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403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA
Plan identification number 002

403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

COMMUNITY ACTION OF SOUTHEASTERN WE ST VIRGINIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION OF SOUTHEASTERN WE ST VIRGINIA, INC.
Employer identification number (EIN):556025355
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-09-01
0022020-09-01
0022019-09-01
0022019-09-01
0022018-09-01
0022017-09-01
0022016-09-01TERESA B. BARRINGER TERESA B. BARRINGER2018-05-18
0022015-09-01TERESA B. BARRINGER TERESA B. BARRINGER2017-06-01
0022014-09-01IDA WALLACE IDA WALLACE2016-06-14
0022013-09-01IDA WALLACE IDA WALLACE2015-03-12
0022012-09-01IDA WALLACE IDA WALLACE2014-06-05
0022011-09-01IDA WALLACE IDA WALLACE2013-06-14
0022009-09-01IDA WALLACE IDA WALLACE2011-06-14

Plan Statistics for 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA

401k plan membership statisitcs for 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA

Measure Date Value
2021: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2021 401k membership
Total participants, beginning-of-year2021-09-01268
Total number of active participants reported on line 7a of the Form 55002021-09-01195
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-0181
Total of all active and inactive participants2021-09-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01276
Number of participants with account balances2021-09-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2020 401k membership
Total participants, beginning-of-year2020-09-01296
Total number of active participants reported on line 7a of the Form 55002020-09-01211
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-0156
Total of all active and inactive participants2020-09-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-011
Total participants2020-09-01268
Number of participants with account balances2020-09-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2019 401k membership
Total participants, beginning-of-year2019-09-01295
Total number of active participants reported on line 7a of the Form 55002019-09-01258
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-0138
Total of all active and inactive participants2019-09-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01296
Number of participants with account balances2019-09-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2018 401k membership
Total participants, beginning-of-year2018-09-01282
Total number of active participants reported on line 7a of the Form 55002018-09-01255
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-0138
Total of all active and inactive participants2018-09-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-012
Total participants2018-09-01295
Number of participants with account balances2018-09-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2017 401k membership
Total participants, beginning-of-year2017-09-01276
Total number of active participants reported on line 7a of the Form 55002017-09-01248
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0133
Total of all active and inactive participants2017-09-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-011
Total participants2017-09-01282
Number of participants with account balances2017-09-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2016 401k membership
Total participants, beginning-of-year2016-09-01259
Total number of active participants reported on line 7a of the Form 55002016-09-01253
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-0131
Total of all active and inactive participants2016-09-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-012
Total participants2016-09-01286
Number of participants with account balances2016-09-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-0113
2015: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2015 401k membership
Total participants, beginning-of-year2015-09-01236
Total number of active participants reported on line 7a of the Form 55002015-09-01207
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0151
Total of all active and inactive participants2015-09-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-011
Total participants2015-09-01259
Number of participants with account balances2015-09-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-0116
2014: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2014 401k membership
Total participants, beginning-of-year2014-09-01219
Total number of active participants reported on line 7a of the Form 55002014-09-01206
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0129
Total of all active and inactive participants2014-09-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-011
Total participants2014-09-01236
Number of participants with account balances2014-09-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-0122
2013: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2013 401k membership
Total participants, beginning-of-year2013-09-01207
Total number of active participants reported on line 7a of the Form 55002013-09-01199
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0119
Total of all active and inactive participants2013-09-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-011
Total participants2013-09-01219
Number of participants with account balances2013-09-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2012 401k membership
Total participants, beginning-of-year2012-09-01186
Total number of active participants reported on line 7a of the Form 55002012-09-01198
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-017
Total of all active and inactive participants2012-09-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-012
Total participants2012-09-01207
Number of participants with account balances2012-09-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2011 401k membership
Total participants, beginning-of-year2011-09-01164
Total number of active participants reported on line 7a of the Form 55002011-09-01180
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-015
Total of all active and inactive participants2011-09-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-011
Total participants2011-09-01186
Number of participants with account balances2011-09-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2009 401k membership
Total participants, beginning-of-year2009-09-01108
Total number of active participants reported on line 7a of the Form 55002009-09-01126
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-018
Total of all active and inactive participants2009-09-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01134
Number of participants with account balances2009-09-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA

Measure Date Value
2022 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-08-31$0
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total transfer of assets to this plan2022-08-31$0
Total transfer of assets from this plan2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$11,819
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$183,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$181,166
Expenses. Certain deemed distributions of participant loans2022-08-31$0
Value of total corrective distributions2022-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$254,569
Value of total assets at end of year2022-08-31$2,396,234
Value of total assets at beginning of year2022-08-31$2,568,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$2,652
Total interest from all sources2022-08-31$3,370
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$0
Assets. Real estate other than employer real property at end of year2022-08-31$0
Assets. Real estate other than employer real property at beginning of year2022-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-08-31$0
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$1,000,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$122,857
Participant contributions at end of year2022-08-31$81,866
Participant contributions at beginning of year2022-08-31$88,777
Participant contributions at end of year2022-08-31$0
Participant contributions at beginning of year2022-08-31$0
Assets. Other investments not covered elsewhere at end of year2022-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-08-31$0
Assets. Loans (other than to participants) at end of year2022-08-31$0
Assets. Loans (other than to participants) at beginning of year2022-08-31$0
Other income not declared elsewhere2022-08-31$0
Administrative expenses (other) incurred2022-08-31$2,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Income. Non cash contributions2022-08-31$0
Value of net income/loss2022-08-31$-171,999
Value of net assets at end of year (total assets less liabilities)2022-08-31$2,396,234
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$2,568,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Assets. partnership/joint venture interests at end of year2022-08-31$0
Assets. partnership/joint venture interests at beginning of year2022-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$1,698,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$1,911,426
Interest on participant loans2022-08-31$237
Income. Interest from loans (other than to participants)2022-08-31$0
Interest earned on other investments2022-08-31$3,133
Income. Interest from US Government securities2022-08-31$0
Income. Interest from corporate debt instruments2022-08-31$0
Value of interest in master investment trust accounts at end of year2022-08-31$0
Value of interest in master investment trust accounts at beginning of year2022-08-31$0
Value of interest in common/collective trusts at end of year2022-08-31$0
Value of interest in common/collective trusts at beginning of year2022-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-08-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-08-31$615,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-08-31$568,030
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-31$0
Asset value of US Government securities at end of year2022-08-31$0
Asset value of US Government securities at beginning of year2022-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$0
Net investment gain/loss from pooled separate accounts2022-08-31$-246,120
Net investment gain or loss from common/collective trusts2022-08-31$0
Net gain/loss from 103.12 investment entities2022-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$131,712
Employer contributions (assets) at end of year2022-08-31$0
Employer contributions (assets) at beginning of year2022-08-31$0
Income. Dividends from preferred stock2022-08-31$0
Income. Dividends from common stock2022-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$181,166
Asset. Corporate debt instrument preferred debt at end of year2022-08-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-08-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-08-31$0
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Aggregate proceeds on sale of assets2022-08-31$0
Aggregate carrying amount (costs) on sale of assets2022-08-31$0
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31SOMMERVILLE & COMPANY CPAS
Accountancy firm EIN2022-08-31550372924
2021 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$678,110
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$163,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$160,112
Expenses. Certain deemed distributions of participant loans2021-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$325,581
Value of total assets at end of year2021-08-31$2,568,233
Value of total assets at beginning of year2021-08-31$2,053,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$3,012
Total interest from all sources2021-08-31$6,049
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$1,000,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$120,250
Participant contributions at end of year2021-08-31$88,777
Participant contributions at beginning of year2021-08-31$59,624
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$0
Other income not declared elsewhere2021-08-31$0
Administrative expenses (other) incurred2021-08-31$3,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$514,986
Value of net assets at end of year (total assets less liabilities)2021-08-31$2,568,233
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$2,053,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$1,911,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$1,461,460
Interest on participant loans2021-08-31$0
Interest earned on other investments2021-08-31$6,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$568,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$532,163
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$0
Net investment gain/loss from pooled separate accounts2021-08-31$346,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$205,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$160,112
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31SOMMERVILLE & COMPANY CPAS
Accountancy firm EIN2021-08-31550372924
2020 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$327,100
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$211,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$208,458
Expenses. Certain deemed distributions of participant loans2020-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$178,300
Value of total assets at end of year2020-08-31$2,051,949
Value of total assets at beginning of year2020-08-31$1,936,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$2,910
Total interest from all sources2020-08-31$7,629
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$1,000,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$86,545
Participant contributions at end of year2020-08-31$58,326
Participant contributions at beginning of year2020-08-31$67,342
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$0
Other income not declared elsewhere2020-08-31$0
Administrative expenses (other) incurred2020-08-31$2,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$115,732
Value of net assets at end of year (total assets less liabilities)2020-08-31$2,051,949
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$1,936,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$1,461,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$1,275,392
Interest on participant loans2020-08-31$0
Interest earned on other investments2020-08-31$7,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$532,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$593,483
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$0
Net investment gain/loss from pooled separate accounts2020-08-31$141,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$91,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$208,458
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31SOMMERVILLE & COMPANY, CPAS
Accountancy firm EIN2020-08-31550372924
2019 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$244,196
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$127,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$123,611
Expenses. Certain deemed distributions of participant loans2019-08-31$1,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$229,063
Value of total assets at end of year2019-08-31$1,936,217
Value of total assets at beginning of year2019-08-31$1,819,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$2,755
Total interest from all sources2019-08-31$9,560
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$1,000,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$69,614
Participant contributions at end of year2019-08-31$67,342
Participant contributions at beginning of year2019-08-31$76,026
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$16,142
Other income not declared elsewhere2019-08-31$0
Administrative expenses (other) incurred2019-08-31$2,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$116,532
Value of net assets at end of year (total assets less liabilities)2019-08-31$1,936,217
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$1,819,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$1,275,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$1,196,074
Interest on participant loans2019-08-31$0
Interest earned on other investments2019-08-31$9,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$593,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$547,585
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$0
Net investment gain/loss from pooled separate accounts2019-08-31$5,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$143,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$123,611
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31SOMMERVILLE & COMPANY, CPAS
Accountancy firm EIN2019-08-31550372924
2018 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$292,061
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$79,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$76,416
Expenses. Certain deemed distributions of participant loans2018-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$177,488
Value of total assets at end of year2018-08-31$1,819,685
Value of total assets at beginning of year2018-08-31$1,606,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$2,587
Total interest from all sources2018-08-31$5,912
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$1,000,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$67,786
Participant contributions at end of year2018-08-31$76,026
Participant contributions at beginning of year2018-08-31$72,361
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$0
Other income not declared elsewhere2018-08-31$0
Administrative expenses (other) incurred2018-08-31$2,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$213,058
Value of net assets at end of year (total assets less liabilities)2018-08-31$1,819,685
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$1,606,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$1,196,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$1,042,322
Interest on participant loans2018-08-31$0
Interest earned on other investments2018-08-31$5,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$547,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$491,944
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$0
Net investment gain/loss from pooled separate accounts2018-08-31$108,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$109,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$76,416
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31TRAINER, WRIGHT, AND PATERNO,CPAS
Accountancy firm EIN2018-08-31550554030
2017 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$297,654
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$93,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$91,296
Expenses. Certain deemed distributions of participant loans2017-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$206,053
Value of total assets at end of year2017-08-31$1,606,627
Value of total assets at beginning of year2017-08-31$1,402,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$2,368
Total interest from all sources2017-08-31$5,354
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$1,000,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$64,037
Participant contributions at end of year2017-08-31$72,361
Participant contributions at beginning of year2017-08-31$71,040
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$30,733
Other income not declared elsewhere2017-08-31$8
Administrative expenses (other) incurred2017-08-31$2,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$203,990
Value of net assets at end of year (total assets less liabilities)2017-08-31$1,606,627
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$1,402,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$1,042,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$871,351
Interest on participant loans2017-08-31$0
Interest earned on other investments2017-08-31$5,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$491,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$460,246
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$0
Net investment gain/loss from pooled separate accounts2017-08-31$86,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$111,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$91,296
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31TRAINER, WRIGHT, & PATERNO, CPAS
Accountancy firm EIN2017-08-31550554030
2016 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$223,448
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$114,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$112,472
Expenses. Certain deemed distributions of participant loans2016-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$168,914
Value of total assets at end of year2016-08-31$1,402,637
Value of total assets at beginning of year2016-08-31$1,293,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$2,181
Total interest from all sources2016-08-31$5,264
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$1,000,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$57,647
Participant contributions at end of year2016-08-31$71,040
Participant contributions at beginning of year2016-08-31$35,981
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$0
Other income not declared elsewhere2016-08-31$12
Administrative expenses (other) incurred2016-08-31$2,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$108,795
Value of net assets at end of year (total assets less liabilities)2016-08-31$1,402,637
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$1,293,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$871,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$751,127
Interest on participant loans2016-08-31$0
Interest earned on other investments2016-08-31$5,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$460,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$506,734
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$0
Net investment gain/loss from pooled separate accounts2016-08-31$49,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$111,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$112,472
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31TRAINER, WRIGHT, & PATERNO, CPAS
Accountancy firm EIN2016-08-31550554030
2015 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$160,206
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$61,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$60,803
Expenses. Certain deemed distributions of participant loans2015-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$169,096
Value of total assets at end of year2015-08-31$1,293,842
Value of total assets at beginning of year2015-08-31$1,194,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$374
Total interest from all sources2015-08-31$5,183
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$1,000,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$62,497
Participant contributions at end of year2015-08-31$35,981
Participant contributions at beginning of year2015-08-31$30,465
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$0
Other income not declared elsewhere2015-08-31$0
Administrative expenses (other) incurred2015-08-31$374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$99,029
Value of net assets at end of year (total assets less liabilities)2015-08-31$1,293,842
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$1,194,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$751,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$683,004
Interest on participant loans2015-08-31$0
Interest earned on other investments2015-08-31$5,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$506,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$481,344
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$0
Net investment gain/loss from pooled separate accounts2015-08-31$-14,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$106,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$60,803
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31TRAINER, WRIGHT & PATERNO, CPAS
Accountancy firm EIN2015-08-31550554030
2014 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$261,444
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$150,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$150,790
Expenses. Certain deemed distributions of participant loans2014-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$158,351
Value of total assets at end of year2014-08-31$1,194,813
Value of total assets at beginning of year2014-08-31$1,084,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$0
Total interest from all sources2014-08-31$4,760
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$1,000,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$55,260
Participant contributions at end of year2014-08-31$30,465
Participant contributions at beginning of year2014-08-31$21,226
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$0
Other income not declared elsewhere2014-08-31$0
Administrative expenses (other) incurred2014-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$110,654
Value of net assets at end of year (total assets less liabilities)2014-08-31$1,194,813
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$1,084,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$683,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$609,459
Interest on participant loans2014-08-31$0
Interest earned on other investments2014-08-31$4,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$481,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$453,474
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$0
Net investment gain/loss from pooled separate accounts2014-08-31$98,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$103,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$150,790
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31TRAINER, WRIGHT & PATERNO, CPAS
Accountancy firm EIN2014-08-31550554030
2013 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$223,492
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$37,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$37,952
Expenses. Certain deemed distributions of participant loans2013-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$164,044
Value of total assets at end of year2013-08-31$1,084,159
Value of total assets at beginning of year2013-08-31$898,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$0
Total interest from all sources2013-08-31$5,434
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$1,000,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$63,042
Participant contributions at end of year2013-08-31$21,226
Participant contributions at beginning of year2013-08-31$21,008
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$0
Other income not declared elsewhere2013-08-31$0
Administrative expenses (other) incurred2013-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$185,540
Value of net assets at end of year (total assets less liabilities)2013-08-31$1,084,159
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$898,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$609,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$488,879
Interest on participant loans2013-08-31$0
Interest earned on other investments2013-08-31$5,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$453,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$388,732
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$0
Net investment gain/loss from pooled separate accounts2013-08-31$54,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$101,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$37,952
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31BROWN EDWARDS & COMPANY LLP
Accountancy firm EIN2013-08-31550504608
2012 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$204,716
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$66,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$66,207
Expenses. Certain deemed distributions of participant loans2012-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$161,908
Value of total assets at end of year2012-08-31$898,619
Value of total assets at beginning of year2012-08-31$760,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$0
Total interest from all sources2012-08-31$6,269
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$1,000,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$57,714
Participant contributions at end of year2012-08-31$21,008
Participant contributions at beginning of year2012-08-31$12,724
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$6,848
Other income not declared elsewhere2012-08-31$0
Administrative expenses (other) incurred2012-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$138,509
Value of net assets at end of year (total assets less liabilities)2012-08-31$898,619
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$760,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$488,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$426,967
Interest on participant loans2012-08-31$0
Interest earned on other investments2012-08-31$6,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$388,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$320,419
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$0
Net investment gain/loss from pooled separate accounts2012-08-31$36,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$97,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$66,207
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN2012-08-31540504608
2011 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$207,363
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$78,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$78,655
Expenses. Certain deemed distributions of participant loans2011-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$155,206
Value of total assets at end of year2011-08-31$760,110
Value of total assets at beginning of year2011-08-31$631,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$0
Total interest from all sources2011-08-31$5,733
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$1,000,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$56,298
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$2,779
Other income not declared elsewhere2011-08-31$0
Administrative expenses (other) incurred2011-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$128,708
Value of net assets at end of year (total assets less liabilities)2011-08-31$760,110
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$631,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$426,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$389,087
Interest on participant loans2011-08-31$0
Interest earned on other investments2011-08-31$5,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$333,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$242,315
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$0
Net investment gain/loss from pooled separate accounts2011-08-31$46,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$96,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$78,655
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31BROWN EDWARD & CO LLP
Accountancy firm EIN2011-08-31540504608
2010 : 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA

2021: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedYes
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF COMMUNITY ACTION OF SOUTHEASTERN WEST VIRGINIA 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number910740
Policy instance 1
Insurance contract or identification number910740
Number of Individuals Covered276
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $460
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees460
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057049G
Policy instance 1
Insurance contract or identification number057049G
Number of Individuals Covered260
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $460
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees460
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057049G
Policy instance 1
Insurance contract or identification number057049G
Number of Individuals Covered296
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $209
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees209
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057049G
Policy instance 1
Insurance contract or identification number057049G
Number of Individuals Covered295
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $940
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees940
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057049G
Policy instance 1
Insurance contract or identification number057049G
Number of Individuals Covered282
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $912
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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