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| Plan Name | 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CLEARPOINT FINANCIAL SOLUTIONS, INC. |
| Employer identification number (EIN): | 541125309 |
| NAIC Classification: | 522300 |
| NAIC Description: | Activities Related to Credit Intermediation |
Additional information about CLEARPOINT FINANCIAL SOLUTIONS, INC.
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1979-12-11 |
| Company Identification Number: | 0201358 |
| Legal Registered Office Address: |
1200 MUTUAL BLDG 909 E MAIN ST 909 E MAIN ST RICHMOND United States of America (USA) 23219-3095 |
More information about CLEARPOINT FINANCIAL SOLUTIONS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | LYLE LANSDELL | 2023-10-01 | ||
| 002 | 2021-01-01 | LYLE LANSDELL | 2022-10-13 | ||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | LYLE LANSDELL | 2020-10-15 | ||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | LYLE LANSDELL | 2018-09-12 | ||
| 002 | 2016-01-01 | LYLE LANSDELL | 2017-10-16 | ||
| 002 | 2015-01-01 | GENE FITZ | 2016-10-17 | ||
| 002 | 2014-01-01 | GENE FITZ | |||
| 002 | 2014-01-01 | GENE FITZ | |||
| 002 | 2013-01-01 | GENE FITZ | |||
| 002 | 2012-01-01 | GENE FITZ | |||
| 002 | 2011-01-01 | GENE FITZ | |||
| 002 | 2009-01-01 | GENE FITZ |
| Measure | Date | Value |
|---|---|---|
| 2025: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-28 | 8 |
| Total number of particpants at end of year | 2025-09-28 | 8 |
| Number of Participants With Account Balances | 2025-09-28 | 8 |
| 2024: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-02 | 8 |
| Total number of particpants at end of year | 2024-10-02 | 8 |
| Number of Participants With Account Balances | 2024-10-02 | 8 |
| 2014: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 337 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 24 |
| Total participants | 2014-01-01 | 24 |
| Number of participants with account balances | 2014-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 74 |
| 2013: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 387 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 157 |
| 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 | 183 |
| Total of all active and inactive participants | 2013-01-01 | 340 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
| Total participants | 2013-01-01 | 344 |
| Number of participants with account balances | 2013-01-01 | 343 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 37 |
| 2012: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 399 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 196 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 187 |
| Total of all active and inactive participants | 2012-01-01 | 383 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 387 |
| Number of participants with account balances | 2012-01-01 | 387 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 29 |
| 2011: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 350 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 198 |
| 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 | 194 |
| Total of all active and inactive participants | 2011-01-01 | 392 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 393 |
| Number of participants with account balances | 2011-01-01 | 393 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 38 |
| 2009: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 279 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 187 |
| 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 | 148 |
| Total of all active and inactive participants | 2009-01-01 | 335 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 337 |
| Number of participants with account balances | 2009-01-01 | 337 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 14 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-28 | 0 |
| Net assets as of the end of the plan year | 2025-09-28 | 7788 |
| Total assets as of the beginning of the plan year | 2025-09-28 | 7788 |
| Value of plan covered by a fidelity bond | 2025-09-28 | 500000 |
| Plan net income in this plan year | 2025-09-28 | 0 |
| Net assets as of the end of the plan year | 2025-09-28 | 7788 |
| Net assets as of the beginning of the plan year | 2025-09-28 | 7788 |
| 2024 : 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-02 | 3139 |
| Net assets as of the end of the plan year | 2024-10-02 | 7788 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 10927 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 500000 |
| Plan net income in this plan year | 2024-10-02 | -3139 |
| Net assets as of the end of the plan year | 2024-10-02 | 7788 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 10927 |
| 2014 : 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2014 401k financial data | ||
| Total transfer of assets from this plan | 2014-12-31 | $7,521,174 |
| Total income from all sources (including contributions) | 2014-12-31 | $-248,188 |
| Total of all expenses incurred | 2014-12-31 | $1,593,973 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,593,673 |
| Value of total assets at end of year | 2014-12-31 | $174,500 |
| Value of total assets at beginning of year | 2014-12-31 | $9,537,835 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $300 |
| Total interest from all sources | 2014-12-31 | $3,571 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Administrative expenses (other) incurred | 2014-12-31 | $300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-1,842,161 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $174,500 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,537,835 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,768 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $7,368,448 |
| Interest earned on other investments | 2014-12-31 | $3,571 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $171,732 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,966,747 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $-251,759 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Employer contributions (assets) at end of year | 2014-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $202,640 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,593,673 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | KEITER |
| Accountancy firm EIN | 2014-12-31 | 541631262 |
| 2013 : 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2013 401k financial data | ||
| Total income from all sources (including contributions) | 2013-12-31 | $2,379,727 |
| Total of all expenses incurred | 2013-12-31 | $1,449,098 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,447,498 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $931,253 |
| Value of total assets at end of year | 2013-12-31 | $9,537,835 |
| Value of total assets at beginning of year | 2013-12-31 | $8,607,206 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,600 |
| Total interest from all sources | 2013-12-31 | $23,809 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $422,213 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $83,873 |
| Administrative expenses (other) incurred | 2013-12-31 | $1,600 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $930,629 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,537,835 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,607,206 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $7,368,448 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $6,084,280 |
| Interest earned on other investments | 2013-12-31 | $23,809 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,966,747 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,233,723 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,424,665 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $425,167 |
| Employer contributions (assets) at end of year | 2013-12-31 | $202,640 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $289,203 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,447,498 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | KEITER |
| Accountancy firm EIN | 2013-12-31 | 541631262 |
| 2012 : 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,620 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,750,254 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $1,401,269 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,398,986 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,000,345 |
| Value of total assets at end of year | 2012-12-31 | $8,607,206 |
| Value of total assets at beginning of year | 2012-12-31 | $8,259,841 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,283 |
| Total interest from all sources | 2012-12-31 | $37,750 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $433,487 |
| Participant contributions at beginning of year | 2012-12-31 | $14,541 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $52,317 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,620 |
| Other income not declared elsewhere | 2012-12-31 | $1,855 |
| Administrative expenses (other) incurred | 2012-12-31 | $2,283 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $348,985 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,607,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,258,221 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $6,084,280 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $5,450,442 |
| Interest earned on other investments | 2012-12-31 | $37,750 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,233,723 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $2,336,316 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $710,304 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $514,541 |
| Employer contributions (assets) at end of year | 2012-12-31 | $289,203 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $458,542 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,398,986 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | KEITIER |
| Accountancy firm EIN | 2012-12-31 | 541631262 |
| 2011 : 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $1,242,816 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,620 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,051,967 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $787,601 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $786,053 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,253,873 |
| Value of total assets at end of year | 2011-12-31 | $8,259,841 |
| Value of total assets at beginning of year | 2011-12-31 | $6,751,039 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,548 |
| Total interest from all sources | 2011-12-31 | $42,267 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $430,864 |
| Participant contributions at beginning of year | 2011-12-31 | $227,752 |
| Participant contributions at end of year | 2011-12-31 | $14,541 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $173,177 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,620 |
| Other income not declared elsewhere | 2011-12-31 | $-227,752 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,548 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $264,366 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,258,221 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,751,039 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $5,450,442 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $4,438,005 |
| Interest earned on other investments | 2011-12-31 | $42,267 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $2,336,316 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,859,259 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-16,421 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $649,832 |
| Employer contributions (assets) at end of year | 2011-12-31 | $458,542 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $226,023 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $786,053 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | KEITER |
| Accountancy firm EIN | 2011-12-31 | 541631262 |
| 2010 : 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2010 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,505,263 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $377,658 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $376,833 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $882,819 |
| Value of total assets at end of year | 2010-12-31 | $6,751,039 |
| Value of total assets at beginning of year | 2010-12-31 | $5,623,434 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $825 |
| Total interest from all sources | 2010-12-31 | $11,143 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $306,685 |
| Participant contributions at end of year | 2010-12-31 | $227,752 |
| Participant contributions at beginning of year | 2010-12-31 | $189,524 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $179,942 |
| Other income not declared elsewhere | 2010-12-31 | $913 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,127,605 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,751,039 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,623,434 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $4,438,005 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $3,470,116 |
| Interest on participant loans | 2010-12-31 | $11,143 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,859,259 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,747,974 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $610,388 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $396,192 |
| Employer contributions (assets) at end of year | 2010-12-31 | $226,023 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $215,820 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $376,833 |
| Contract administrator fees | 2010-12-31 | $825 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | KEITER,STEPHENS,GARY,HURST & SHREAV |
| Accountancy firm EIN | 2010-12-31 | 541631262 |
| 2014: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2014 form 5500 responses | ||
|---|---|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 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 funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 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 funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |
| Policy contract number | 008068-H |
| Policy instance | 1 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |
| Policy contract number | 008068-H |
| Policy instance | 1 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |
| Policy contract number | 008068-H |
| Policy instance | 1 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |
| Policy contract number | 008068-H |
| Policy instance | 1 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |
| Policy contract number | 008068-H |
| Policy instance | 1 |