401k Plan data: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. plan

EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC.
Plan identification number	001

EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

CAPITAL AREA COMMUNITY ACTION AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAPITAL AREA COMMUNITY ACTION AGENCY, INC.

Employer identification number (EIN): 591117362

NAIC Classification: 624200

Additional information about CAPITAL AREA COMMUNITY ACTION AGENCY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1965-06-04

Company Identification Number: 709088

Legal Registered Office Address: 309 OFFICE PLAZA DR.

TALLAHASSEE

32301

More information about CAPITAL AREA COMMUNITY ACTION AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 NINA SINGLETON 2023-09-25
001 2021-01-01 NINA SINGLETON 2022-07-07
001 2020-01-01 NINA SINGLETON 2021-07-22
001 2020-01-01
001 2019-01-01 NINA SINGLETON 2020-07-27
001 2018-01-01 NINA SINGLETON 2019-07-29
001 2017-01-01 TIM CENTER 2018-06-28
001 2016-01-01 TIM CENTER 2017-07-25
001 2015-01-01 TIM CENTER 2016-10-27
001 2014-01-01 TIM CENTER
001 2013-01-01 TIM CENTER
001 2012-01-01 TIM CENTER
001 2011-01-01 DOROTHY INMAN-JOHNSON 2012-05-10
001 2010-01-01 DOROTHY INMAN-JOHNSON 2011-06-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	NINA SINGLETON	2023-09-25
001	2021-01-01	NINA SINGLETON	2022-07-07
001	2020-01-01	NINA SINGLETON	2021-07-22
001	2020-01-01
001	2019-01-01	NINA SINGLETON	2020-07-27
001	2018-01-01	NINA SINGLETON	2019-07-29
001	2017-01-01	TIM CENTER	2018-06-28
001	2016-01-01	TIM CENTER	2017-07-25
001	2015-01-01	TIM CENTER	2016-10-27
001	2014-01-01	TIM CENTER
001	2013-01-01	TIM CENTER
001	2012-01-01	TIM CENTER
001	2011-01-01	DOROTHY INMAN-JOHNSON	2012-05-10
001	2010-01-01	DOROTHY INMAN-JOHNSON	2011-06-17

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC.

Measure Date Value
2020: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 73
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 96
Number of participants with account balances 2020-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2014: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 75
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 96
Number of participants with account balances 2014-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 93
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 109
Number of participants with account balances 2013-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 105
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 118
Number of participants with account balances 2012-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5

Measure	Date	Value
2020: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	73
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	96
Number of participants with account balances	2020-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2014: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	75
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	96
Number of participants with account balances	2014-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	93
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	109
Number of participants with account balances	2013-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	105
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	118
Number of participants with account balances	2012-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5

Financial Data on EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC.

Measure	Date	Value
2020 : EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$327,887
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$52,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$49,342
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$112,831
Value of total assets at end of year	2020-12-31	$1,548,533
Value of total assets at beginning of year	2020-12-31	$1,271,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,188
Total interest from all sources	2020-12-31	$4,836
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$66,683
Participant contributions at end of year	2020-12-31	$37,008
Participant contributions at beginning of year	2020-12-31	$48,888
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$3,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$275,357
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,548,533
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,271,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,245,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$992,523
Interest on participant loans	2020-12-31	$2,346
Interest earned on other investments	2020-12-31	$2,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$265,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$230,300
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$210,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$46,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$49,342
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
2014 : EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$140,476
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$119,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$95,326
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$94,425
Value of total assets at end of year	2014-12-31	$1,003,644
Value of total assets at beginning of year	2014-12-31	$982,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$24,338
Total interest from all sources	2014-12-31	$5,971
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$65,464
Participant contributions at end of year	2014-12-31	$46,781
Participant contributions at beginning of year	2014-12-31	$75,992
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$25
Administrative expenses (other) incurred	2014-12-31	$24,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$20,812
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,003,644
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$982,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$617,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$555,482
Interest on participant loans	2014-12-31	$2,510
Interest earned on other investments	2014-12-31	$3,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$339,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$351,358
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$40,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$28,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$95,326
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2014-12-31	591945170
2013 : EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$254,280
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$157,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$122,432
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$110,039
Value of total assets at end of year	2013-12-31	$982,832
Value of total assets at beginning of year	2013-12-31	$885,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$34,630
Total interest from all sources	2013-12-31	$6,579
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$75,342
Participant contributions at end of year	2013-12-31	$75,992
Participant contributions at beginning of year	2013-12-31	$56,486
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$33,604
Administrative expenses (other) incurred	2013-12-31	$34,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$97,218
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$982,832
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$885,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$555,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$455,043
Interest on participant loans	2013-12-31	$2,461
Interest earned on other investments	2013-12-31	$4,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$351,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$374,085
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$104,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$34,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$122,432
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2013-12-31	591945170
2012 : EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$0
Total income from all sources (including contributions)	2012-12-31	$198,946
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$136,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$105,283
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$120,233
Value of total assets at end of year	2012-12-31	$885,614
Value of total assets at beginning of year	2012-12-31	$822,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$30,993
Total interest from all sources	2012-12-31	$7,987
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$76,788
Participant contributions at end of year	2012-12-31	$56,486
Participant contributions at beginning of year	2012-12-31	$60,794
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,475
Other income not declared elsewhere	2012-12-31	$26,986
Administrative expenses (other) incurred	2012-12-31	$30,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$62,670
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$885,614
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$822,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$455,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$426,390
Interest on participant loans	2012-12-31	$2,167
Interest earned on other investments	2012-12-31	$5,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$374,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$335,760
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$43,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$39,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$105,283
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2012-12-31	591945170

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC.

2020: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2014: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA COMMUNITY ACTION AGENCY, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

017242J

Policy instance

Insurance contract or identification number	017242J
Number of Individuals Covered	96
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $307
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	307
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

017242J

Policy instance

Insurance contract or identification number	017242J
Number of Individuals Covered	64
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $100
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	100
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	TAMPA BAY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

017242J

Policy instance

Insurance contract or identification number	017242J
Number of Individuals Covered	67
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $385
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	385
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	TAMPA BAY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

017242J

Policy instance

Insurance contract or identification number	017242J
Number of Individuals Covered	73
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CAPITAL AREA COMMUNITY ACTION AGENCY, INC.
Employer identification number (EIN):	591117362
NAIC Classification:	624200

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1965-06-04
Company Identification Number:	709088
Legal Registered Office Address:	309 OFFICE PLAZA DR. TALLAHASSEE 32301