EASTERN SHORE AREA AGENCY ON AGING/COMMUNITY ACTION AGENCY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY
401k plan membership statisitcs for 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY
| Measure | Date | Value |
|---|
| 2014: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 12 |
| Total participants | 2014-01-01 | 12 |
| Number of participants with account balances | 2014-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 11 |
| Number of participants with account balances | 2013-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 13 |
| Total participants | 2012-01-01 | 13 |
| Number of participants with account balances | 2012-01-01 | 13 |
| 2011: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 13 |
| 2010: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 12 |
| Number of participants with account balances | 2010-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 11 |
| Total participants | 2009-01-01 | 11 |
| Number of participants with account balances | 2009-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $20,905 |
| Total income from all sources | 2014-12-31 | $59,563 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $20,740 |
| Total plan assets at end of year | 2014-12-31 | $509,390 |
| Total plan assets at beginning of year | 2014-12-31 | $449,662 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $20,951 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $10,370 |
| Other income received | 2014-12-31 | $19,231 |
| Net income (gross income less expenses) | 2014-12-31 | $38,823 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $509,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $449,662 |
| Assets. Value of participant loans | 2014-12-31 | $49,978 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $19,381 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $10,205 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $165 |
| 2013 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $53,354 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $449,622 |
| Total plan assets at beginning of year | 2013-12-31 | $396,268 |
| Total contributions received or receivable from participants | 2013-12-31 | $19,360 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $16,917 |
| Other income received | 2013-12-31 | $0 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $53,354 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $449,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $396,268 |
| Assets. Value of participant loans | 2013-12-31 | $7,018 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,077 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $35,378 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $293 |
| Total plan assets at end of year | 2012-12-31 | $396,268 |
| Total plan assets at beginning of year | 2012-12-31 | $348,094 |
| Total contributions received or receivable from participants | 2012-12-31 | $19,084 |
| Net income (gross income less expenses) | 2012-12-31 | $35,085 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $396,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $348,094 |
| Assets. Value of participant loans | 2012-12-31 | $26,357 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $16,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $293 |
| 2011 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $36,843 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $37,945 |
| Total plan assets at end of year | 2011-12-31 | $348,094 |
| Total plan assets at beginning of year | 2011-12-31 | $337,669 |
| Total contributions received or receivable from participants | 2011-12-31 | $19,227 |
| Other income received | 2011-12-31 | $1,193 |
| Net income (gross income less expenses) | 2011-12-31 | $-1,102 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $348,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $337,669 |
| Assets. Value of participant loans | 2011-12-31 | $35,670 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,423 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $35,670 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,275 |
| 2010 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $37,330 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $35,065 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $337,669 |
| Total plan assets at beginning of year | 2010-12-31 | $272,409 |
| Total contributions received or receivable from participants | 2010-12-31 | $21,819 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $0 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $2,265 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $337,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $272,409 |
| Assets. Value of participant loans | 2010-12-31 | $34,886 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $15,511 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $34,886 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $179 |
| 2014: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 350455 |
| Policy instance | 1 |
| Insurance contract or identification number | 350455 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 350455 |
| Policy instance | 1 |
| Insurance contract or identification number | 350455 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $124 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 008403 |
| Policy instance | 1 |
| Insurance contract or identification number | 008403 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $60,296 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 60296 | | Additional information about fees paid to insurance broker | SERVICE TO INSURER OR PLAN | | Insurance broker name | PRUCO SECURITIES |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 350455 |
| Policy instance | 1 |
| Insurance contract or identification number | 350455 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $1,628 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 350455 |
| Policy instance | 1 |
| Insurance contract or identification number | 350455 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,573 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1573 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker name | PRUCO |
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