PARTNERSHIP FOR COMMUNITY ACTION, I has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN
| Measure | Date | Value |
|---|
| 2025 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-02 | 220752 |
| Net assets as of the end of the plan year | 2025-07-02 | 2103276 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 2011758 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-02 | 59298 |
| Other expenses paid from plan in this plan year | 2025-07-02 | 0 |
| Other contributions to plan in this plan year | 2025-07-02 | 0 |
| Other income to plan in this plan year | 2025-07-02 | 209405 |
| Plan net income in this plan year | 2025-07-02 | 91518 |
| Net assets as of the end of the plan year | 2025-07-02 | 2103276 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 2011758 |
| Employer contributions to plan in this plan year | 2025-07-02 | 43567 |
| Fees paid to broker by Benefit Provider | 2025-07-02 | 540 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 828 |
| 2024 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-23 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-23 | 180546 |
| Net assets as of the end of the plan year | 2024-05-23 | 2011758 |
| Total assets as of the beginning of the plan year | 2024-05-23 | 1846388 |
| Value of plan covered by a fidelity bond | 2024-05-23 | 1000000 |
| Participant contributions to plan in this plan year | 2024-05-23 | 60043 |
| Other expenses paid from plan in this plan year | 2024-05-23 | 0 |
| Other contributions to plan in this plan year | 2024-05-23 | 0 |
| Other income to plan in this plan year | 2024-05-23 | 233813 |
| Plan net income in this plan year | 2024-05-23 | 165370 |
| Net assets as of the end of the plan year | 2024-05-23 | 2011758 |
| Net assets as of the beginning of the plan year | 2024-05-23 | 1846388 |
| Employer contributions to plan in this plan year | 2024-05-23 | 52060 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-23 | 642 |
| 2018 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-54,716 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $693,820 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $677,071 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of total corrective distributions | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $48,570 |
| Value of total assets at end of year | 2018-12-31 | $2,164,443 |
| Value of total assets at beginning of year | 2018-12-31 | $2,912,979 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $16,749 |
| Total interest from all sources | 2018-12-31 | $5,190 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $168,221 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $168,221 |
| Administrative expenses professional fees incurred | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $27,701 |
| Participant contributions at end of year | 2018-12-31 | $21,757 |
| Participant contributions at beginning of year | 2018-12-31 | $28,088 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-748,536 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,164,443 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,912,979 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $13,673 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,003,639 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,709,036 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $7,956 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $17,153 |
| Interest on participant loans | 2018-12-31 | $2,016 |
| Interest earned on other investments | 2018-12-31 | $3,174 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $131,091 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $158,702 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-276,242 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-455 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
| Contributions received in cash from employer | 2018-12-31 | $20,869 |
| Income. Dividends from common stock | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $677,071 |
| Contract administrator fees | 2018-12-31 | $3,076 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | WIPFLI |
| Accountancy firm EIN | 2018-12-31 | 390758449 |
| 2017 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $825,589 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,969,773 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,928,698 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $7,128 |
| Value of total corrective distributions | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $307,458 |
| Value of total assets at end of year | 2017-12-31 | $2,912,979 |
| Value of total assets at beginning of year | 2017-12-31 | $4,057,163 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $33,947 |
| Total interest from all sources | 2017-12-31 | $11,565 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $199,717 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $199,717 |
| Administrative expenses professional fees incurred | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $149,798 |
| Participant contributions at end of year | 2017-12-31 | $28,088 |
| Participant contributions at beginning of year | 2017-12-31 | $151,679 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,016 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
| Other income not declared elsewhere | 2017-12-31 | $18,151 |
| Administrative expenses (other) incurred | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $-1,144,184 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,912,979 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,057,163 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $18,420 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,709,036 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,633,911 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $17,153 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $24,668 |
| Interest on participant loans | 2017-12-31 | $6,535 |
| Interest earned on other investments | 2017-12-31 | $5,030 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $158,702 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $246,905 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $315,927 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $-27,229 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
| Contributions received in cash from employer | 2017-12-31 | $155,644 |
| Income. Dividends from common stock | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,928,698 |
| Contract administrator fees | 2017-12-31 | $15,527 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | WIPFLI LLC |
| Accountancy firm EIN | 2017-12-31 | 390758449 |
| 2016 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $780,872 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $381,054 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $340,555 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $8,489 |
| Value of total corrective distributions | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $484,245 |
| Value of total assets at end of year | 2016-12-31 | $4,057,163 |
| Value of total assets at beginning of year | 2016-12-31 | $3,657,345 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $32,010 |
| Total interest from all sources | 2016-12-31 | $15,189 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $97,328 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $97,328 |
| Administrative expenses professional fees incurred | 2016-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $189,523 |
| Participant contributions at end of year | 2016-12-31 | $151,679 |
| Participant contributions at beginning of year | 2016-12-31 | $151,484 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
| Other income not declared elsewhere | 2016-12-31 | $2,109 |
| Administrative expenses (other) incurred | 2016-12-31 | $1,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $399,818 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,057,163 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,657,345 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $21,238 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,633,911 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,156,689 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $24,668 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $25,602 |
| Interest on participant loans | 2016-12-31 | $8,389 |
| Interest earned on other investments | 2016-12-31 | $6,800 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $246,905 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $323,570 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $181,256 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $745 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
| Contributions received in cash from employer | 2016-12-31 | $294,722 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Income. Dividends from common stock | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $340,555 |
| Contract administrator fees | 2016-12-31 | $9,772 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2016-12-31 | 390758449 |
| 2015 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $831,435 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $981,410 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $952,992 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-1,373 |
| Value of total corrective distributions | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $868,408 |
| Value of total assets at end of year | 2015-12-31 | $3,657,345 |
| Value of total assets at beginning of year | 2015-12-31 | $3,807,320 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $29,791 |
| Total interest from all sources | 2015-12-31 | $17,028 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $294,342 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $294,342 |
| Administrative expenses professional fees incurred | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $198,158 |
| Participant contributions at end of year | 2015-12-31 | $151,484 |
| Participant contributions at beginning of year | 2015-12-31 | $138,240 |
| Participant contributions at beginning of year | 2015-12-31 | $11,775 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $377,325 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
| Other income not declared elsewhere | 2015-12-31 | $15,400 |
| Administrative expenses (other) incurred | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-149,975 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,657,345 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,807,320 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $20,526 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,156,689 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,050,079 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $25,602 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $23,213 |
| Interest on participant loans | 2015-12-31 | $7,380 |
| Interest earned on other investments | 2015-12-31 | $9,648 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $323,570 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $574,846 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-344,640 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-19,103 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
| Contributions received in cash from employer | 2015-12-31 | $292,925 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $9,167 |
| Income. Dividends from common stock | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $952,992 |
| Contract administrator fees | 2015-12-31 | $9,265 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2015-12-31 | 390758449 |
| 2014 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $752,876 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $693,686 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $639,760 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $17,629 |
| Value of total corrective distributions | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $481,195 |
| Value of total assets at end of year | 2014-12-31 | $3,807,320 |
| Value of total assets at beginning of year | 2014-12-31 | $3,748,130 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $36,297 |
| Total interest from all sources | 2014-12-31 | $23,742 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $275,992 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $275,992 |
| Administrative expenses professional fees incurred | 2014-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $223,539 |
| Participant contributions at end of year | 2014-12-31 | $138,240 |
| Participant contributions at beginning of year | 2014-12-31 | $170,873 |
| Participant contributions at end of year | 2014-12-31 | $11,775 |
| Participant contributions at beginning of year | 2014-12-31 | $10,045 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $288 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
| Other income not declared elsewhere | 2014-12-31 | $4,992 |
| Administrative expenses (other) incurred | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $59,190 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,807,320 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,748,130 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $22,710 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,050,079 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,710,123 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $23,213 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $23,132 |
| Interest on participant loans | 2014-12-31 | $5,310 |
| Interest earned on other investments | 2014-12-31 | $18,432 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $574,846 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $820,051 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-34,807 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,762 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
| Contributions received in cash from employer | 2014-12-31 | $257,368 |
| Employer contributions (assets) at end of year | 2014-12-31 | $9,167 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $13,906 |
| Income. Dividends from common stock | 2014-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $639,760 |
| Contract administrator fees | 2014-12-31 | $13,587 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2014-12-31 | 390758449 |
| 2013 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets to this plan | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,072,313 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $936,362 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $898,171 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $7,709 |
| Value of total corrective distributions | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $665,619 |
| Value of total assets at end of year | 2013-12-31 | $3,748,130 |
| Value of total assets at beginning of year | 2013-12-31 | $3,612,179 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $30,482 |
| Total interest from all sources | 2013-12-31 | $29,811 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $169,098 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $169,098 |
| Administrative expenses professional fees incurred | 2013-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $246,957 |
| Participant contributions at end of year | 2013-12-31 | $170,873 |
| Participant contributions at beginning of year | 2013-12-31 | $108,103 |
| Participant contributions at end of year | 2013-12-31 | $10,045 |
| Participant contributions at beginning of year | 2013-12-31 | $8,705 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $-5,158 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $69,680 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
| Other income not declared elsewhere | 2013-12-31 | $9,614 |
| Administrative expenses (other) incurred | 2013-12-31 | $125 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $135,951 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,748,130 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,612,179 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $17,557 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,710,123 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $23,132 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,545,980 |
| Interest on participant loans | 2013-12-31 | $3,079 |
| Interest earned on other investments | 2013-12-31 | $26,732 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $820,051 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,942,334 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $133,155 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $65,016 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
| Contributions received in cash from employer | 2013-12-31 | $348,982 |
| Employer contributions (assets) at end of year | 2013-12-31 | $13,906 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $12,215 |
| Income. Dividends from common stock | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $898,171 |
| Contract administrator fees | 2013-12-31 | $12,800 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2013-12-31 | 390758449 |
| 2012 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $5,158 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,140 |
| Expenses. Interest paid | 2012-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $766,061 |
| Total of all expenses incurred | 2012-12-31 | $218,711 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $213,253 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of total corrective distributions | 2012-12-31 | $5,158 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $539,038 |
| Value of total assets at end of year | 2012-12-31 | $3,617,337 |
| Value of total assets at beginning of year | 2012-12-31 | $3,068,969 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $300 |
| Total interest from all sources | 2012-12-31 | $2,867 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $220,721 |
| Participant contributions at end of year | 2012-12-31 | $108,103 |
| Participant contributions at beginning of year | 2012-12-31 | $96,519 |
| Participant contributions at end of year | 2012-12-31 | $8,705 |
| Participant contributions at beginning of year | 2012-12-31 | $1,555 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,060 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $5,158 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $4,140 |
| Other income not declared elsewhere | 2012-12-31 | $61,149 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Income. Non cash contributions | 2012-12-31 | $0 |
| Value of net income/loss | 2012-12-31 | $547,350 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,612,179 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,064,829 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,545,980 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,188,263 |
| Interest on participant loans | 2012-12-31 | $2,867 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,942,334 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,782,528 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $163,007 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $317,257 |
| Employer contributions (assets) at end of year | 2012-12-31 | $12,215 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $104 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $213,253 |
| Contract administrator fees | 2012-12-31 | $300 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | CLAUSELL & ASSOCIATES, PC |
| Accountancy firm EIN | 2012-12-31 | 581795795 |
| 2011 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,140 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $544,225 |
| Total of all expenses incurred | 2011-12-31 | $184,095 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $179,128 |
| Value of total corrective distributions | 2011-12-31 | $4,140 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $526,519 |
| Value of total assets at end of year | 2011-12-31 | $3,068,969 |
| Value of total assets at beginning of year | 2011-12-31 | $2,704,699 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $827 |
| Total interest from all sources | 2011-12-31 | $2,317 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $206,437 |
| Participant contributions at end of year | 2011-12-31 | $96,519 |
| Participant contributions at beginning of year | 2011-12-31 | $75,582 |
| Participant contributions at end of year | 2011-12-31 | $1,555 |
| Participant contributions at beginning of year | 2011-12-31 | $7,532 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $18,018 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $4,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
| Other income not declared elsewhere | 2011-12-31 | $58,238 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Income. Non cash contributions | 2011-12-31 | $0 |
| Value of net income/loss | 2011-12-31 | $360,130 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,064,829 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,704,699 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,188,263 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $999,941 |
| Interest on participant loans | 2011-12-31 | $2,317 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,782,528 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,614,061 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-42,849 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $302,064 |
| Employer contributions (assets) at end of year | 2011-12-31 | $104 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $7,583 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $179,128 |
| Contract administrator fees | 2011-12-31 | $827 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | CLAUSELL & ASSOCIATES, PC |
| Accountancy firm EIN | 2011-12-31 | 581795795 |
| 2010 : PARTNERSHIP FOR COMMUNITY ACTION, INC. 403(B) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $566,892 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $207,282 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $199,187 |
| Value of total corrective distributions | 2010-12-31 | $7,695 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $341,308 |
| Value of total assets at end of year | 2010-12-31 | $2,704,699 |
| Value of total assets at beginning of year | 2010-12-31 | $2,345,089 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $400 |
| Total interest from all sources | 2010-12-31 | $3,092 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $127,797 |
| Participant contributions at end of year | 2010-12-31 | $75,582 |
| Participant contributions at beginning of year | 2010-12-31 | $37,245 |
| Participant contributions at end of year | 2010-12-31 | $7,532 |
| Participant contributions at beginning of year | 2010-12-31 | $8,982 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $939 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
| Other income not declared elsewhere | 2010-12-31 | $53,927 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Income. Non cash contributions | 2010-12-31 | $0 |
| Value of net income/loss | 2010-12-31 | $359,610 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,704,699 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,345,089 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $999,941 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $817,647 |
| Interest on participant loans | 2010-12-31 | $3,092 |
| Interest earned on other investments | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,614,061 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,468,711 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $168,565 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $212,572 |
| Employer contributions (assets) at end of year | 2010-12-31 | $7,583 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $12,504 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $199,187 |
| Contract administrator fees | 2010-12-31 | $400 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | CLAUSELL & ASSOCIATES, PC |
| Accountancy firm EIN | 2010-12-31 | 581795795 |
