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NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 401k Plan overview

Plan NameNORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN
Plan identification number 001

NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION, INC.
Employer identification number (EIN):550486604
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01VICKI GEARY PATRICIA MCFARLAND2018-10-04
0012016-01-01VICKI GEARY PATRICIA MCFARLAND2017-10-09
0012015-01-01VICKI GEARY PATRICIA MCFARLAND2016-10-11
0012014-01-01VICKI GEARY PATRICIA MCFARLAND2015-10-14
0012013-01-01PATRICIA MCFARLAND PATRICIA MCFARLAND2014-10-15
0012012-01-01PATRICIA MCFARLAND
0012011-01-01PATRICIA MCFARLAND

Plan Statistics for NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN

401k plan membership statisitcs for NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN

Measure Date Value
2022: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01121
Total number of active participants reported on line 7a of the Form 55002022-01-01119
Total of all active and inactive participants2022-01-01119
Total participants2022-01-01119
Number of participants with account balances2022-01-01119
2021: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Total of all active and inactive participants2021-01-01120
Total participants2021-01-01120
Number of participants with account balances2021-01-01120
2020: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01121
Total number of active participants reported on line 7a of the Form 55002020-01-01117
Total of all active and inactive participants2020-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01118
Number of participants with account balances2020-01-01117
2019: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01120
Total number of active participants reported on line 7a of the Form 55002019-01-01121
Total of all active and inactive participants2019-01-01121
Total participants2019-01-01121
Number of participants with account balances2019-01-01121
2018: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01113
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Total of all active and inactive participants2018-01-01120
Total participants2018-01-01120
2017: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01110
Total number of active participants reported on line 7a of the Form 55002017-01-01113
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01114
2016: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0198
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Total of all active and inactive participants2016-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01110
2015: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01103
Total number of active participants reported on line 7a of the Form 55002015-01-0198
Total of all active and inactive participants2015-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0198
2014: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0198
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Total of all active and inactive participants2014-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01104
2013: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01108
Total number of active participants reported on line 7a of the Form 55002013-01-0195
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01108
Total participants2013-01-01108
2012: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01113
Total number of active participants reported on line 7a of the Form 55002012-01-0161
Total of all active and inactive participants2012-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0152
Total participants2012-01-01113
2011: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01113
Total number of active participants reported on line 7a of the Form 55002011-01-0166
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01113
Total participants2011-01-01113

Financial Data on NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN

Measure Date Value
2022 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-339,944
Total of all expenses incurred2022-12-31$587,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$583,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$268,394
Value of total assets at end of year2022-12-31$3,998,594
Value of total assets at beginning of year2022-12-31$4,925,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,596
Total interest from all sources2022-12-31$45,698
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$160,160
Participant contributions at end of year2022-12-31$51,096
Participant contributions at beginning of year2022-12-31$67,736
Participant contributions at end of year2022-12-31$4,238
Participant contributions at beginning of year2022-12-31$4,304
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,019
Administrative expenses (other) incurred2022-12-31$3,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-927,161
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,998,594
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,925,755
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$1,641,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,688,007
Value of interest in pooled separate accounts at end of year2022-12-31$2,299,032
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,162,624
Interest earned on other investments2022-12-31$3,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$42,578
Net investment gain/loss from pooled separate accounts2022-12-31$-654,036
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$104,215
Employer contributions (assets) at end of year2022-12-31$2,847
Employer contributions (assets) at beginning of year2022-12-31$3,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$583,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31GRAY GRIFFITH & MAYS, A.C.
Accountancy firm EIN2022-12-31550621482
2021 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$753,730
Total of all expenses incurred2021-12-31$193,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$190,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$259,341
Value of total assets at end of year2021-12-31$4,925,755
Value of total assets at beginning of year2021-12-31$4,365,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,091
Total interest from all sources2021-12-31$45,214
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$150,038
Participant contributions at end of year2021-12-31$67,736
Participant contributions at beginning of year2021-12-31$73,517
Participant contributions at end of year2021-12-31$4,304
Participant contributions at beginning of year2021-12-31$8,922
Administrative expenses (other) incurred2021-12-31$3,091
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$560,238
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,925,755
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,365,517
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$1,688,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,567,473
Value of interest in pooled separate accounts at end of year2021-12-31$3,162,624
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,710,608
Interest earned on other investments2021-12-31$3,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$41,414
Net investment gain/loss from pooled separate accounts2021-12-31$449,175
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$109,303
Employer contributions (assets) at end of year2021-12-31$3,084
Employer contributions (assets) at beginning of year2021-12-31$4,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$190,401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31GRAY GRIFFITH & MAYS, A.C.
Accountancy firm EIN2021-12-31550621482
2020 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$748,020
Total of all expenses incurred2020-12-31$149,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$144,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$296,492
Value of total assets at end of year2020-12-31$4,365,517
Value of total assets at beginning of year2020-12-31$3,767,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,805
Total interest from all sources2020-12-31$42,606
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$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$162,348
Participant contributions at end of year2020-12-31$73,517
Participant contributions at beginning of year2020-12-31$92,230
Participant contributions at end of year2020-12-31$8,922
Participant contributions at beginning of year2020-12-31$9,083
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,557
Administrative expenses (other) incurred2020-12-31$4,805
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$598,404
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,365,517
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,767,113
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$1,567,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,324,071
Value of interest in pooled separate accounts at end of year2020-12-31$2,710,608
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,334,661
Interest earned on other investments2020-12-31$4,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$37,980
Net investment gain/loss from pooled separate accounts2020-12-31$408,922
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$117,587
Employer contributions (assets) at end of year2020-12-31$4,997
Employer contributions (assets) at beginning of year2020-12-31$7,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$144,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31GRAY GRIFFITH & MAYS, A.C.
Accountancy firm EIN2020-12-31550621482
2019 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$759,235
Total of all expenses incurred2019-12-31$120,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$114,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$276,437
Value of total assets at end of year2019-12-31$3,767,113
Value of total assets at beginning of year2019-12-31$3,128,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,504
Total interest from all sources2019-12-31$36,709
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$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$154,031
Participant contributions at end of year2019-12-31$92,230
Participant contributions at beginning of year2019-12-31$77,721
Participant contributions at end of year2019-12-31$9,083
Participant contributions at beginning of year2019-12-31$7,570
Administrative expenses (other) incurred2019-12-31$5,504
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$638,921
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,767,113
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,128,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,324,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,160,638
Value of interest in pooled separate accounts at end of year2019-12-31$2,334,661
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,876,061
Interest earned on other investments2019-12-31$4,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,644
Net investment gain/loss from pooled separate accounts2019-12-31$446,089
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$122,406
Employer contributions (assets) at end of year2019-12-31$7,068
Employer contributions (assets) at beginning of year2019-12-31$6,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$114,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31GRAY GRIFFITH & MAYS, A.C.
Accountancy firm EIN2019-12-31550621482
2018 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$127,264
Total of all expenses incurred2018-12-31$94,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$90,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$249,579
Value of total assets at end of year2018-12-31$3,128,192
Value of total assets at beginning of year2018-12-31$3,095,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,595
Total interest from all sources2018-12-31$32,219
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$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$138,421
Participant contributions at end of year2018-12-31$77,721
Participant contributions at beginning of year2018-12-31$27,285
Participant contributions at end of year2018-12-31$7,570
Participant contributions at beginning of year2018-12-31$6,360
Administrative expenses (other) incurred2018-12-31$3,595
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$32,972
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,128,192
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,095,220
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$1,160,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,124,997
Value of interest in pooled separate accounts at end of year2018-12-31$1,876,061
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,931,367
Interest earned on other investments2018-12-31$2,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$29,336
Net investment gain/loss from pooled separate accounts2018-12-31$-154,534
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$111,158
Employer contributions (assets) at end of year2018-12-31$6,202
Employer contributions (assets) at beginning of year2018-12-31$5,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$90,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31GRAY GRIFFITH & MAYS, A.C.
Accountancy firm EIN2018-12-31550621482
2017 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$542,762
Total of all expenses incurred2017-12-31$167,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$163,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$229,044
Value of total assets at end of year2017-12-31$3,095,220
Value of total assets at beginning of year2017-12-31$2,719,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,839
Total interest from all sources2017-12-31$29,943
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$300,000
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$122,779
Participant contributions at end of year2017-12-31$27,285
Participant contributions at beginning of year2017-12-31$40,746
Participant contributions at end of year2017-12-31$6,360
Participant contributions at beginning of year2017-12-31$5,435
Administrative expenses (other) incurred2017-12-31$3,839
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$375,373
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,095,220
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,719,847
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 pooled separate accounts at end of year2017-12-31$1,931,367
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,627,903
Interest earned on other investments2017-12-31$1,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,124,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,040,579
Net investment gain/loss from pooled separate accounts2017-12-31$283,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$106,265
Employer contributions (assets) at end of year2017-12-31$5,211
Employer contributions (assets) at beginning of year2017-12-31$5,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$163,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31GRAY GRIFFITH & MAYS, A.C.
Accountancy firm EIN2017-12-31550621482
2016 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$394,977
Total of all expenses incurred2016-12-31$324,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$321,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$257,945
Value of total assets at end of year2016-12-31$2,719,847
Value of total assets at beginning of year2016-12-31$2,649,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,107
Total interest from all sources2016-12-31$27,513
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$300,000
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$110,223
Participant contributions at end of year2016-12-31$40,746
Participant contributions at beginning of year2016-12-31$57,998
Participant contributions at end of year2016-12-31$5,435
Participant contributions at beginning of year2016-12-31$11,428
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$44,353
Administrative expenses (other) incurred2016-12-31$3,107
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$70,679
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,719,847
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,649,168
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 pooled separate accounts at end of year2016-12-31$1,627,903
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,615,291
Interest earned on other investments2016-12-31$2,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$25,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,040,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$952,684
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$321,191
Net investment gain/loss from pooled separate accounts2016-12-31$109,519
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$103,369
Employer contributions (assets) at end of year2016-12-31$5,184
Employer contributions (assets) at beginning of year2016-12-31$11,767
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31GRAY GRIFFITH & MAYS, A.C.
Accountancy firm EIN2016-12-31550621482
2015 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$248,860
Total of all expenses incurred2015-12-31$105,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$102,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$241,443
Value of total assets at end of year2015-12-31$2,649,168
Value of total assets at beginning of year2015-12-31$2,505,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,047
Total interest from all sources2015-12-31$24,635
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$300,000
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$102,191
Participant contributions at end of year2015-12-31$57,998
Participant contributions at beginning of year2015-12-31$42,314
Participant contributions at end of year2015-12-31$11,428
Participant contributions at beginning of year2015-12-31$9,380
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,039
Administrative expenses (other) incurred2015-12-31$3,047
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$143,386
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,649,168
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,505,782
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 pooled separate accounts at end of year2015-12-31$1,615,291
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,630,867
Interest earned on other investments2015-12-31$2,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$22,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$952,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$814,846
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$102,427
Net investment gain/loss from pooled separate accounts2015-12-31$-17,218
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$103,213
Employer contributions (assets) at end of year2015-12-31$11,767
Employer contributions (assets) at beginning of year2015-12-31$8,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31GRAY GRIFFITH & MAYS, A.C.
Accountancy firm EIN2015-12-31550621482
2014 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2014 401k financial data
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$332,172
Total of all expenses incurred2014-12-31$92,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$89,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$221,979
Value of total assets at end of year2014-12-31$2,505,782
Value of total assets at beginning of year2014-12-31$2,266,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,516
Total interest from all sources2014-12-31$21,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$105,775
Participant contributions at end of year2014-12-31$42,314
Participant contributions at beginning of year2014-12-31$48,149
Participant contributions at end of year2014-12-31$9,380
Participant contributions at beginning of year2014-12-31$7,829
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,331
Administrative expenses (other) incurred2014-12-31$2,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$239,698
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,505,782
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,266,084
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 pooled separate accounts at end of year2014-12-31$1,630,867
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,446,182
Interest earned on other investments2014-12-31$1,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$814,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$757,619
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$89,958
Net investment gain/loss from pooled separate accounts2014-12-31$88,347
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$107,873
Employer contributions (assets) at end of year2014-12-31$8,375
Employer contributions (assets) at beginning of year2014-12-31$6,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRAY, GRIFFTH, & MAYS, A.C.
Accountancy firm EIN2014-12-31550621482
2013 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$524,096
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$96,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$57,213
Expenses. Certain deemed distributions of participant loans2013-12-31$1,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$231,082
Value of total assets at end of year2013-12-31$2,266,084
Value of total assets at beginning of year2013-12-31$1,838,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,290
Total interest from all sources2013-12-31$41,580
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$110,850
Participant contributions at end of year2013-12-31$48,717
Participant contributions at beginning of year2013-12-31$46,356
Participant contributions at end of year2013-12-31$7,829
Participant contributions at beginning of year2013-12-31$8,517
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,870
Administrative expenses (other) incurred2013-12-31$3,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$427,287
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,266,084
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,838,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$31,799
Value of interest in pooled separate accounts at end of year2013-12-31$1,446,182
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,108,825
Interest earned on other investments2013-12-31$41,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$757,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$667,322
Net investment gain/loss from pooled separate accounts2013-12-31$251,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$108,362
Employer contributions (assets) at end of year2013-12-31$6,305
Employer contributions (assets) at beginning of year2013-12-31$7,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$57,213
Contract administrator fees2013-12-31$2,755
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TEED & ASSOCIATES, PLLC
Accountancy firm EIN2013-12-31550675015
2012 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$22,422
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$373,344
Total of all expenses incurred2012-12-31$175,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$127,143
Expenses. Certain deemed distributions of participant loans2012-12-31$14,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$234,368
Value of total assets at end of year2012-12-31$1,838,797
Value of total assets at beginning of year2012-12-31$1,639,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,475
Total interest from all sources2012-12-31$16,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$117,062
Participant contributions at end of year2012-12-31$46,356
Participant contributions at beginning of year2012-12-31$22,095
Participant contributions at end of year2012-12-31$8,517
Participant contributions at beginning of year2012-12-31$8,419
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$6,715
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$198,089
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,838,797
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,639,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$24,237
Value of interest in pooled separate accounts at end of year2012-12-31$1,108,825
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,053,347
Interest earned on other investments2012-12-31$16,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$667,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$546,110
Net investment gain/loss from pooled separate accounts2012-12-31$122,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$114,435
Employer contributions (assets) at end of year2012-12-31$7,777
Employer contributions (assets) at beginning of year2012-12-31$9,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$127,143
Contract administrator fees2012-12-31$2,523
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TEED & ASSOCIATES, PLLC
Accountancy firm EIN2012-12-31550675015
2011 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2011 401k financial data
Total transfer of assets from this plan2011-12-31$5,751
Total income from all sources (including contributions)2011-12-31$233,876
Total of all expenses incurred2011-12-31$179,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$131,356
Expenses. Certain deemed distributions of participant loans2011-12-31$16,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$244,956
Value of total assets at end of year2011-12-31$1,639,445
Value of total assets at beginning of year2011-12-31$1,590,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,536
Total interest from all sources2011-12-31$15,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$122,880
Participant contributions at end of year2011-12-31$22,095
Participant contributions at beginning of year2011-12-31$4,070
Participant contributions at end of year2011-12-31$8,419
Participant contributions at beginning of year2011-12-31$13,079
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,149
Administrative expenses (other) incurred2011-12-31$8,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$54,415
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,639,445
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,590,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$22,618
Value of interest in pooled separate accounts at end of year2011-12-31$1,053,347
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,087,593
Interest on participant loans2011-12-31$1,249
Interest earned on other investments2011-12-31$13,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$546,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$472,260
Net investment gain/loss from pooled separate accounts2011-12-31$-26,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$119,927
Employer contributions (assets) at end of year2011-12-31$9,474
Employer contributions (assets) at beginning of year2011-12-31$13,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$131,356
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TEED & ASSOCIATES, PLLC
Accountancy firm EIN2011-12-31550675015
2010 : NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$19,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$78,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$77,433
Total income from all sources (including contributions)2010-12-31$410,523
Total of all expenses incurred2010-12-31$122,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$78,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$282,420
Value of total assets at end of year2010-12-31$1,590,780
Value of total assets at beginning of year2010-12-31$1,320,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$43,852
Total interest from all sources2010-12-31$13,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$132,056
Participant contributions at end of year2010-12-31$4,070
Participant contributions at beginning of year2010-12-31$23,396
Participant contributions at end of year2010-12-31$13,079
Participant contributions at beginning of year2010-12-31$12,698
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,738
Administrative expenses (other) incurred2010-12-31$43,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$288,397
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,512,505
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,243,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,087,593
Value of interest in pooled separate accounts at beginning of year2010-12-31$898,425
Interest on participant loans2010-12-31$1,249
Interest earned on other investments2010-12-31$12,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$472,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$372,634
Net investment gain/loss from pooled separate accounts2010-12-31$114,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$139,626
Employer contributions (assets) at end of year2010-12-31$13,779
Employer contributions (assets) at beginning of year2010-12-31$13,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$78,274
Liabilities. Value of benefit claims payable at end of year2010-12-31$78,275
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$77,433
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TEED & ASSOCIATES, PLLC
Accountancy firm EIN2010-12-31550675015

Form 5500 Responses for NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN

2022: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785359
Policy instance 1
Insurance contract or identification number785359
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,357
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $6,092
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785359
Policy instance 1
Insurance contract or identification number785359
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,637
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $6,256
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785359
Policy instance 1
Insurance contract or identification number785359
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,330
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $6,870
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785359
Policy instance 1
Insurance contract or identification number785359
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,352
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $6,599
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785359
Policy instance 1
Insurance contract or identification number785359
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,690
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $4,976
Insurance broker organization code?3
Insurance broker nameJ. USARY
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785359
Policy instance 1
Insurance contract or identification number785359
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $42
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $27
Insurance broker organization code?3
Insurance broker nameS. CRM PITTSBURGH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785359
Policy instance 1
Insurance contract or identification number785359
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,260
Total amount of fees paid to insurance companyUSD $0
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 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
Commission paid to Insurance BrokerUSD $4,699
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameS. CRM PITTSBURGH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785359
Policy instance 1
Insurance contract or identification number785359
Number of Individuals Covered98
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,412
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameC. WILMOTH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785359
Policy instance 1
Insurance contract or identification number785359
Number of Individuals Covered102
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,811
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,110
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameP. MASON
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785359
Policy instance 1
Insurance contract or identification number785359
Number of Individuals Covered108
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,305
Total amount of fees paid to insurance companyUSD $0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number
Policy instance 1
Number of Individuals Covered113
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,967
Total amount of fees paid to insurance companyUSD $0
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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