401k Plan data: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN plan

SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 401k Plan overview

Plan Name	SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN
Plan identification number	002

SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC.

Employer identification number (EIN): 550488202

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DWIGHT COBURN 2023-10-09 DWIGHT COBURN 2023-10-09
002 2021-01-01 DWIGHT COBURN 2022-10-11 DWIGHT COBURN 2022-10-11
002 2020-01-01 DWIGHT COBURN 2021-10-11 DWIGHT COBURN 2021-10-11
002 2019-01-01 DWIGHT COBURN 2020-10-13 DWIGHT COBURN 2020-10-13
002 2018-01-01 DWIGHT COBURN 2019-10-10 DWIGHT COBURN 2019-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	DWIGHT COBURN	2023-10-09	DWIGHT COBURN	2023-10-09
002	2021-01-01	DWIGHT COBURN	2022-10-11	DWIGHT COBURN	2022-10-11
002	2020-01-01	DWIGHT COBURN	2021-10-11	DWIGHT COBURN	2021-10-11
002	2019-01-01	DWIGHT COBURN	2020-10-13	DWIGHT COBURN	2020-10-13
002	2018-01-01	DWIGHT COBURN	2019-10-10	DWIGHT COBURN	2019-10-10

Plan Statistics for SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN

401k plan membership statisitcs for SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN

Measure Date Value
2022: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 166
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 190
Number of participants with account balances 2022-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 162
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 187
Number of participants with account balances 2021-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 184
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 200
Number of participants with account balances 2020-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 173
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 176
Number of participants with account balances 2019-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 173
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 194
Number of participants with account balances 2018-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15

Measure	Date	Value
2022: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	166
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	190
Number of participants with account balances	2022-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	162
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	187
Number of participants with account balances	2021-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	184
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	200
Number of participants with account balances	2020-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	173
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	176
Number of participants with account balances	2019-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	173
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	194
Number of participants with account balances	2018-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15

Financial Data on SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN

Measure	Date	Value
2022 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$150,001
Total of all expenses incurred	2022-12-31	$284,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$249,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$677,389
Value of total assets at end of year	2022-12-31	$2,894,723
Value of total assets at beginning of year	2022-12-31	$3,029,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$34,523
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$63,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$63,519
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$354,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-134,277
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,894,723
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,029,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$34,523
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,894,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,029,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-590,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$322,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$249,755
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SUTTLE & STALNAKER, PLLC
Accountancy firm EIN	2022-12-31	550538163
2021 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,042,624
Total of all expenses incurred	2021-12-31	$171,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$160,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$693,646
Value of total assets at end of year	2021-12-31	$3,029,000
Value of total assets at beginning of year	2021-12-31	$2,157,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,934
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$50,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$50,617
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$361,973
Participant contributions at beginning of year	2021-12-31	$15,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$871,516
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,029,000
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,157,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$10,934
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,029,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,112,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$14,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$14,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$298,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$331,673
Employer contributions (assets) at beginning of year	2021-12-31	$14,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$160,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SOMERVILLE & COMPANY
Accountancy firm EIN	2021-12-31	550372924
2020 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$928,255
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$28,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$16,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$669,399
Value of total assets at end of year	2020-12-31	$2,157,484
Value of total assets at beginning of year	2020-12-31	$1,257,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,636
Total interest from all sources	2020-12-31	$6,263
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$345,852
Participant contributions at end of year	2020-12-31	$15,717
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$899,984
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,157,484
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,257,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$11,636
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,112,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,244,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$14,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$12,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$12,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$6,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$252,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$323,547
Employer contributions (assets) at end of year	2020-12-31	$14,466
Employer contributions (assets) at beginning of year	2020-12-31	$207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$16,635
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SOMERVILLE & COMPANY
Accountancy firm EIN	2020-12-31	550372924
2019 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$772,381
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$102,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$86,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$611,139
Value of total assets at end of year	2019-12-31	$1,257,500
Value of total assets at beginning of year	2019-12-31	$587,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,907
Total interest from all sources	2019-12-31	$6,552
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$315,167
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$669,752
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,257,500
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$587,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$15,907
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,244,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$585,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$12,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$154,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$295,972
Employer contributions (assets) at end of year	2019-12-31	$207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$86,722
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SOMERVILLE & COMPANY
Accountancy firm EIN	2019-12-31	550372924
2018 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$606,148
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$18,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$643,961
Value of total assets at end of year	2018-12-31	$587,748
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,064
Total interest from all sources	2018-12-31	$7,229
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$326,174
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$9,898
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$587,748
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$587,748
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$8,064
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$585,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$7,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-45,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$307,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$10,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SOMERVILLE & COMPANY
Accountancy firm EIN	2018-12-31	550372924

Form 5500 Responses for SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN

2022: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

514492-01

Policy instance

Insurance contract or identification number	514492-01
Number of Individuals Covered	140
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819447

Policy instance

Insurance contract or identification number	819447
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-09-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

514492-01

Policy instance

Insurance contract or identification number	514492-01
Number of Individuals Covered	161
Insurance policy start date	2021-09-02
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819447

Policy instance

Insurance contract or identification number	819447
Number of Individuals Covered	190
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819447

Policy instance

Insurance contract or identification number	819447
Number of Individuals Covered	165
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819447

Policy instance

Insurance contract or identification number	819447
Number of Individuals Covered	182
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

SOUTHWESTERN COMMUNITY SERVICES, INC. LIFE AND DISABILITY PLAN [EIN = 026013808]

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Company Name:	SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC.
Employer identification number (EIN):	550488202
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations