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N C PSYCHOLOGICAL ASSOCIATION 401k Plan overview

Plan NameN C PSYCHOLOGICAL ASSOCIATION
Plan identification number 001

N C PSYCHOLOGICAL ASSOCIATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

NC PSYCHOLOGICAL ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:NC PSYCHOLOGICAL ASSOCIATION, INC.
Employer identification number (EIN):561242192
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan N C PSYCHOLOGICAL ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01MADELEINE CROCKETT
0012016-07-01VIVIAN BARNETTE
0012015-07-01VIVIAN BARNETTE
0012014-07-01DAVID ASPENSON
0012013-07-01DAVID ASPENSON
0012012-07-01RICHARD RUMER
0012011-07-01RICHARD RUMER
0012010-07-01RICHARD RUMER
0012009-07-01DICK RUMER

Plan Statistics for N C PSYCHOLOGICAL ASSOCIATION

401k plan membership statisitcs for N C PSYCHOLOGICAL ASSOCIATION

Measure Date Value
2017: N C PSYCHOLOGICAL ASSOCIATION 2017 401k membership
Total participants, beginning-of-year2017-07-011
Total number of active participants reported on line 7a of the Form 55002017-07-011
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-011
Number of participants with account balances2017-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: N C PSYCHOLOGICAL ASSOCIATION 2016 401k membership
Total participants, beginning-of-year2016-07-011
Total number of active participants reported on line 7a of the Form 55002016-07-011
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011
Number of participants with account balances2016-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: N C PSYCHOLOGICAL ASSOCIATION 2015 401k membership
Total participants, beginning-of-year2015-07-011
Total number of active participants reported on line 7a of the Form 55002015-07-011
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011
Number of participants with account balances2015-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: N C PSYCHOLOGICAL ASSOCIATION 2014 401k membership
Total participants, beginning-of-year2014-07-011
Total number of active participants reported on line 7a of the Form 55002014-07-011
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011
Number of participants with account balances2014-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: N C PSYCHOLOGICAL ASSOCIATION 2013 401k membership
Total participants, beginning-of-year2013-07-011
Total number of active participants reported on line 7a of the Form 55002013-07-011
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011
Number of participants with account balances2013-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: N C PSYCHOLOGICAL ASSOCIATION 2012 401k membership
Total participants, beginning-of-year2012-07-011
Total number of active participants reported on line 7a of the Form 55002012-07-011
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-011
Number of participants with account balances2012-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: N C PSYCHOLOGICAL ASSOCIATION 2011 401k membership
Total participants, beginning-of-year2011-07-011
Total number of active participants reported on line 7a of the Form 55002011-07-011
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011
Number of participants with account balances2011-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: N C PSYCHOLOGICAL ASSOCIATION 2010 401k membership
Total participants, beginning-of-year2010-07-011
Total number of active participants reported on line 7a of the Form 55002010-07-011
Total of all active and inactive participants2010-07-011
Total participants2010-07-011
2009: N C PSYCHOLOGICAL ASSOCIATION 2009 401k membership
Total participants, beginning-of-year2009-07-011
Total number of active participants reported on line 7a of the Form 55002009-07-011
Total of all active and inactive participants2009-07-011
Total participants2009-07-011

Financial Data on N C PSYCHOLOGICAL ASSOCIATION

Measure Date Value
2018 : N C PSYCHOLOGICAL ASSOCIATION 2018 401k financial data
Total income from all sources2018-06-30$13,030
Total plan assets at end of year2018-06-30$98,426
Total plan assets at beginning of year2018-06-30$85,396
Other income received2018-06-30$13,030
Net income (gross income less expenses)2018-06-30$13,030
Net plan assets at end of year (total assets less liabilities)2018-06-30$98,426
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$85,396
2017 : N C PSYCHOLOGICAL ASSOCIATION 2017 401k financial data
Total income from all sources2017-06-30$9,646
Expenses. Total of all expenses incurred2017-06-30$6,877
Benefits paid (including direct rollovers)2017-06-30$6,877
Total plan assets at end of year2017-06-30$85,396
Total plan assets at beginning of year2017-06-30$82,627
Other income received2017-06-30$9,646
Net income (gross income less expenses)2017-06-30$2,769
Net plan assets at end of year (total assets less liabilities)2017-06-30$85,396
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$82,627
2016 : N C PSYCHOLOGICAL ASSOCIATION 2016 401k financial data
Total income from all sources2016-06-30$-3,216
Total plan assets at end of year2016-06-30$82,627
Total plan assets at beginning of year2016-06-30$85,843
Other income received2016-06-30$-3,216
Net income (gross income less expenses)2016-06-30$-3,216
Net plan assets at end of year (total assets less liabilities)2016-06-30$82,627
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$85,843
2015 : N C PSYCHOLOGICAL ASSOCIATION 2015 401k financial data
Total income from all sources2015-06-30$1,919
Total plan assets at end of year2015-06-30$85,843
Total plan assets at beginning of year2015-06-30$83,924
Other income received2015-06-30$1,919
Net income (gross income less expenses)2015-06-30$1,919
Net plan assets at end of year (total assets less liabilities)2015-06-30$85,843
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$83,924
2014 : N C PSYCHOLOGICAL ASSOCIATION 2014 401k financial data
Total income from all sources2014-06-30$13,253
Total plan assets at end of year2014-06-30$83,924
Total plan assets at beginning of year2014-06-30$70,671
Other income received2014-06-30$13,253
Net income (gross income less expenses)2014-06-30$13,253
Net plan assets at end of year (total assets less liabilities)2014-06-30$83,924
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$70,671
2013 : N C PSYCHOLOGICAL ASSOCIATION 2013 401k financial data
Total income from all sources2013-06-30$8,221
Total plan assets at end of year2013-06-30$70,671
Total plan assets at beginning of year2013-06-30$62,450
Other income received2013-06-30$8,221
Net income (gross income less expenses)2013-06-30$8,221
Net plan assets at end of year (total assets less liabilities)2013-06-30$70,671
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$62,450
2012 : N C PSYCHOLOGICAL ASSOCIATION 2012 401k financial data
Total income from all sources2012-06-30$1,250
Total plan assets at end of year2012-06-30$62,450
Total plan assets at beginning of year2012-06-30$61,200
Other income received2012-06-30$1,250
Net income (gross income less expenses)2012-06-30$1,250
Net plan assets at end of year (total assets less liabilities)2012-06-30$62,450
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$61,200
2011 : N C PSYCHOLOGICAL ASSOCIATION 2011 401k financial data
Total income from all sources2011-06-30$13,208
Total plan assets at end of year2011-06-30$61,200
Total plan assets at beginning of year2011-06-30$47,992
Other income received2011-06-30$13,208
Net income (gross income less expenses)2011-06-30$13,208
Net plan assets at end of year (total assets less liabilities)2011-06-30$61,200
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$47,992

Form 5500 Responses for N C PSYCHOLOGICAL ASSOCIATION

2017: N C PSYCHOLOGICAL ASSOCIATION 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: N C PSYCHOLOGICAL ASSOCIATION 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: N C PSYCHOLOGICAL ASSOCIATION 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: N C PSYCHOLOGICAL ASSOCIATION 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: N C PSYCHOLOGICAL ASSOCIATION 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: N C PSYCHOLOGICAL ASSOCIATION 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: N C PSYCHOLOGICAL ASSOCIATION 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: N C PSYCHOLOGICAL ASSOCIATION 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: N C PSYCHOLOGICAL ASSOCIATION 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number1122937
Policy instance 1
Insurance contract or identification number1122937
Number of Individuals Covered1
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker namePAUL DISANTIS
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number1122937
Policy instance 1
Insurance contract or identification number1122937
Number of Individuals Covered1
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker namePAUL DISANTIS
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number1122937
Policy instance 1
Insurance contract or identification number1122937
Number of Individuals Covered1
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker namePAUL DISANTIS
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number1122937
Policy instance 1
Insurance contract or identification number1122937
Number of Individuals Covered1
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker namePAUL DISANTIS
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number1122937
Policy instance 1
Insurance contract or identification number1122937
Number of Individuals Covered1
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker namePAUL DISANTIS
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number1122937
Policy instance 1
Insurance contract or identification number1122937
Number of Individuals Covered1
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number1122937
Policy instance 1
Insurance contract or identification number1122937
Number of Individuals Covered1
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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