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403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC
Plan identification number 001

403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CLINCH VALLEY COMMUNITY ACTION AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name:CLINCH VALLEY COMMUNITY ACTION AGENCY INC
Employer identification number (EIN):540790271
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01JAMMIE LESTER2023-01-24
0012021-07-01JAMMIE LESTER2023-01-24
0012020-07-01JAMMIE LESTER2022-01-28
0012019-07-01JAMMIE LESTER2021-01-21
0012019-07-01JAMMIE LESTER2021-01-21
0012018-07-01JAMMIE LESTER2019-11-26
0012017-07-01JAMMIE LESTER2018-11-20
0012016-07-01JAMMIE LESTER2017-08-25 JAMMIE LESTER2017-08-25
0012015-07-01JAMMIE LESTER2017-02-22 JAMMIE LESTER2017-02-22
0012014-07-01JAMMIE LESTER JAMMIE LESTER2016-04-08
0012013-07-01DOROTHY B. STEVENS
0012012-07-01DOROTHY STEVENS
0012011-07-01DOUG SHEETS
0012009-07-01CHRIS THOMPSON
0012009-07-01CHRIS THOMPSON
0012009-07-01CHRIS THOMPSON
0012009-07-01CHRIS THOMPSON

Plan Statistics for 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC

Measure Date Value
2014: 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2014 401k membership
Total participants, beginning-of-year2014-07-0159
Total number of active participants reported on line 7a of the Form 55002014-07-0146
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0116
Total of all active and inactive participants2014-07-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0162
Number of participants with account balances2014-07-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2013 401k membership
Total participants, beginning-of-year2013-07-0160
Total number of active participants reported on line 7a of the Form 55002013-07-0142
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0117
Total of all active and inactive participants2013-07-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0159
Number of participants with account balances2013-07-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2012 401k membership
Total participants, beginning-of-year2012-07-0166
Total number of active participants reported on line 7a of the Form 55002012-07-0143
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0117
Total of all active and inactive participants2012-07-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0160
Number of participants with account balances2012-07-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
2011: 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2011 401k membership
Total participants, beginning-of-year2011-07-0149
Total number of active participants reported on line 7a of the Form 55002011-07-0144
Number of other retired or separated participants entitled to future benefits2011-07-0121
Total of all active and inactive participants2011-07-0165
Total participants2011-07-0165
Number of participants with account balances2011-07-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2009: 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2009 401k membership
Total participants, beginning-of-year2009-07-01126
Total number of active participants reported on line 7a of the Form 55002009-07-0196
Number of other retired or separated participants entitled to future benefits2009-07-017
Total of all active and inactive participants2009-07-01103
Total participants2009-07-01103
Number of participants with account balances2009-07-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC

Measure Date Value
2015 : 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$123,212
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$239,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$239,996
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$94,380
Value of total assets at end of year2015-06-30$1,027,040
Value of total assets at beginning of year2015-06-30$1,143,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$2,834
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$54,132
Participant contributions at end of year2015-06-30$1,916
Participant contributions at beginning of year2015-06-30$1,813
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-116,784
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,027,040
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,143,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$768,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$701,686
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$2,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$255,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$438,951
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$25,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$40,248
Employer contributions (assets) at end of year2015-06-30$1,427
Employer contributions (assets) at beginning of year2015-06-30$1,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$239,996
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HICOK, FERN & COMPANY CPAS
Accountancy firm EIN2015-06-30061662488
2014 : 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2014 401k financial data
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$192,324
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$75,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$58,776
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$86,868
Value of total assets at end of year2014-06-30$1,143,824
Value of total assets at beginning of year2014-06-30$1,027,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$17,019
Total interest from all sources2014-06-30$4,312
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$50,003
Participant contributions at end of year2014-06-30$1,813
Participant contributions at beginning of year2014-06-30$1,958
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$17,019
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$116,529
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,143,824
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,027,295
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$701,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$602,162
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$4,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$438,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$421,713
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$101,144
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$36,865
Employer contributions (assets) at end of year2014-06-30$1,374
Employer contributions (assets) at beginning of year2014-06-30$1,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$58,776
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 name2014-06-30HICK FERN AND COMPANY CPAS
Accountancy firm EIN2014-06-30061662488
2013 : 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, 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$163,009
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$59,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$58,830
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$93,555
Value of total assets at end of year2013-06-30$1,027,295
Value of total assets at beginning of year2013-06-30$923,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$319
Total interest from all sources2013-06-30$5,938
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$1,000,000
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$52,861
Participant contributions at end of year2013-06-30$1,958
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$109
Administrative expenses (other) incurred2013-06-30$319
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$103,860
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,027,295
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$923,435
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$602,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$493,696
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$5,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$421,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$429,739
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$63,407
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$40,694
Employer contributions (assets) at end of year2013-06-30$1,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$58,830
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 name2013-06-30HICOK, FERN, BROWN & GARCIA CPA'S
Accountancy firm EIN2013-06-30061662488
2012 : 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2012 401k financial data
Total income from all sources2012-06-30$124,089
Expenses. Total of all expenses incurred2012-06-30$232,365
Benefits paid (including direct rollovers)2012-06-30$231,821
Total plan assets at end of year2012-06-30$923,435
Total plan assets at beginning of year2012-06-30$1,031,711
Value of fidelity bond covering the plan2012-06-30$1,000,000
Total contributions received or receivable from participants2012-06-30$58,587
Other income received2012-06-30$11,466
Net income (gross income less expenses)2012-06-30$-108,276
Net plan assets at end of year (total assets less liabilities)2012-06-30$923,435
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,031,711
Total contributions received or receivable from employer(s)2012-06-30$54,036
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$544
2011 : 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$16,658
Total unrealized appreciation/depreciation of assets2011-06-30$16,658
Total income from all sources (including contributions)2011-06-30$235,995
Total loss/gain on sale of assets2011-06-30$120,798
Total of all expenses incurred2011-06-30$100,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$100,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$98,539
Value of total assets at end of year2011-06-30$1,031,711
Value of total assets at beginning of year2011-06-30$896,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$150
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
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$0
Amount contributed by the employer to the plan for this plan year2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$55,052
Assets. Other investments not covered elsewhere at end of year2011-06-30$526,250
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$388,529
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$686
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$135,144
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,031,711
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$896,567
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 funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$505,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$508,038
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$43,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$100,015
Contract administrator fees2011-06-30$150
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
Aggregate proceeds on sale of assets2011-06-30$120,798
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 name2011-06-30HICOK, FERN, BROWN & GARCIA
Accountancy firm EIN2011-06-30061662488
2010 : 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$0
Amount contributed by the employer to the plan for this plan year2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC

2014: 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, 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)No
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 CLINCH VALLEY COMMUNITY ACTION, 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 CLINCH VALLEY COMMUNITY ACTION, 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 CLINCH VALLEY COMMUNITY ACTION, INC 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: 403(B) THRIFT PLAN OF CLINCH VALLEY COMMUNITY ACTION, INC 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01First time form 5500 has been submittedYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057949J
Policy instance 1
Insurance contract or identification number057949J
Number of Individuals Covered62
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $94
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 fees94
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 number057949J
Policy instance 1
Insurance contract or identification number057949J
Number of Individuals Covered59
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 $125
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 fees125
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 number057949-J
Policy instance 1
Insurance contract or identification number057949-J
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of fees paid to insurance companyUSD $556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057949-J
Policy instance 1
Insurance contract or identification number057949-J
Number of Individuals Covered49
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 2
Insurance contract or identification number441463
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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