?>
Logo

THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN
Plan identification number 003

THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE ARC OF MADISON COUNTY, INC has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF MADISON COUNTY, INC
Employer identification number (EIN):630418986
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JO BATSON
0032016-01-01LUKE OAKLEY
0032015-01-01JO BATSON LUKE OAKLEY2016-10-13
0032014-01-01LUKE OAKLEY
0032013-01-01SUSAN KLINGEL SUSAN KLINGEL2014-09-03
0032012-01-01SUSAN KLINGEL SUSAN KLINGEL2013-09-18
0032011-01-01SUSAN KLINGEL
0032010-01-01SUSAN KLINGEL2011-09-20

Plan Statistics for THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01182
Total number of active participants reported on line 7a of the Form 55002022-01-01134
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01186
Number of participants with account balances2022-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-01125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01181
Number of participants with account balances2021-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01189
Number of participants with account balances2020-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01190
Total number of active participants reported on line 7a of the Form 55002019-01-01131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01182
Number of participants with account balances2019-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01191
Total number of active participants reported on line 7a of the Form 55002018-01-01142
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01189
Number of participants with account balances2018-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01208
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01189
Number of participants with account balances2017-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01213
Total number of active participants reported on line 7a of the Form 55002016-01-01170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01207
Number of participants with account balances2016-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01184
Total number of active participants reported on line 7a of the Form 55002015-01-01173
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01212
Number of participants with account balances2015-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-01165
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01184
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01169
Total number of active participants reported on line 7a of the Form 55002013-01-01142
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01170
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01143
Total number of active participants reported on line 7a of the Form 55002012-01-01141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01169
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01124
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01142
Number of participants with account balances2011-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-277,783
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$170,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$143,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$315,250
Value of total assets at end of year2022-12-31$3,305,575
Value of total assets at beginning of year2022-12-31$3,753,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,117
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$65,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$65,274
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$350,000
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$184,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-448,401
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,305,575
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,753,976
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$13,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,190,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,651,755
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$115,047
Value of interest in common/collective trusts at beginning of year2022-12-31$102,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-660,145
Net investment gain or loss from common/collective trusts2022-12-31$1,838
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$130,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$143,501
Contract administrator fees2022-12-31$13,549
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 name2022-12-31MDA PROFESSIONAL GROUP, P.C
Accountancy firm EIN2022-12-31630681783
2021 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$642,880
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$389,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$362,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$322,278
Value of total assets at end of year2021-12-31$3,753,976
Value of total assets at beginning of year2021-12-31$3,500,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,806
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$71,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$71,771
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$168,466
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$253,051
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,753,976
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,500,925
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$14,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,651,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,500,197
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$102,221
Value of interest in common/collective trusts at beginning of year2021-12-31$728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$248,668
Net investment gain or loss from common/collective trusts2021-12-31$163
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$153,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$362,023
Contract administrator fees2021-12-31$13,458
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 name2021-12-31MDA PROFESSIONAL GROUP, P.C
Accountancy firm EIN2021-12-31630681783
2020 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$674,522
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$122,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$98,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$289,411
Value of total assets at end of year2020-12-31$3,500,925
Value of total assets at beginning of year2020-12-31$2,948,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,992
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$54,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$54,529
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$340,000
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$147,572
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$4,292
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$864
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$552,366
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,500,925
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,948,559
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$11,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,500,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,940,209
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$728
Value of interest in common/collective trusts at beginning of year2020-12-31$723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$330,568
Net investment gain or loss from common/collective trusts2020-12-31$14
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$140,975
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$3,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$98,164
Contract administrator fees2020-12-31$12,230
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 name2020-12-31MDA PROFESSIONAL GROUP, P.C
Accountancy firm EIN2020-12-31630681783
2019 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$704,611
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$187,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$180,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$256,913
Value of total assets at end of year2019-12-31$2,948,559
Value of total assets at beginning of year2019-12-31$2,430,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,727
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$67,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$67,988
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$340,000
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$132,598
Participant contributions at end of year2019-12-31$4,292
Participant contributions at beginning of year2019-12-31$4,621
Administrative expenses (other) incurred2019-12-31$5,077
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$517,586
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,948,559
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,430,973
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,940,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,422,142
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$723
Value of interest in common/collective trusts at beginning of year2019-12-31$708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$379,694
Net investment gain or loss from common/collective trusts2019-12-31$16
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$124,315
Employer contributions (assets) at end of year2019-12-31$3,335
Employer contributions (assets) at beginning of year2019-12-31$3,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$180,298
Contract administrator fees2019-12-31$1,650
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 name2019-12-31MDA PROFESSIONAL GROUP, P.C
Accountancy firm EIN2019-12-31630681783
2018 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$143,352
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$39,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$249,183
Value of total assets at end of year2018-12-31$2,430,973
Value of total assets at beginning of year2018-12-31$2,327,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,594
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$58,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$58,173
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$340,000
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$127,343
Participant contributions at end of year2018-12-31$4,621
Participant contributions at beginning of year2018-12-31$3,903
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$103,819
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,430,973
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,327,154
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$4,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,422,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,319,283
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$708
Value of interest in common/collective trusts at beginning of year2018-12-31$741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-164,017
Net investment gain or loss from common/collective trusts2018-12-31$13
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$121,840
Employer contributions (assets) at end of year2018-12-31$3,502
Employer contributions (assets) at beginning of year2018-12-31$3,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,939
Contract administrator fees2018-12-31$1,244
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 name2018-12-31MDA PROFESSIONAL GROUP, P.C
Accountancy firm EIN2018-12-31630681783
2017 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$497,548
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$126,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$109,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$218,741
Value of total assets at end of year2017-12-31$2,327,154
Value of total assets at beginning of year2017-12-31$1,955,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,899
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$44,942
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$204,833
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$81,092
Participant contributions at end of year2017-12-31$3,903
Participant contributions at beginning of year2017-12-31$3,294
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$654
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$371,474
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,327,154
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,955,680
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$15,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,319,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,913,842
Value of interest in common/collective trusts at end of year2017-12-31$741
Value of interest in common/collective trusts at beginning of year2017-12-31$5,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$30,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$233,802
Net investment gain or loss from common/collective trusts2017-12-31$63
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$136,995
Employer contributions (assets) at end of year2017-12-31$3,227
Employer contributions (assets) at beginning of year2017-12-31$2,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$109,175
Contract administrator fees2017-12-31$1,182
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 name2017-12-31BARFIELD MURPHY SHANK & SMITH LLC
Accountancy firm EIN2017-12-31461498870
2016 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$33
Total income from all sources (including contributions)2016-12-31$332,141
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$439,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$422,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$195,359
Value of total assets at end of year2016-12-31$1,955,680
Value of total assets at beginning of year2016-12-31$2,063,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,714
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$36,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$36,153
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$204,833
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$122,705
Participant contributions at end of year2016-12-31$3,294
Participant contributions at beginning of year2016-12-31$2,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-107,627
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,955,680
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,063,307
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$15,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,913,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,049,640
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$5,865
Value of interest in common/collective trusts at beginning of year2016-12-31$8,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$100,525
Net investment gain or loss from common/collective trusts2016-12-31$104
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$72,654
Employer contributions (assets) at end of year2016-12-31$2,679
Employer contributions (assets) at beginning of year2016-12-31$2,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$422,054
Contract administrator fees2016-12-31$1,750
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$33
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 name2016-12-31BARFIELD MURPHY SHANK & SMITH LLC
Accountancy firm EIN2016-12-31461498870
2015 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$33
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$33
Total income from all sources (including contributions)2015-12-31$155,382
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$255,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$228,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$180,052
Value of total assets at end of year2015-12-31$2,063,340
Value of total assets at beginning of year2015-12-31$2,163,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,865
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$39,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$39,633
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$204,833
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$88,838
Participant contributions at end of year2015-12-31$2,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-100,199
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,063,307
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,163,506
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$16,142
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,049,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,147,668
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$8,464
Value of interest in common/collective trusts at beginning of year2015-12-31$12,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-64,449
Net investment gain or loss from common/collective trusts2015-12-31$146
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$91,214
Employer contributions (assets) at end of year2015-12-31$2,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$228,716
Contract administrator fees2015-12-31$10,723
Liabilities. Value of benefit claims payable at end of year2015-12-31$33
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$33
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 name2015-12-31HALL ALBRIGHT GARRISON & ASSOCIATES
Accountancy firm EIN2015-12-31263659843
2014 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$33
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$282,367
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$151,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$139,576
Value of total corrective distributions2014-12-31$33
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$149,931
Value of total assets at end of year2014-12-31$2,163,539
Value of total assets at beginning of year2014-12-31$2,032,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,655
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$49,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$49,504
Was this plan covered by a fidelity bond2014-12-31No
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$81,210
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$3,293
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$33
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$131,103
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,163,506
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,032,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,147,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,668,920
Value of interest in common/collective trusts at end of year2014-12-31$12,802
Value of interest in common/collective trusts at beginning of year2014-12-31$357,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$82,871
Net investment gain or loss from common/collective trusts2014-12-31$61
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$58,343
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$139,576
Contract administrator fees2014-12-31$11,655
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 name2014-12-31HALL ALBRIGHT GARRISON & ASSOCIATES
Accountancy firm EIN2014-12-31633659843
2013 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$410,149
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$127,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$113,174
Value of total corrective distributions2013-12-31$3,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$146,111
Value of total assets at end of year2013-12-31$2,032,403
Value of total assets at beginning of year2013-12-31$1,750,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,091
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$20,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$20,913
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$87,115
Participant contributions at end of year2013-12-31$3,293
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$282,287
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,032,403
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,750,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,668,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,745,988
Value of interest in common/collective trusts at end of year2013-12-31$357,996
Value of interest in common/collective trusts at beginning of year2013-12-31$3,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$235,850
Net investment gain or loss from common/collective trusts2013-12-31$7,275
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$58,996
Employer contributions (assets) at end of year2013-12-31$2,194
Employer contributions (assets) at beginning of year2013-12-31$321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$113,174
Contract administrator fees2013-12-31$11,091
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 name2013-12-31MERCER AND ASSOCIATES P.C
Accountancy firm EIN2013-12-31630812228
2012 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$357,165
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$147,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$132,632
Value of total corrective distributions2012-12-31$5,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$136,978
Value of total assets at end of year2012-12-31$1,750,116
Value of total assets at beginning of year2012-12-31$1,540,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,324
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28,283
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$69,863
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$209,256
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,750,116
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,540,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,745,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,537,511
Value of interest in common/collective trusts at end of year2012-12-31$3,807
Value of interest in common/collective trusts at beginning of year2012-12-31$3,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$191,812
Net investment gain or loss from common/collective trusts2012-12-31$92
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$67,115
Employer contributions (assets) at end of year2012-12-31$321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$132,632
Contract administrator fees2012-12-31$9,324
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 name2012-12-31MERCER AND ASSOCIATES,P.C.
Accountancy firm EIN2012-12-31630812228
2011 : THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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$95,977
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$142,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$132,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$118,363
Value of total assets at end of year2011-12-31$1,540,860
Value of total assets at beginning of year2011-12-31$1,586,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,767
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$24,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$24,226
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$68,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-46,083
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,540,860
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,586,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,537,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,583,997
Value of interest in common/collective trusts at end of year2011-12-31$3,345
Value of interest in common/collective trusts at beginning of year2011-12-31$2,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-47,032
Net investment gain or loss from common/collective trusts2011-12-31$420
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$49,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$132,293
Contract administrator fees2011-12-31$9,767
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 name2011-12-31MERCER & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31630812228

Form 5500 Responses for THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN

2022: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING 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: THE ARC OF MADISON COUNTY, INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3