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,510,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,198,494
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$11,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$724,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$705,041
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$163,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$106,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$93,225
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WALL, EINHORN & CHERNITZER, PC
Accountancy firm EIN2013-06-30541517420
2012 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$271,071
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$139,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$99,669
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$232,255
Value of total assets at end of year2012-06-30$1,985,958
Value of total assets at beginning of year2012-06-30$1,854,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$39,750
Total interest from all sources2012-06-30$14,716
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$127,625
Participant contributions at end of year2012-06-30$82,423
Participant contributions at beginning of year2012-06-30$51,149
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$4,115
Other income not declared elsewhere2012-06-30$18,914
Administrative expenses (other) incurred2012-06-30$39,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$131,652
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,985,958
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,854,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,198,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,110,598
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$14,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$705,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$692,559
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$5,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$100,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$99,669
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WALL, EINHORN & CHERNITZER, PC
Accountancy firm EIN2012-06-30541517420
2011 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$521,442
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$242,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$218,701
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$247,889
Value of total assets at end of year2011-06-30$1,854,306
Value of total assets at beginning of year2011-06-30$1,575,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$24,103
Total interest from all sources2011-06-30$15,426
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$151,675
Participant contributions at end of year2011-06-30$51,149
Participant contributions at beginning of year2011-06-30$60,741
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Other income not declared elsewhere2011-06-30$12,605
Administrative expenses (other) incurred2011-06-30$24,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$278,638
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,854,306
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,575,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,110,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$931,393
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$15,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$692,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$583,534
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$245,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$96,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$218,701
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WALL, EINHORN & CHERNITZER, PC
Accountancy firm EIN2011-06-30541517420
2010 : 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC.

2022: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 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 – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 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 – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 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 – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 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 – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943
Policy instance 1
Insurance contract or identification number053943
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,257
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Amount paid for insurance broker fees1257
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943K
Policy instance 1
Insurance contract or identification number053943K
Number of Individuals Covered188
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $256
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees256
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943K
Policy instance 1
Insurance contract or identification number053943K
Number of Individuals Covered176
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $256
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees256
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943K
Policy instance 1
Insurance contract or identification number053943K
Number of Individuals Covered161
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943K
Policy instance 1
Insurance contract or identification number053943K
Number of Individuals Covered184
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $571
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees571
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943K
Policy instance 1
Insurance contract or identification number053943K
Number of Individuals Covered168
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $532
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees532
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameRICHMOND REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943K
Policy instance 1
Insurance contract or identification number053943K
Number of Individuals Covered170
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $361
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees361
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameRICHMOND REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943K
Policy instance 1
Insurance contract or identification number053943K
Number of Individuals Covered162
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $287
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees287
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP.
Insurance broker organization code?3
Insurance broker nameRICHMOND REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943K
Policy instance 1
Insurance contract or identification number053943K
Number of Individuals Covered159
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $305
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees305
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameRICHMOND REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943K
Policy instance 1
Insurance contract or identification number053943K
Number of Individuals Covered131
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $285
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees86
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSTEVEN MCGREGOR
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053493I
Policy instance 1
Insurance contract or identification number053493I
Number of Individuals Covered119
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $444
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 Administration1
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053943I
Policy instance 1
Insurance contract or identification number053943I
Number of Individuals Covered129
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $348
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 Administration1
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

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