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403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 401k Plan overview

Plan Name403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY
Plan identification number 001

403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

AJFC COMMUNITY ACTION AGENCY has sponsored the creation of one or more 401k plans.

Company Name:AJFC COMMUNITY ACTION AGENCY
Employer identification number (EIN):640442959
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-02-01
0012019-02-01
0012018-02-01
0012018-02-01
0012017-02-01SANDRA D. SEWELL2018-11-15 SANDRA D. SEWELL2018-11-15
0012017-02-01SANDRA D. SEWELL2018-11-15 SANDRA D. SEWELL2018-11-15
0012016-02-01MS. SANDRA D. SEWELL2017-08-07 MS. SANDRA D. SEWELL2017-08-07
0012016-02-01 MS. SANDRA D. SEWELL2017-08-07
0012015-02-01MS. SANDRA D. SEWELL2016-11-10 MS. SANDRA D. SEWELL2016-11-10
0012014-02-01MS. SANDRA D. SEWELL MS. SANDRA D. SEWELL2015-07-27
0012014-02-01MS. SANDRA D. SEWELL MS. SANDRA D. SEWELL2015-07-27
0012013-02-01MS. SANDRA D. SEWELL MS. SANDRA D. SEWELL2014-11-06
0012012-02-01MS. SANDRA D. SEWELL MS. SANDRA D. SEWELL2013-08-15
0012011-02-01MS. SANDRA D. SEWELL MS. SANDRA D. SEWELL2012-08-15
0012010-02-01MS. SANDRA D. SEWELL MS. SANDRA D. SEWELL2011-08-03
0012009-02-01MS. SANDRA D. SEWELL MS. SANDRA D. SEWELL2010-11-08

Plan Statistics for 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY

401k plan membership statisitcs for 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY

Measure Date Value
2020: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2020 401k membership
Total participants, beginning-of-year2020-02-01211
Total number of active participants reported on line 7a of the Form 55002020-02-01160
Number of other retired or separated participants entitled to future benefits2020-02-0136
Total of all active and inactive participants2020-02-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-014
Total participants2020-02-01200
Number of participants with account balances2020-02-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-012
2019: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2019 401k membership
Total participants, beginning-of-year2019-02-01229
Total number of active participants reported on line 7a of the Form 55002019-02-01175
Number of other retired or separated participants entitled to future benefits2019-02-0132
Total of all active and inactive participants2019-02-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-014
Total participants2019-02-01211
Number of participants with account balances2019-02-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-016
2018: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2018 401k membership
Total participants, beginning-of-year2018-02-01209
Total number of active participants reported on line 7a of the Form 55002018-02-01192
Number of other retired or separated participants entitled to future benefits2018-02-0134
Total of all active and inactive participants2018-02-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-013
Total participants2018-02-01229
Number of participants with account balances2018-02-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-015
2017: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2017 401k membership
Total participants, beginning-of-year2017-02-01222
Total number of active participants reported on line 7a of the Form 55002017-02-01182
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-0125
Total of all active and inactive participants2017-02-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-012
Total participants2017-02-01209
Number of participants with account balances2017-02-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-013
2016: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2016 401k membership
Total participants, beginning-of-year2016-02-01212
Total number of active participants reported on line 7a of the Form 55002016-02-01196
Total of all active and inactive participants2016-02-01196
Total participants2016-02-01196
2015: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2015 401k membership
Total participants, beginning-of-year2015-02-01165
Total number of active participants reported on line 7a of the Form 55002015-02-01187
Number of other retired or separated participants entitled to future benefits2015-02-0123
Total of all active and inactive participants2015-02-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-012
Total participants2015-02-01212
Number of participants with account balances2015-02-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-0111
2014: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2014 401k membership
Total participants, beginning-of-year2014-02-01162
Number of other retired or separated participants entitled to future benefits2014-02-0119
Total of all active and inactive participants2014-02-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-014
Total participants2014-02-0123
Number of participants with account balances2014-02-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-015
2013: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2013 401k membership
Total participants, beginning-of-year2013-02-01169
Total number of active participants reported on line 7a of the Form 55002013-02-01145
Number of other retired or separated participants entitled to future benefits2013-02-0116
Total of all active and inactive participants2013-02-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-011
Total participants2013-02-01162
Number of participants with account balances2013-02-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2012 401k membership
Total participants, beginning-of-year2012-02-01166
Total number of active participants reported on line 7a of the Form 55002012-02-01158
Number of other retired or separated participants entitled to future benefits2012-02-019
Total of all active and inactive participants2012-02-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-012
Total participants2012-02-01169
Number of participants with account balances2012-02-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-011
2011: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2011 401k membership
Total participants, beginning-of-year2011-02-01155
Total number of active participants reported on line 7a of the Form 55002011-02-01157
Total of all active and inactive participants2011-02-01157
Total participants2011-02-01157
Number of participants with account balances2011-02-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-012
2010: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2010 401k membership
Total participants, beginning-of-year2010-02-01148
Total number of active participants reported on line 7a of the Form 55002010-02-01146
Number of other retired or separated participants entitled to future benefits2010-02-019
Total of all active and inactive participants2010-02-01155
Total participants2010-02-01155
Number of participants with account balances2010-02-01155
2009: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2009 401k membership
Total participants, beginning-of-year2009-02-01152
Total number of active participants reported on line 7a of the Form 55002009-02-01140
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-017
Total of all active and inactive participants2009-02-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-011
Total participants2009-02-01148
Number of participants with account balances2009-02-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-011

Financial Data on 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY

Measure Date Value
2021 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2021 401k financial data
Total income from all sources (including contributions)2021-01-31$316,629
Total of all expenses incurred2021-01-31$167,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$164,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$203,270
Value of total assets at end of year2021-01-31$1,729,857
Value of total assets at beginning of year2021-01-31$1,580,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$2,623
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$113,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$113,359
Was this plan covered by a fidelity bond2021-01-31No
If this is an individual account plan, was there a blackout period2021-01-31No
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$104,189
Administrative expenses (other) incurred2021-01-31$2,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$149,541
Value of net assets at end of year (total assets less liabilities)2021-01-31$1,729,857
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$1,580,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$668,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$556,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-01-31$1,061,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-01-31$1,024,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$99,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$164,465
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-01-31No
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31THE GILLON GROUP, PLLC
Accountancy firm EIN2021-01-31262480865
2020 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2020 401k financial data
Total income from all sources (including contributions)2020-01-31$293,117
Total of all expenses incurred2020-01-31$354,302
Total of all expenses incurred2020-01-31$354,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$351,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$351,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$190,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$190,576
Value of total assets at end of year2020-01-31$1,580,316
Value of total assets at end of year2020-01-31$1,580,316
Value of total assets at beginning of year2020-01-31$1,641,501
Value of total assets at beginning of year2020-01-31$1,641,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$2,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$2,491
Total interest from all sources2020-01-31$9,268
Total interest from all sources2020-01-31$9,268
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$93,273
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$93,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$93,273
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$93,273
Was this plan covered by a fidelity bond2020-01-31No
Was this plan covered by a fidelity bond2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$96,627
Contributions received from participants2020-01-31$96,627
Administrative expenses (other) incurred2020-01-31$2,491
Administrative expenses (other) incurred2020-01-31$2,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$-61,185
Value of net income/loss2020-01-31$-61,185
Value of net assets at end of year (total assets less liabilities)2020-01-31$1,580,316
Value of net assets at end of year (total assets less liabilities)2020-01-31$1,580,316
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$1,641,501
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$1,641,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$556,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$556,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$512,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$512,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$9,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$9,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$1,024,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$1,024,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$1,119,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$1,119,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$93,949
Contributions received in cash from employer2020-01-31$93,949
Employer contributions (assets) at beginning of year2020-01-31$8,936
Employer contributions (assets) at beginning of year2020-01-31$8,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$351,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$351,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-01-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-01-31No
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31THE GILLON GROUP
Accountancy firm name2020-01-31THE GILLON GROUP
Accountancy firm EIN2020-01-31262480865
Accountancy firm EIN2020-01-31262480865
2019 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2019 401k financial data
Total income from all sources (including contributions)2019-01-31$166,845
Total of all expenses incurred2019-01-31$192,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$190,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$179,483
Value of total assets at end of year2019-01-31$1,641,501
Value of total assets at beginning of year2019-01-31$1,667,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$2,596
Total interest from all sources2019-01-31$-12,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Was this plan covered by a fidelity bond2019-01-31No
If this is an individual account plan, was there a blackout period2019-01-31No
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Contributions received from participants2019-01-31$87,195
Administrative expenses (other) incurred2019-01-31$2,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$-25,792
Value of net assets at end of year (total assets less liabilities)2019-01-31$1,641,501
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$1,667,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-31$512,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-31$544,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-01-31$-12,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-01-31$1,119,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-01-31$1,123,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31No
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Contributions received in cash from employer2019-01-31$92,288
Employer contributions (assets) at end of year2019-01-31$8,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$190,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-01-31No
Did the plan have assets held for investment2019-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31Yes
Opinion of an independent qualified public accountant for this plan2019-01-31Disclaimer
Accountancy firm name2019-01-31THE GILLON GROUP, PLLC
Accountancy firm EIN2019-01-31262480865
2018 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2018 401k financial data
Total income from all sources (including contributions)2018-01-31$301,079
Total of all expenses incurred2018-01-31$257,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$254,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$204,954
Value of total assets at end of year2018-01-31$1,667,293
Value of total assets at beginning of year2018-01-31$1,623,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$2,521
Total interest from all sources2018-01-31$96,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Was this plan covered by a fidelity bond2018-01-31No
If this is an individual account plan, was there a blackout period2018-01-31No
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$105,905
Administrative expenses (other) incurred2018-01-31$2,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$43,973
Value of net assets at end of year (total assets less liabilities)2018-01-31$1,667,293
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$1,623,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$544,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$462,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$96,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-31$1,123,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-31$1,161,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$99,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$254,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-01-31No
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31THE GILLON GROUP, PLLC
Accountancy firm EIN2018-01-31262480865
2017 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2017 401k financial data
Total income from all sources (including contributions)2017-01-31$335,734
Total of all expenses incurred2017-01-31$272,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$270,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$254,116
Value of total assets at end of year2017-01-31$1,623,320
Value of total assets at beginning of year2017-01-31$1,560,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$2,489
Total interest from all sources2017-01-31$81,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Was this plan covered by a fidelity bond2017-01-31No
If this is an individual account plan, was there a blackout period2017-01-31No
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$133,565
Income. Received or receivable in cash from other sources (including rollovers)2017-01-31$58
Administrative expenses (other) incurred2017-01-31$2,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$63,039
Value of net assets at end of year (total assets less liabilities)2017-01-31$1,623,320
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$1,560,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$462,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$442,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$81,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-01-31$1,161,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-01-31$1,118,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$120,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$270,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-01-31No
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31THE GILLON GROUP, PLLC
Accountancy firm EIN2017-01-31262480865
2016 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2016 401k financial data
Total income from all sources (including contributions)2016-01-31$205,034
Total of all expenses incurred2016-01-31$199,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$197,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$219,986
Value of total assets at end of year2016-01-31$1,560,281
Value of total assets at beginning of year2016-01-31$1,554,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$1,453
Total interest from all sources2016-01-31$10,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Was this plan covered by a fidelity bond2016-01-31No
If this is an individual account plan, was there a blackout period2016-01-31No
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$116,908
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$485
Administrative expenses (other) incurred2016-01-31$1,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$5,940
Value of net assets at end of year (total assets less liabilities)2016-01-31$1,560,281
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$1,554,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$442,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$475,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$10,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-01-31$1,118,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-01-31$1,079,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-25,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$102,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$197,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-01-31No
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31THE GILLON GROUP, PLLC
Accountancy firm EIN2016-01-31262480865
2015 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2015 401k financial data
Total transfer of assets to this plan2015-01-31$42,640
Total income from all sources (including contributions)2015-01-31$162,219
Total of all expenses incurred2015-01-31$128,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$128,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$151,673
Value of total assets at end of year2015-01-31$1,079,089
Value of total assets at beginning of year2015-01-31$1,002,560
Total interest from all sources2015-01-31$10,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Was this plan covered by a fidelity bond2015-01-31No
If this is an individual account plan, was there a blackout period2015-01-31No
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$81,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$33,889
Value of net assets at end of year (total assets less liabilities)2015-01-31$1,079,089
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$1,002,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$475,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$462,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-31$10,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-01-31$1,079,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-01-31$1,002,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$29,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$70,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$128,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-01-31No
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31Yes
Opinion of an independent qualified public accountant for this plan2015-01-31Disclaimer
Accountancy firm name2015-01-31THE GILLON GROUP, PLLC
Accountancy firm EIN2015-01-31262480865
2014 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2014 401k financial data
Total transfer of assets to this plan2014-01-31$5,516
Total income from all sources (including contributions)2014-01-31$178,750
Total of all expenses incurred2014-01-31$152,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$152,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$168,406
Value of total assets at end of year2014-01-31$1,002,560
Value of total assets at beginning of year2014-01-31$970,922
Total interest from all sources2014-01-31$10,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Was this plan covered by a fidelity bond2014-01-31No
If this is an individual account plan, was there a blackout period2014-01-31No
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$90,091
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$26,122
Value of net assets at end of year (total assets less liabilities)2014-01-31$1,002,560
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$970,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$462,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$394,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$10,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-01-31$1,002,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-01-31$970,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$64,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$78,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$152,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-01-31No
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31THE GILLON GROUP, PLLC
Accountancy firm EIN2014-01-31262480865
2013 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2013 401k financial data
Total transfer of assets to this plan2013-01-31$63,187
Total income from all sources (including contributions)2013-01-31$188,000
Total of all expenses incurred2013-01-31$102,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$102,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$173,754
Value of total assets at end of year2013-01-31$970,922
Value of total assets at beginning of year2013-01-31$822,212
Total interest from all sources2013-01-31$14,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Was this plan covered by a fidelity bond2013-01-31No
If this is an individual account plan, was there a blackout period2013-01-31No
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$91,414
Income. Received or receivable in cash from other sources (including rollovers)2013-01-31$1,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$85,523
Value of net assets at end of year (total assets less liabilities)2013-01-31$970,922
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$822,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$14,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-01-31$970,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-01-31$822,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$80,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$102,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-01-31No
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31THE GILLON GROUP, PLLC
Accountancy firm EIN2013-01-31262480865
2012 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2012 401k financial data
Total transfer of assets to this plan2012-01-31$43,620
Total income from all sources (including contributions)2012-01-31$155,259
Total of all expenses incurred2012-01-31$37,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$37,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$140,720
Value of total assets at end of year2012-01-31$822,211
Value of total assets at beginning of year2012-01-31$660,983
Total interest from all sources2012-01-31$14,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Was this plan covered by a fidelity bond2012-01-31No
If this is an individual account plan, was there a blackout period2012-01-31No
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$73,821
Income. Received or receivable in cash from other sources (including rollovers)2012-01-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$117,608
Value of net assets at end of year (total assets less liabilities)2012-01-31$822,211
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$660,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$14,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-01-31$822,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-01-31$660,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$66,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$37,651
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-01-31No
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31THE GILLON GROUP, PLLC
Accountancy firm EIN2012-01-31262480865
2011 : 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2011 401k financial data
Value of total assets at end of year2011-01-31$660,983
Value of total assets at beginning of year2011-01-31$519,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31No
If this is an individual account plan, was there a blackout period2011-01-31No
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net assets at end of year (total assets less liabilities)2011-01-31$660,983
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$519,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-01-31$660,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-31$519,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No

Form 5500 Responses for 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY

2020: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedYes
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedYes
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedYes
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedYes
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedYes
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF AJFC COMMUNITY ACTION AGENCY 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01This submission is the final filingNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057000-J
Policy instance 1
Insurance contract or identification number057000-J
Number of Individuals Covered200
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $570
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $570
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057000-J
Policy instance 1
Insurance contract or identification number057000-J
Number of Individuals Covered211
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $660
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057000-J
Policy instance 1
Insurance contract or identification number057000-J
Number of Individuals Covered229
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $875
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees875
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057000-J
Policy instance 1
Insurance contract or identification number057000-J
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $264
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees264
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW ORLEANS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057000-J
Policy instance 1
Insurance contract or identification number057000-J
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $913
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees913
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW ORLEANS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057000-J
Policy instance 1
Insurance contract or identification number057000-J
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $433
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees433
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNEW ORLEANS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057000-J
Policy instance 1
Insurance contract or identification number057000-J
Number of Individuals Covered145
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $401
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees401
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameNEW ORLEANS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057000-J
Policy instance 1
Insurance contract or identification number057000-J
Number of Individuals Covered169
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $74
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees37
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameROBERT JONES
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057000J
Policy instance 1
Insurance contract or identification number057000J
Number of Individuals Covered166
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $159
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057000J
Policy instance 1
Insurance contract or identification number057000J
Number of Individuals Covered155
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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