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COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 401k Plan overview

Plan NameCOUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN
Plan identification number 001

COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COUNCIL ON AGING OF VOLUSIA COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COUNCIL ON AGING OF VOLUSIA COUNTY, INC.
Employer identification number (EIN):591160221
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COUNCIL ON AGING OF VOLUSIA COUNTY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1967-08-04
Company Identification Number: 713154
Legal Registered Office Address: Kinsey, Vincent, Pyle

DAYTONA BCH

32114

More information about COUNCIL ON AGING OF VOLUSIA COUNTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01EVELINE KRALJIC-VAN DER MADE2024-01-29
0012021-01-01EVELINE KRALJIC-VAN DER MADE2023-01-04
0012020-01-01EVELINE KRALJIC-VAN DER MADE2021-07-28
0012019-01-01EVELINE KRALJIC-VAN DER MADE2020-07-19
0012018-01-01EVELINE KRALJIC-VAN DER MADE2019-07-12
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01EVELINE KRALJIC
0012013-01-01RICHARD HEALD
0012012-01-01RICHARD HEALD
0012011-01-01DEE CARLSON
0012010-01-01DEE CARLSON
0012009-01-01DEE CARLSON

Plan Statistics for COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN

401k plan membership statisitcs for COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN

Measure Date Value
2022: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01126
Total number of active participants reported on line 7a of the Form 55002022-01-0194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01144
Number of participants with account balances2022-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01122
Total number of active participants reported on line 7a of the Form 55002021-01-0188
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01127
Number of participants with account balances2021-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-01108
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01127
Number of participants with account balances2020-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01159
Total number of active participants reported on line 7a of the Form 55002019-01-01119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01156
Number of participants with account balances2019-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01158
Total number of active participants reported on line 7a of the Form 55002018-01-01134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01170
Number of participants with account balances2018-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-01136
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01163
Number of participants with account balances2017-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-01213
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01229
Number of participants with account balances2016-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01214
Total number of active participants reported on line 7a of the Form 55002015-01-01207
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01222
Number of participants with account balances2015-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01215
Total number of active participants reported on line 7a of the Form 55002014-01-01239
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01248
Number of participants with account balances2014-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01205
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01202
Number of participants with account balances2013-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-01205
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01220
Number of participants with account balances2012-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01231
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01225
Total number of active participants reported on line 7a of the Form 55002010-01-01221
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01233
Number of participants with account balances2010-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01160
Total number of active participants reported on line 7a of the Form 55002009-01-01227
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01233
Number of participants with account balances2009-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN

Measure Date Value
2022 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-56,767
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$174,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$154,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$267,006
Value of total assets at end of year2022-12-31$1,757,915
Value of total assets at beginning of year2022-12-31$1,989,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,421
Total interest from all sources2022-12-31$2,360
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$118,160
Participant contributions at end of year2022-12-31$58,382
Participant contributions at beginning of year2022-12-31$4,482
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$116,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-231,653
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,757,915
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,989,568
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
Investment advisory and management fees2022-12-31$12,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,678,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,958,163
Interest on participant loans2022-12-31$2,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$20,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$26,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$26,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-326,133
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
Contributions received in cash from employer2022-12-31$32,791
Employer contributions (assets) at end of year2022-12-31$228
Employer contributions (assets) at beginning of year2022-12-31$673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$154,465
Contract administrator fees2022-12-31$8,068
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RAPOSA PERRY YOUNG
Accountancy firm EIN2022-12-31464283329
2021 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$542,416
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$312,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$290,589
Value of total corrective distributions2021-12-31$594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$222,276
Value of total assets at end of year2021-12-31$1,989,568
Value of total assets at beginning of year2021-12-31$1,759,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,243
Total interest from all sources2021-12-31$299
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$114,182
Participant contributions at end of year2021-12-31$4,482
Participant contributions at beginning of year2021-12-31$6,376
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$72,297
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$229,990
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,989,568
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,759,578
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
Investment advisory and management fees2021-12-31$12,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,958,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,729,104
Interest on participant loans2021-12-31$297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$26,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$23,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$23,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$319,841
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
Contributions received in cash from employer2021-12-31$35,797
Employer contributions (assets) at end of year2021-12-31$673
Employer contributions (assets) at beginning of year2021-12-31$934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$290,589
Contract administrator fees2021-12-31$8,413
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RAPOSA PERRY YOUNG
Accountancy firm EIN2021-12-31464283329
2020 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$360,633
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$153,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$134,602
Value of total corrective distributions2020-12-31$614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$143,318
Value of total assets at end of year2020-12-31$1,759,578
Value of total assets at beginning of year2020-12-31$1,552,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,330
Total interest from all sources2020-12-31$351
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$106,670
Participant contributions at end of year2020-12-31$6,376
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$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$207,087
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,759,578
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,552,491
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
Investment advisory and management fees2020-12-31$10,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,729,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,532,041
Interest on participant loans2020-12-31$351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$19,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$19,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$216,964
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$36,648
Employer contributions (assets) at end of year2020-12-31$934
Employer contributions (assets) at beginning of year2020-12-31$1,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$134,602
Contract administrator fees2020-12-31$8,040
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 name2020-12-31RAPOSA PERRY YOUNG
Accountancy firm EIN2020-12-31464283329
2019 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$483,210
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$92,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$76,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$201,027
Value of total assets at end of year2019-12-31$1,552,491
Value of total assets at beginning of year2019-12-31$1,161,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,423
Total interest from all sources2019-12-31$272
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$97,630
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$70,125
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$390,936
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,552,491
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,161,555
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,532,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,152,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$19,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$281,911
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$33,272
Employer contributions (assets) at end of year2019-12-31$1,129
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$76,851
Contract administrator fees2019-12-31$6,280
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RAPOSA PERRY YOUNG
Accountancy firm EIN2019-12-31464283329
2018 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$67,314
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$164,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$148,670
Value of total corrective distributions2018-12-31$772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$141,022
Value of total assets at end of year2018-12-31$1,161,555
Value of total assets at beginning of year2018-12-31$1,258,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,966
Total interest from all sources2018-12-31$117
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$104,269
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-97,094
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,161,555
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,258,649
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
Investment advisory and management fees2018-12-31$8,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,152,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,247,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-73,825
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$36,753
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$148,670
Contract administrator fees2018-12-31$6,122
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 name2018-12-31RAPOSA PERRY YOUNG
Accountancy firm EIN2018-12-31464283329
2017 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$302,469
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$66,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$52,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$136,444
Value of total assets at end of year2017-12-31$1,258,649
Value of total assets at beginning of year2017-12-31$1,022,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,378
Total interest from all sources2017-12-31$45
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$102,379
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$61
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$236,463
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,258,649
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,022,186
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
Investment advisory and management fees2017-12-31$7,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,247,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,009,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$165,980
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$34,065
Employer contributions (assets) at end of year2017-12-31$241
Employer contributions (assets) at beginning of year2017-12-31$41
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$52,628
Contract administrator fees2017-12-31$5,629
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 name2017-12-31RAPOSA PERRY YOUNG
Accountancy firm EIN2017-12-31464283329
2016 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$235,833
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$175,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$163,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$135,669
Value of total assets at end of year2016-12-31$1,022,186
Value of total assets at beginning of year2016-12-31$962,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,037
Total interest from all sources2016-12-31$70
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$98,597
Participant contributions at end of year2016-12-31$61
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,755
Other income not declared elsewhere2016-12-31$52
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$60,108
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,022,186
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$962,078
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
Investment advisory and management fees2016-12-31$6,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,009,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$937,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$24,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$24,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$100,042
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$27,317
Employer contributions (assets) at end of year2016-12-31$41
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$163,688
Contract administrator fees2016-12-31$5,119
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 name2016-12-31BMC CPA'S INC.
Accountancy firm EIN2016-12-31463299759
2015 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$111,288
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$387,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$373,004
Value of total corrective distributions2015-12-31$1,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$122,270
Value of total assets at end of year2015-12-31$962,078
Value of total assets at beginning of year2015-12-31$1,238,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,970
Total interest from all sources2015-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$95,838
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-276,526
Value of net assets at end of year (total assets less liabilities)2015-12-31$962,078
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,238,604
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$8,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$937,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,218,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$24,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$20,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$20,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,990
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$26,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$373,004
Contract administrator fees2015-12-31$4,810
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 name2015-12-31BMC CPA'S INC.
Accountancy firm EIN2015-12-31463299759
2014 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$8
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$225,964
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$113,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$97,561
Value of total corrective distributions2014-12-31$2,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$140,773
Value of total assets at end of year2014-12-31$1,238,604
Value of total assets at beginning of year2014-12-31$1,126,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,145
Total interest from all sources2014-12-31$8
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$150,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$72,114
Participant contributions at end of year2014-12-31$7
Participant contributions at beginning of year2014-12-31$8
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$223
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$112,370
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,238,604
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,126,242
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
Investment advisory and management fees2014-12-31$8,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,218,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,107,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$20,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$18,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$18,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$85,183
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$22,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$97,561
Contract administrator fees2014-12-31$4,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31BMC CPA'S INC.
Accountancy firm EIN2014-12-31463299759
2013 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 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$384,495
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$330,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$316,127
Value of total corrective distributions2013-12-31$2,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$164,181
Value of total assets at end of year2013-12-31$1,126,242
Value of total assets at beginning of year2013-12-31$1,072,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,089
Total interest from all sources2013-12-31$5
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$150,000
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$62,863
Participant contributions at end of year2013-12-31$8
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$79,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$196
Other income not declared elsewhere2013-12-31$-92
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$53,715
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,126,242
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,072,527
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
Investment advisory and management fees2013-12-31$7,236
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,107,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,048,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$18,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$23,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$23,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$220,401
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$21,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$316,127
Contract administrator fees2013-12-31$4,853
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 name2013-12-31BRENT MILLIKAN & CO., P.A.
Accountancy firm EIN2013-12-31592007238
2012 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 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$0
Total income from all sources (including contributions)2012-12-31$268,085
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$91,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$81,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$165,017
Value of total assets at end of year2012-12-31$1,072,527
Value of total assets at beginning of year2012-12-31$895,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,914
Total interest from all sources2012-12-31$11
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$150,000
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$80,994
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$58,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$176,885
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,072,527
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$895,642
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
Investment advisory and management fees2012-12-31$6,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,048,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$845,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$23,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$49,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$49,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$103,057
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$25,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$81,286
Contract administrator fees2012-12-31$3,305
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 name2012-12-31BRENT MILLIKAN & CO., P.A.
Accountancy firm EIN2012-12-31592007238
2011 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$90,293
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$227,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$217,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$119,778
Value of total assets at end of year2011-12-31$895,642
Value of total assets at beginning of year2011-12-31$1,033,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,324
Total interest from all sources2011-12-31$44
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$500,000
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$92,473
Participant contributions at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$3,441
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-137,640
Value of net assets at end of year (total assets less liabilities)2011-12-31$895,642
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,033,282
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
Investment advisory and management fees2011-12-31$6,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$845,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$992,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$49,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$40,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$40,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$44
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-29,529
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$27,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$217,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BRENT MILLIKAN & CO., P.A.
Accountancy firm EIN2011-12-31592007238
2010 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,786
Total income from all sources (including contributions)2010-12-31$247,059
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$45,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$36,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$134,737
Value of total assets at end of year2010-12-31$1,033,282
Value of total assets at beginning of year2010-12-31$836,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,156
Total interest from all sources2010-12-31$-761
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$104,628
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$1,194
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,786
Other income not declared elsewhere2010-12-31$-41
Administrative expenses (other) incurred2010-12-31$3,052
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$4,786
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$201,331
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,033,282
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$831,951
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
Investment advisory and management fees2010-12-31$6,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$992,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$798,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$40,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$32,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$32,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$113,124
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$29,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$36,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BRENT MILLIKAN & CO., P.A.
Accountancy firm EIN2010-12-31592007238
2009 : COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN

2022: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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