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RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 401k Plan overview

Plan NameRETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION
Plan identification number 002

RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

ST. JOHN'S COUNTY WELFARE FEDERATION has sponsored the creation of one or more 401k plans.

Company Name:ST. JOHN'S COUNTY WELFARE FEDERATION
Employer identification number (EIN):590737904
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01JAMES NORMAN2020-10-15
0022018-01-01JAMES NORMAN2019-10-15
0022017-01-01JAMES NORMAN2019-10-15
0022016-01-01JAMES NORMAN2018-12-21
0022015-01-01
0022015-01-01
0022014-01-01JAMES NORMAN
0022013-01-01JAMES NORMAN
0022012-01-01JAMES NORMAN
0022011-01-01KAREN LANDIN
0022008-06-01
0022008-06-01KAREN LANDIN
0022007-06-01KAREN LANDIN
0022006-06-01KAREN LANDIN
0022005-06-01KAREN LANDIN
0022004-06-01KAREN LANDIN
0022003-06-01KAREN LANDIN
0022002-06-01KAREN LANDIN
0022001-06-01KAREN LANDIN
0022000-06-01KAREN LANDIN
0021999-06-01KAREN LANDIN

Plan Statistics for RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION

401k plan membership statisitcs for RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION

Measure Date Value
2022: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2022 401k membership
Total participants, beginning-of-year2022-01-01183
Total number of active participants reported on line 7a of the Form 55002022-01-0183
Number of retired or separated participants receiving benefits2022-01-0154
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01180
Number of participants with account balances2022-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2021 401k membership
Total participants, beginning-of-year2021-01-01214
Total number of active participants reported on line 7a of the Form 55002021-01-01190
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01269
Number of participants with account balances2021-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2020 401k membership
Total participants, beginning-of-year2020-01-01308
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01214
Number of participants with account balances2020-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2019 401k membership
Total participants, beginning-of-year2019-01-01239
Total number of active participants reported on line 7a of the Form 55002019-01-01229
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01307
Number of participants with account balances2019-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2018 401k membership
Total participants, beginning-of-year2018-01-01424
Total number of active participants reported on line 7a of the Form 55002018-01-01239
Number of retired or separated participants receiving benefits2018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-0196
Total of all active and inactive participants2018-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01357
Number of participants with account balances2018-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2017 401k membership
Total participants, beginning-of-year2017-01-01314
Total number of active participants reported on line 7a of the Form 55002017-01-01218
Number of retired or separated participants receiving benefits2017-01-0196
Number of other retired or separated participants entitled to future benefits2017-01-01110
Total of all active and inactive participants2017-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01424
Number of participants with account balances2017-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2016 401k membership
Total participants, beginning-of-year2016-01-01300
Total number of active participants reported on line 7a of the Form 55002016-01-01313
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01438
Number of participants with account balances2016-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2015 401k membership
Total participants, beginning-of-year2015-01-01361
Total number of active participants reported on line 7a of the Form 55002015-01-01279
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01300
Number of participants with account balances2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2014 401k membership
Total participants, beginning-of-year2014-01-01353
Total number of active participants reported on line 7a of the Form 55002014-01-01295
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01361
Number of participants with account balances2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2013 401k membership
Total participants, beginning-of-year2013-01-01355
Total number of active participants reported on line 7a of the Form 55002013-01-01288
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01353
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2012 401k membership
Total participants, beginning-of-year2012-01-01423
Total number of active participants reported on line 7a of the Form 55002012-01-01293
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01355
Number of participants with account balances2012-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2011 401k membership
Total participants, beginning-of-year2011-01-01324
Total number of active participants reported on line 7a of the Form 55002011-01-01283
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01140
Total of all active and inactive participants2011-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01423
Number of participants with account balances2011-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION

Measure Date Value
2022 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,747
Total income from all sources (including contributions)2022-12-31$-247,162
Total of all expenses incurred2022-12-31$653,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$610,272
Expenses. Certain deemed distributions of participant loans2022-12-31$23,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,653
Value of total assets at end of year2022-12-31$1,125,284
Value of total assets at beginning of year2022-12-31$2,022,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,316
Total interest from all sources2022-12-31$5,229
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,310
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,653
Participant contributions at beginning of year2022-12-31$38,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-900,453
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,122,537
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,022,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$969,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,654,846
Interest on participant loans2022-12-31$164
Interest earned on other investments2022-12-31$5,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$156,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$329,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-270,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$610,272
Contract administrator fees2022-12-31$19,316
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,747
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSL, P.A.
Accountancy firm EIN2022-12-31593070669
2021 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$527,841
Total of all expenses incurred2021-12-31$1,134,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,107,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$249,572
Value of total assets at end of year2021-12-31$2,022,990
Value of total assets at beginning of year2021-12-31$2,629,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,777
Total interest from all sources2021-12-31$24,322
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$20,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$20,205
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$131,467
Participant contributions at end of year2021-12-31$38,621
Participant contributions at beginning of year2021-12-31$39,404
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$118,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-606,235
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,022,990
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,629,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,654,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,018,274
Interest on participant loans2021-12-31$1,922
Interest earned on other investments2021-12-31$22,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$329,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$571,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$233,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,107,299
Contract administrator fees2021-12-31$26,777
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSL, P.A.
Accountancy firm EIN2021-12-31593070669
2020 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$459,897
Total of all expenses incurred2020-12-31$440,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$401,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$142,815
Value of total assets at end of year2020-12-31$2,629,225
Value of total assets at beginning of year2020-12-31$2,610,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,081
Total interest from all sources2020-12-31$25,119
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,801
Administrative expenses professional fees incurred2020-12-31$13,215
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$121,937
Participant contributions at end of year2020-12-31$39,404
Participant contributions at beginning of year2020-12-31$49,755
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,829
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$19,028
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,629,225
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,610,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,018,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,928,716
Interest on participant loans2020-12-31$2,719
Interest earned on other investments2020-12-31$22,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$571,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$631,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$280,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$49
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$401,788
Contract administrator fees2020-12-31$25,866
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MSL, P.A.
Accountancy firm EIN2020-12-31593070669
2019 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$659,763
Total income from all sources (including contributions)2019-12-31$659,763
Total of all expenses incurred2019-12-31$549,166
Total of all expenses incurred2019-12-31$549,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$489,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$489,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$231,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$231,603
Value of total assets at end of year2019-12-31$2,610,197
Value of total assets at end of year2019-12-31$2,610,197
Value of total assets at beginning of year2019-12-31$2,499,600
Value of total assets at beginning of year2019-12-31$2,499,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,214
Total interest from all sources2019-12-31$28,676
Total interest from all sources2019-12-31$28,676
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$15,430
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$15,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$15,430
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$15,430
Administrative expenses professional fees incurred2019-12-31$24,745
Administrative expenses professional fees incurred2019-12-31$24,745
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$166,154
Contributions received from participants2019-12-31$166,154
Participant contributions at end of year2019-12-31$49,755
Participant contributions at end of year2019-12-31$49,755
Participant contributions at beginning of year2019-12-31$43,659
Participant contributions at beginning of year2019-12-31$43,659
Participant contributions at beginning of year2019-12-31$20
Participant contributions at beginning of year2019-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,449
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,449
Other income not declared elsewhere2019-12-31$9
Other income not declared elsewhere2019-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$110,597
Value of net income/loss2019-12-31$110,597
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,610,197
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,610,197
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,499,600
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,499,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,928,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,928,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,690,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,690,038
Interest on participant loans2019-12-31$2,585
Interest on participant loans2019-12-31$2,585
Interest earned on other investments2019-12-31$26,091
Interest earned on other investments2019-12-31$26,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$631,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$631,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$765,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$765,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$384,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$384,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$424
Employer contributions (assets) at beginning of year2019-12-31$424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$489,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$489,952
Contract administrator fees2019-12-31$34,469
Contract administrator fees2019-12-31$34,469
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MSL, P.A.
Accountancy firm name2019-12-31MSL, P.A.
Accountancy firm EIN2019-12-31593070669
Accountancy firm EIN2019-12-31593070669
2018 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$83,414
Total of all expenses incurred2018-12-31$513,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$472,281
Expenses. Certain deemed distributions of participant loans2018-12-31$7,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$165,251
Value of total assets at end of year2018-12-31$2,499,600
Value of total assets at beginning of year2018-12-31$2,930,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,357
Total interest from all sources2018-12-31$3,977
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$41,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$41,114
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$163,210
Participant contributions at end of year2018-12-31$43,659
Participant contributions at beginning of year2018-12-31$46,498
Participant contributions at end of year2018-12-31$20
Participant contributions at beginning of year2018-12-31$6,274
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$618
Other income not declared elsewhere2018-12-31$457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-430,444
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,499,600
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,930,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,690,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,047,113
Interest on participant loans2018-12-31$2,782
Interest earned on other investments2018-12-31$1,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$765,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$818,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-127,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$149
Employer contributions (assets) at end of year2018-12-31$424
Employer contributions (assets) at beginning of year2018-12-31$10,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$472,281
Contract administrator fees2018-12-31$34,357
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOORE, STEPHENS, LOVELACE, P.A.
Accountancy firm EIN2018-12-31593070669
2017 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$604,869
Total of all expenses incurred2017-12-31$590,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$567,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$179,197
Value of total assets at end of year2017-12-31$2,930,044
Value of total assets at beginning of year2017-12-31$2,915,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,396
Total interest from all sources2017-12-31$2,905
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$237,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$237,932
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$167,741
Participant contributions at end of year2017-12-31$46,498
Participant contributions at beginning of year2017-12-31$38,933
Participant contributions at end of year2017-12-31$6,274
Participant contributions at beginning of year2017-12-31$34,877
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,042
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$465
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,377
Other income not declared elsewhere2017-12-31$4,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,797
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,930,044
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,915,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,047,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,916,652
Interest on participant loans2017-12-31$2,256
Interest earned on other investments2017-12-31$649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$818,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$907,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$180,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,414
Employer contributions (assets) at end of year2017-12-31$10,677
Employer contributions (assets) at beginning of year2017-12-31$14,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$567,211
Contract administrator fees2017-12-31$22,396
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOORE, STEPHENS, LOVELACE, P.A.
Accountancy firm EIN2017-12-31593070669
2016 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$948
Total income from all sources (including contributions)2016-12-31$453,315
Total of all expenses incurred2016-12-31$249,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$216,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$322,658
Value of total assets at end of year2016-12-31$2,915,247
Value of total assets at beginning of year2016-12-31$2,712,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,340
Total interest from all sources2016-12-31$2,010
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$43,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$43,611
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$271,168
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$256,368
Participant contributions at end of year2016-12-31$38,933
Participant contributions at beginning of year2016-12-31$40,068
Participant contributions at end of year2016-12-31$34,877
Participant contributions at beginning of year2016-12-31$21,176
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,968
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,293
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$948
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$203,573
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,915,247
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,711,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,916,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,711,045
Interest on participant loans2016-12-31$2,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$907,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$913,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$85,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$52,322
Employer contributions (assets) at end of year2016-12-31$14,606
Employer contributions (assets) at beginning of year2016-12-31$24,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$216,402
Contract administrator fees2016-12-31$33,340
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOORE, STEPHENS, LOVELACE, P.A.
Accountancy firm EIN2016-12-31593070669
2015 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,506
Total income from all sources (including contributions)2015-12-31$411,321
Total of all expenses incurred2015-12-31$483,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$476,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$382,931
Value of total assets at end of year2015-12-31$2,678,808
Value of total assets at beginning of year2015-12-31$2,748,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,117
Total interest from all sources2015-12-31$39,620
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,917
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$226,662
Participant contributions at end of year2015-12-31$128,433
Participant contributions at beginning of year2015-12-31$16,808
Participant contributions at end of year2015-12-31$8,689
Participant contributions at beginning of year2015-12-31$37,499
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,502
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,506
Total non interest bearing cash at end of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-72,292
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,676,302
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,748,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$388
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,711,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,552,042
Interest on participant loans2015-12-31$806
Interest earned on other investments2015-12-31$38,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$825,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,110,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$153,290
Employer contributions (assets) at end of year2015-12-31$5,391
Employer contributions (assets) at beginning of year2015-12-31$30,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$476,496
Contract administrator fees2015-12-31$6,729
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOORE, STEPHENS, LOVELACE, P.A.
Accountancy firm EIN2015-12-31593070669
2014 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$462,413
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$274,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$272,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$312,275
Value of total assets at end of year2014-12-31$2,748,594
Value of total assets at beginning of year2014-12-31$2,560,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,636
Total interest from all sources2014-12-31$44,285
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$170,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$173,426
Participant contributions at end of year2014-12-31$16,808
Participant contributions at beginning of year2014-12-31$63,348
Participant contributions at end of year2014-12-31$37,499
Participant contributions at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$187,940
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,748,594
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,560,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,552,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,361,712
Interest on participant loans2014-12-31$1,021
Interest earned on other investments2014-12-31$43,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,110,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,135,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$105,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$138,849
Employer contributions (assets) at end of year2014-12-31$30,699
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$272,837
Contract administrator fees2014-12-31$1,636
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOORE, STEPHENS, LOVELACE, P.A.
Accountancy firm EIN2014-12-31593070669
2013 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$598,968
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$116,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$114,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$281,026
Value of total assets at end of year2013-12-31$2,560,654
Value of total assets at beginning of year2013-12-31$2,078,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,850
Total interest from all sources2013-12-31$2,259
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$170,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$148,052
Participant contributions at end of year2013-12-31$63,348
Participant contributions at beginning of year2013-12-31$73,531
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,930
Other income not declared elsewhere2013-12-31$41,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$482,538
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,560,654
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,078,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,361,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$969,528
Interest on participant loans2013-12-31$2,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,135,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,035,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$274,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$114,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$114,580
Contract administrator fees2013-12-31$1,850
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOORE, STEPHENS, LOVELACE, P.A.
Accountancy firm EIN2013-12-31593070669
2012 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,432
Total income from all sources (including contributions)2012-12-31$394,255
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$298,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$277,928
Expenses. Certain deemed distributions of participant loans2012-12-31$17,429
Value of total corrective distributions2012-12-31$1,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$220,311
Value of total assets at end of year2012-12-31$2,078,116
Value of total assets at beginning of year2012-12-31$1,988,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,016
Total interest from all sources2012-12-31$42,100
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$170,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$145,736
Participant contributions at end of year2012-12-31$73,531
Participant contributions at beginning of year2012-12-31$100,447
Participant contributions at beginning of year2012-12-31$6,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$95,342
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,078,116
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,982,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$969,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$955,870
Interest on participant loans2012-12-31$3,535
Interest earned on other investments2012-12-31$38,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,035,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$920,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$131,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$74,575
Employer contributions (assets) at beginning of year2012-12-31$5,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$277,928
Contract administrator fees2012-12-31$2,016
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOORE, STEPHENS, LOVELACE, P.A.
Accountancy firm EIN2012-12-31593070669
2011 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,432
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,677
Total income from all sources (including contributions)2011-12-31$289,958
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$243,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$211,796
Expenses. Certain deemed distributions of participant loans2011-12-31$30,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$275,651
Value of total assets at end of year2011-12-31$1,988,206
Value of total assets at beginning of year2011-12-31$1,939,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,979
Total interest from all sources2011-12-31$39,052
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$170,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$149,199
Participant contributions at end of year2011-12-31$100,447
Participant contributions at beginning of year2011-12-31$96,939
Participant contributions at end of year2011-12-31$6,450
Participant contributions at beginning of year2011-12-31$7,304
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$46,178
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,982,774
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,936,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$955,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$945,414
Interest on participant loans2011-12-31$3,869
Interest earned on other investments2011-12-31$35,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$920,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$884,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-24,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$126,452
Employer contributions (assets) at end of year2011-12-31$5,157
Employer contributions (assets) at beginning of year2011-12-31$4,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$211,796
Contract administrator fees2011-12-31$1,979
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOORE,STEPHENS,LOVELACE CPA
Accountancy firm EIN2011-12-31593070669
2010 : RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,677
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$255,917
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$71,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$70,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$94,659
Value of total assets at end of year2010-12-31$1,939,273
Value of total assets at beginning of year2010-12-31$1,752,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,236
Total interest from all sources2010-12-31$910
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$20,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$20,196
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$75,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$88,767
Participant contributions at end of year2010-12-31$96,939
Participant contributions at beginning of year2010-12-31$58,037
Participant contributions at end of year2010-12-31$7,304
Participant contributions at beginning of year2010-12-31$14,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$184,164
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,936,596
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,752,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$945,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$759,833
Interest on participant loans2010-12-31$910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$884,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$910,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$140,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,892
Employer contributions (assets) at end of year2010-12-31$4,718
Employer contributions (assets) at beginning of year2010-12-31$9,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$70,517
Contract administrator fees2010-12-31$1,236
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOORE,STEPHENS,LOVELACE CPA
Accountancy firm EIN2010-12-31593070669

Form 5500 Responses for RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION

2022: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2008 form 5500 responses
2008-06-01Type of plan entitySingle employer plan
2008-06-01Submission has been amendedNo
2008-06-01This submission is the final filingNo
2008-06-01This return/report is a short plan year return/report (less than 12 months)No
2008-06-01Plan is a collectively bargained planNo
2007: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2007 form 5500 responses
2007-06-01Type of plan entitySingle employer plan
2007-06-01Submission has been amendedNo
2007-06-01This submission is the final filingNo
2007-06-01This return/report is a short plan year return/report (less than 12 months)No
2007-06-01Plan is a collectively bargained planNo
2006: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2006 form 5500 responses
2006-06-01Type of plan entitySingle employer plan
2006-06-01Submission has been amendedNo
2006-06-01This submission is the final filingNo
2006-06-01This return/report is a short plan year return/report (less than 12 months)No
2006-06-01Plan is a collectively bargained planNo
2005: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2005 form 5500 responses
2005-06-01Type of plan entitySingle employer plan
2005-06-01Submission has been amendedNo
2005-06-01This submission is the final filingNo
2005-06-01This return/report is a short plan year return/report (less than 12 months)No
2005-06-01Plan is a collectively bargained planNo
2004: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2004 form 5500 responses
2004-06-01Type of plan entitySingle employer plan
2004-06-01Submission has been amendedNo
2004-06-01This submission is the final filingNo
2004-06-01This return/report is a short plan year return/report (less than 12 months)No
2004-06-01Plan is a collectively bargained planNo
2003: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2003 form 5500 responses
2003-06-01Type of plan entitySingle employer plan
2003-06-01Submission has been amendedNo
2003-06-01This submission is the final filingNo
2003-06-01This return/report is a short plan year return/report (less than 12 months)No
2003-06-01Plan is a collectively bargained planNo
2002: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2002 form 5500 responses
2002-06-01Type of plan entitySingle employer plan
2002-06-01Submission has been amendedNo
2002-06-01This submission is the final filingNo
2002-06-01This return/report is a short plan year return/report (less than 12 months)No
2002-06-01Plan is a collectively bargained planNo
2001: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2001 form 5500 responses
2001-06-01Type of plan entitySingle employer plan
2001-06-01Submission has been amendedNo
2001-06-01This submission is the final filingNo
2001-06-01This return/report is a short plan year return/report (less than 12 months)No
2001-06-01Plan is a collectively bargained planNo
2000: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 2000 form 5500 responses
2000-06-01Type of plan entitySingle employer plan
2000-06-01Submission has been amendedNo
2000-06-01This submission is the final filingNo
2000-06-01This return/report is a short plan year return/report (less than 12 months)No
2000-06-01Plan is a collectively bargained planNo
1999: RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION 1999 form 5500 responses
1999-06-01Type of plan entitySingle employer plan
1999-06-01Submission has been amendedNo
1999-06-01This submission is the final filingNo
1999-06-01This return/report is a short plan year return/report (less than 12 months)No
1999-06-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890852+006
Policy instance 2
Insurance contract or identification number890852+006
Number of Individuals Covered34
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered166
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $189
Total amount of fees paid to insurance companyUSD $43
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $189
Insurance broker organization code?3
Amount paid for insurance broker fees43
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890852+006
Policy instance 2
Insurance contract or identification number890852+006
Number of Individuals Covered59
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered201
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $194
Total amount of fees paid to insurance companyUSD $52
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $194
Insurance broker organization code?3
Amount paid for insurance broker fees52
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890852+006
Policy instance 2
Insurance contract or identification number890852+006
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $125
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $94
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered255
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $160
Total amount of fees paid to insurance companyUSD $32
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $98
Insurance broker organization code?3
Amount paid for insurance broker fees32
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890852+006
Policy instance 2
Insurance contract or identification number890852+006
Number of Individuals Covered82
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890852+006
Policy instance 2
Insurance contract or identification number890852+006
Number of Individuals Covered86
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered288
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $118
Total amount of fees paid to insurance companyUSD $30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $118
Insurance broker organization code?3
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered337
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $126
Total amount of fees paid to insurance companyUSD $31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890852+006
Policy instance 2
Insurance contract or identification number890852+006
Number of Individuals Covered93
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890852+006
Policy instance 2
Insurance contract or identification number890852+006
Number of Individuals Covered117
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,611
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,611
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered336
Insurance policy start date2015-06-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $5
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $14
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTHE PENSION STUDIO
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890852+006
Policy instance 1
Insurance contract or identification number890852+006
Number of Individuals Covered152
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,277
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,277
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890852+006
Policy instance 1
Insurance contract or identification number890852+006
Number of Individuals Covered132
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,448
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,448
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890852+006
Policy instance 1
Insurance contract or identification number890852+006
Number of Individuals Covered138
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,898
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,898
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2250
Policy instance 1
Insurance contract or identification number2250
Number of Individuals Covered143
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,824
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2250
Policy instance 1
Insurance contract or identification number2250
Number of Individuals Covered125
Insurance policy start date2010-06-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,250
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,250
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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