401k Plan data: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION plan

403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION
Plan identification number	001

403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

COMMUNITY ACTION DEVELOPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY ACTION DEVELOPMENT CORPORATION

Employer identification number (EIN): 730775241

NAIC Classification: 624200

Additional information about COMMUNITY ACTION DEVELOPMENT CORPORATION

Jurisdiction of Incorporation: Oklahoma Secretary Of State

Incorporation Date:

Company Identification Number: 2100214370

More information about COMMUNITY ACTION DEVELOPMENT CORPORATION

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 GEORGE MOREY
001 2016-07-01 GEORGE MOREY GEORGE MOREY 2018-04-05
001 2015-07-01 GEORGE MOREY GEORGE MOREY 2017-04-04
001 2014-07-01 GEORGE MOREY GEORGE MOREY 2016-02-08
001 2013-07-01 GEORGE MOREY GEORGE MOREY 2015-04-15
001 2012-07-01 GEORGE BRENT MOREY
001 2011-07-01 BRENT MOREY
001 2009-07-01 NATHAN WILLSEY 2011-01-24 NATHAN WILLSEY 2011-01-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	GEORGE MOREY
001	2016-07-01	GEORGE MOREY		GEORGE MOREY	2018-04-05
001	2015-07-01	GEORGE MOREY		GEORGE MOREY	2017-04-04
001	2014-07-01	GEORGE MOREY		GEORGE MOREY	2016-02-08
001	2013-07-01	GEORGE MOREY		GEORGE MOREY	2015-04-15
001	2012-07-01	GEORGE BRENT MOREY
001	2011-07-01	BRENT MOREY
001	2009-07-01	NATHAN WILLSEY	2011-01-24	NATHAN WILLSEY	2011-01-24

Plan Statistics for 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION

Measure Date Value
2022: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2022 401k membership
Total participants, beginning-of-year 2022-07-01 128
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 83
Number of other retired or separated participants entitled to future benefits 2022-07-01 41
Total of all active and inactive participants 2022-07-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 2
Total participants 2022-07-01 126
Number of participants with account balances 2022-07-01 126
2021: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2021 401k membership
Total participants, beginning-of-year 2021-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 90
Number of other retired or separated participants entitled to future benefits 2021-07-01 37
Total of all active and inactive participants 2021-07-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 128
Number of participants with account balances 2021-07-01 128
2020: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2020 401k membership
Total participants, beginning-of-year 2020-07-01 147
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 88
Number of other retired or separated participants entitled to future benefits 2020-07-01 51
Total of all active and inactive participants 2020-07-01 139
Total participants 2020-07-01 139
Number of participants with account balances 2020-07-01 139
2019: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2019 401k membership
Total participants, beginning-of-year 2019-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 98
Number of other retired or separated participants entitled to future benefits 2019-07-01 49
Total of all active and inactive participants 2019-07-01 147
Total participants 2019-07-01 147
Number of participants with account balances 2019-07-01 147
2018: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2018 401k membership
Total participants, beginning-of-year 2018-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 102
Number of other retired or separated participants entitled to future benefits 2018-07-01 43
Total of all active and inactive participants 2018-07-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 146
Number of participants with account balances 2018-07-01 145
2017: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2017 401k membership
Total participants, beginning-of-year 2017-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 106
Number of other retired or separated participants entitled to future benefits 2017-07-01 41
Total of all active and inactive participants 2017-07-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 148
Number of participants with account balances 2017-07-01 148
2016: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2016 401k membership
Total participants, beginning-of-year 2016-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 107
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 41
Total of all active and inactive participants 2016-07-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 148
Number of participants with account balances 2016-07-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 7
2015: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2015 401k membership
Total participants, beginning-of-year 2015-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 106
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 19
Total of all active and inactive participants 2015-07-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 126
Number of participants with account balances 2015-07-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2014 401k membership
Total participants, beginning-of-year 2014-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 106
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 20
Total of all active and inactive participants 2014-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 127
Number of participants with account balances 2014-07-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2013 401k membership
Total participants, beginning-of-year 2013-07-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 106
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 24
Total of all active and inactive participants 2013-07-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 130
Number of participants with account balances 2013-07-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2012 401k membership
Total participants, beginning-of-year 2012-07-01 157
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 133
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 21
Total of all active and inactive participants 2012-07-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 155
Number of participants with account balances 2012-07-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2011 401k membership
Total participants, beginning-of-year 2011-07-01 147
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 131
Number of other retired or separated participants entitled to future benefits 2011-07-01 24
Total of all active and inactive participants 2011-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 2
Total participants 2011-07-01 157
Number of participants with account balances 2011-07-01 157
2009: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2009 401k membership
Total participants, beginning-of-year 2009-07-01 81
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 141
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 145
Number of participants with account balances 2009-07-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2022 401k membership
Total participants, beginning-of-year	2022-07-01	128
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	83
Number of other retired or separated participants entitled to future benefits	2022-07-01	41
Total of all active and inactive participants	2022-07-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	2
Total participants	2022-07-01	126
Number of participants with account balances	2022-07-01	126
2021: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2021 401k membership
Total participants, beginning-of-year	2021-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	90
Number of other retired or separated participants entitled to future benefits	2021-07-01	37
Total of all active and inactive participants	2021-07-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	128
Number of participants with account balances	2021-07-01	128
2020: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2020 401k membership
Total participants, beginning-of-year	2020-07-01	147
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	88
Number of other retired or separated participants entitled to future benefits	2020-07-01	51
Total of all active and inactive participants	2020-07-01	139
Total participants	2020-07-01	139
Number of participants with account balances	2020-07-01	139
2019: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2019 401k membership
Total participants, beginning-of-year	2019-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	98
Number of other retired or separated participants entitled to future benefits	2019-07-01	49
Total of all active and inactive participants	2019-07-01	147
Total participants	2019-07-01	147
Number of participants with account balances	2019-07-01	147
2018: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2018 401k membership
Total participants, beginning-of-year	2018-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	102
Number of other retired or separated participants entitled to future benefits	2018-07-01	43
Total of all active and inactive participants	2018-07-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	146
Number of participants with account balances	2018-07-01	145
2017: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2017 401k membership
Total participants, beginning-of-year	2017-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	106
Number of other retired or separated participants entitled to future benefits	2017-07-01	41
Total of all active and inactive participants	2017-07-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	148
Number of participants with account balances	2017-07-01	148
2016: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2016 401k membership
Total participants, beginning-of-year	2016-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	107
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	41
Total of all active and inactive participants	2016-07-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	148
Number of participants with account balances	2016-07-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	7
2015: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2015 401k membership
Total participants, beginning-of-year	2015-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	106
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	19
Total of all active and inactive participants	2015-07-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	126
Number of participants with account balances	2015-07-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2014 401k membership
Total participants, beginning-of-year	2014-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	106
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	20
Total of all active and inactive participants	2014-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	127
Number of participants with account balances	2014-07-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2013 401k membership
Total participants, beginning-of-year	2013-07-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	106
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	24
Total of all active and inactive participants	2013-07-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	130
Number of participants with account balances	2013-07-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2012 401k membership
Total participants, beginning-of-year	2012-07-01	157
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	133
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	21
Total of all active and inactive participants	2012-07-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	155
Number of participants with account balances	2012-07-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2011 401k membership
Total participants, beginning-of-year	2011-07-01	147
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	131
Number of other retired or separated participants entitled to future benefits	2011-07-01	24
Total of all active and inactive participants	2011-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	2
Total participants	2011-07-01	157
Number of participants with account balances	2011-07-01	157
2009: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2009 401k membership
Total participants, beginning-of-year	2009-07-01	81
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	141
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	145
Number of participants with account balances	2009-07-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION

Measure	Date	Value
2023 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2023 401k financial data
Total income from all sources (including contributions)	2023-06-30	$538,237
Total of all expenses incurred	2023-06-30	$137,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$136,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$227,736
Value of total assets at end of year	2023-06-30	$3,928,084
Value of total assets at beginning of year	2023-06-30	$3,527,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$489
Total interest from all sources	2023-06-30	$12,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$400,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$126,002
Participant contributions at end of year	2023-06-30	$5,167
Participant contributions at beginning of year	2023-06-30	$5,796
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$8,461
Assets. Loans (other than to participants) at beginning of year	2023-06-30	$68,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$400,801
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$3,928,084
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$3,527,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$2,445,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$2,069,099
Value of interest in pooled separate accounts at end of year	2023-06-30	$0
Interest earned on other investments	2023-06-30	$12,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$1,473,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$1,380,096
Net investment gain/loss from pooled separate accounts	2023-06-30	$298,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$93,273
Employer contributions (assets) at end of year	2023-06-30	$3,771
Employer contributions (assets) at beginning of year	2023-06-30	$4,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$136,947
Contract administrator fees	2023-06-30	$489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-06-30	No
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	SAUNDERS & ASSOCIATES, PLLC
Accountancy firm EIN	2023-06-30	208209116
2022 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-81,894
Total of all expenses incurred	2022-06-30	$448,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$446,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$256,778
Value of total assets at end of year	2022-06-30	$3,527,283
Value of total assets at beginning of year	2022-06-30	$4,057,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$1,725
Total interest from all sources	2022-06-30	$8,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$400,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$141,682
Participant contributions at end of year	2022-06-30	$68,202
Participant contributions at beginning of year	2022-06-30	$76,115
Participant contributions at end of year	2022-06-30	$5,796
Participant contributions at beginning of year	2022-06-30	$6,212
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$16,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-530,367
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$3,527,283
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$4,057,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,069,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$2,618,999
Value of interest in pooled separate accounts at end of year	2022-06-30	$0
Interest earned on other investments	2022-06-30	$8,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,380,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,351,957
Net investment gain/loss from pooled separate accounts	2022-06-30	$-347,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$98,948
Employer contributions (assets) at end of year	2022-06-30	$4,090
Employer contributions (assets) at beginning of year	2022-06-30	$4,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$446,748
Contract administrator fees	2022-06-30	$1,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	SAUNDERS & ASSOCIATES, PLLC
Accountancy firm EIN	2022-06-30	208209116
2021 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$974,899
Total of all expenses incurred	2021-06-30	$237,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$235,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$277,228
Value of total assets at end of year	2021-06-30	$4,057,650
Value of total assets at beginning of year	2021-06-30	$3,319,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,816
Total interest from all sources	2021-06-30	$12,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$400,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Funding deficiency by the employer to the plan for this plan year	2021-06-30	$0
Minimum employer required contribution for this plan year	2021-06-30	$0
Amount contributed by the employer to the plan for this plan year	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$103,184
Participant contributions at end of year	2021-06-30	$6,212
Participant contributions at beginning of year	2021-06-30	$8,727
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$32,237
Administrative expenses (other) incurred	2021-06-30	$1,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$737,768
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$4,057,650
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,319,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$2,618,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$1,920,254
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Interest earned on other investments	2021-06-30	$12,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,428,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,380,559
Net investment gain/loss from pooled separate accounts	2021-06-30	$685,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$141,807
Employer contributions (assets) at end of year	2021-06-30	$4,367
Employer contributions (assets) at beginning of year	2021-06-30	$10,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$235,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	SAUNDERS & ASSOCIATES, PLLC
Accountancy firm EIN	2021-06-30	208209116
2020 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$463,968
Total of all expenses incurred	2020-06-30	$119,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$117,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$366,726
Value of total assets at end of year	2020-06-30	$3,319,882
Value of total assets at beginning of year	2020-06-30	$2,975,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$1,979
Total interest from all sources	2020-06-30	$16,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	No
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$151,280
Participant contributions at end of year	2020-06-30	$8,727
Participant contributions at beginning of year	2020-06-30	$6,543
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$104,117
Administrative expenses (other) incurred	2020-06-30	$1,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$344,657
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,319,882
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,975,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$1,920,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,672,229
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Interest earned on other investments	2020-06-30	$16,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,380,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,291,732
Net investment gain/loss from pooled separate accounts	2020-06-30	$80,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$111,329
Employer contributions (assets) at end of year	2020-06-30	$10,342
Employer contributions (assets) at beginning of year	2020-06-30	$4,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$117,332
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SAUNDERS & ASSOCIATES, PLLC
Accountancy firm EIN	2020-06-30	208209116
2019 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$373,706
Total of all expenses incurred	2019-06-30	$182,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$180,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$254,301
Value of total assets at end of year	2019-06-30	$2,975,225
Value of total assets at beginning of year	2019-06-30	$2,784,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$2,088
Total interest from all sources	2019-06-30	$16,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$0
Amount contributed by the employer to the plan for this plan year	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$108,507
Participant contributions at end of year	2019-06-30	$6,543
Participant contributions at beginning of year	2019-06-30	$6,112
Administrative expenses (other) incurred	2019-06-30	$2,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$190,708
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,975,225
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,784,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$1,672,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,553,952
Value of interest in pooled separate accounts at end of year	2019-06-30	$0
Interest earned on other investments	2019-06-30	$16,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,291,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,219,731
Net investment gain/loss from pooled separate accounts	2019-06-30	$103,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$145,794
Employer contributions (assets) at end of year	2019-06-30	$4,721
Employer contributions (assets) at beginning of year	2019-06-30	$4,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$180,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SAUNDERS & ASSOCIATES, PLLC
Accountancy firm EIN	2019-06-30	208209116
2018 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$398,925
Total of all expenses incurred	2018-06-30	$105,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$103,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$258,641
Value of total assets at end of year	2018-06-30	$2,784,517
Value of total assets at beginning of year	2018-06-30	$2,490,865
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$2,189
Total interest from all sources	2018-06-30	$11,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$0
Amount contributed by the employer to the plan for this plan year	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$146,392
Participant contributions at end of year	2018-06-30	$6,112
Participant contributions at beginning of year	2018-06-30	$5,991
Administrative expenses (other) incurred	2018-06-30	$2,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$293,652
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,784,517
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,490,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,553,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,333,533
Interest earned on other investments	2018-06-30	$11,231
Value of interest in common/collective trusts at end of year	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,219,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,146,662
Net investment gain/loss from pooled separate accounts	2018-06-30	$129,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$112,249
Employer contributions (assets) at end of year	2018-06-30	$4,722
Employer contributions (assets) at beginning of year	2018-06-30	$4,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$103,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SAUNDERS & ASSOCIATES, PLLC
Accountancy firm EIN	2018-06-30	208209116
2017 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$412,075
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$101,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$99,734
Expenses. Certain deemed distributions of participant loans	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$246,765
Value of total assets at end of year	2017-06-30	$2,490,865
Value of total assets at beginning of year	2017-06-30	$2,180,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$2,035
Total interest from all sources	2017-06-30	$9,700
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$107,754
Participant contributions at end of year	2017-06-30	$4,679
Participant contributions at beginning of year	2017-06-30	$5,453
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$2,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$310,306
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,490,865
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,180,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,333,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,162,561
Interest on participant loans	2017-06-30	$0
Interest earned on other investments	2017-06-30	$9,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,146,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,008,383
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from pooled separate accounts	2017-06-30	$155,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$139,011
Employer contributions (assets) at end of year	2017-06-30	$5,991
Employer contributions (assets) at beginning of year	2017-06-30	$4,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$99,734
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SAUNDERS & ASSOCIATES, PLLC
Accountancy firm EIN	2017-06-30	208209116
2016 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$235,508
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$121,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$119,299
Expenses. Certain deemed distributions of participant loans	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$236,740
Value of total assets at end of year	2016-06-30	$2,180,559
Value of total assets at beginning of year	2016-06-30	$2,066,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$2,222
Total interest from all sources	2016-06-30	$8,768
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$127,718
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Participant contributions at end of year	2016-06-30	$5,453
Participant contributions at beginning of year	2016-06-30	$5,326
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$11,080
Administrative expenses (other) incurred	2016-06-30	$2,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$113,987
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,180,559
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,066,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,162,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,078,479
Interest on participant loans	2016-06-30	$0
Interest earned on other investments	2016-06-30	$8,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,008,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$978,666
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from pooled separate accounts	2016-06-30	$-10,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$97,942
Employer contributions (assets) at end of year	2016-06-30	$4,162
Employer contributions (assets) at beginning of year	2016-06-30	$4,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$119,299
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	SAUNDERS & ASSOCIATES PLLC
Accountancy firm EIN	2016-06-30	208209116
2015 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$293,821
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$173,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$173,594
Expenses. Certain deemed distributions of participant loans	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$230,213
Value of total assets at end of year	2015-06-30	$2,066,572
Value of total assets at beginning of year	2015-06-30	$1,946,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$357
Total interest from all sources	2015-06-30	$13,881
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$128,715
Participant contributions at end of year	2015-06-30	$5,326
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$9,353
Administrative expenses (other) incurred	2015-06-30	$357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$119,870
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,066,572
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$1,946,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,078,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$962,251
Interest on participant loans	2015-06-30	$0
Interest earned on other investments	2015-06-30	$13,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$978,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$984,451
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from pooled separate accounts	2015-06-30	$40,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$101,498
Employer contributions (assets) at end of year	2015-06-30	$4,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$173,594
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	SAUNDERS & ASSOCIATES, PLLC
Accountancy firm EIN	2015-06-30	208209116
2014 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$382,512
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$241,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$241,539
Expenses. Certain deemed distributions of participant loans	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$215,005
Value of total assets at end of year	2014-06-30	$1,946,702
Value of total assets at beginning of year	2014-06-30	$1,805,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$12,634
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$117,207
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$5,676
Other income not declared elsewhere	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$140,973
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$1,946,702
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,805,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$962,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$813,214
Interest on participant loans	2014-06-30	$0
Interest earned on other investments	2014-06-30	$12,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$984,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$992,515
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from pooled separate accounts	2014-06-30	$154,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$92,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$241,539
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	RONALD C COTTRELL, CPA
Accountancy firm EIN	2014-06-30	203712328
2013 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$333,413
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$147,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$147,752
Expenses. Certain deemed distributions of participant loans	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$220,175
Value of total assets at end of year	2013-06-30	$1,805,729
Value of total assets at beginning of year	2013-06-30	$1,648,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$21,805
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$117,772
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$3,490
Administrative expenses (other) incurred	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$185,661
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$1,805,729
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,648,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$813,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$858,445
Interest on participant loans	2013-06-30	$0
Interest earned on other investments	2013-06-30	$21,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$992,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$790,554
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from pooled separate accounts	2013-06-30	$91,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$98,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$147,752
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	RONALD C. COTTRELL, CPA
Accountancy firm EIN	2013-06-30	203712328
2012 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2012 401k financial data
Total transfer of assets to this plan	2012-06-30	$52,531
Total income from all sources (including contributions)	2012-06-30	$250,075
Total of all expenses incurred	2012-06-30	$229,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$229,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$240,807
Value of total assets at end of year	2012-06-30	$1,648,999
Value of total assets at beginning of year	2012-06-30	$1,575,650
Total interest from all sources	2012-06-30	$14,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$126,232
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$1,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$20,818
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,648,999
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,575,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$858,445
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$811,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$14,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$790,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$764,050
Net investment gain/loss from pooled separate accounts	2012-06-30	$-4,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$112,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$229,257
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	NATHAN WILLSEY CPA PLLC
Accountancy firm EIN	2012-06-30	274478967
2011 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2011 401k financial data
Total transfer of assets to this plan	2011-06-30	$95,566
Total transfer of assets from this plan	2011-06-30	$35,697
Total income from all sources (including contributions)	2011-06-30	$272,026
Total of all expenses incurred	2011-06-30	$140,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$140,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$155,518
Value of total assets at end of year	2011-06-30	$1,575,650
Value of total assets at beginning of year	2011-06-30	$1,384,694
Total interest from all sources	2011-06-30	$17,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$83,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$131,086
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,575,650
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,384,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$811,600
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$655,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$17,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$764,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$729,078
Net investment gain/loss from pooled separate accounts	2011-06-30	$98,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$72,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$140,940
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	NATHAN WILLSEY CPA PLLC
Accountancy firm EIN	2011-06-30	274478967
2010 : 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION

2022: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2021: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

C006150

Policy instance

Insurance contract or identification number	C006150
Number of Individuals Covered	19
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of fees paid to insurance company	USD $247
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	247
Additional information about fees paid to insurance broker	ACCOUNT FEES
Insurance broker organization code?	3

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

Policy contract number

057713C

Policy instance

Insurance contract or identification number	057713C
Number of Individuals Covered	126
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

C006150

Policy instance

Insurance contract or identification number	C006150
Number of Individuals Covered	19
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of fees paid to insurance company	USD $279
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	279
Additional information about fees paid to insurance broker	ACCOUNT FEES
Insurance broker organization code?	3

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

Policy contract number

057713C

Policy instance

Insurance contract or identification number	057713C
Number of Individuals Covered	109
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of fees paid to insurance company	USD $206
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	206
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

C006150

Policy instance

Insurance contract or identification number	C006150
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of fees paid to insurance company	USD $285
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	285
Additional information about fees paid to insurance broker	ACCOUNT FEES
Insurance broker organization code?	3

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

Policy contract number

057713C

Policy instance

Insurance contract or identification number	057713C
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of fees paid to insurance company	USD $206
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	206
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

C006150

Policy instance

Insurance contract or identification number	C006150
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of fees paid to insurance company	USD $336
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	336
Additional information about fees paid to insurance broker	ACCOUNT FEES
Insurance broker organization code?	3

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

Policy contract number

057713C

Policy instance

Insurance contract or identification number	057713C
Number of Individuals Covered	127
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of fees paid to insurance company	USD $317
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	317
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

C006150

Policy instance

Insurance contract or identification number	C006150
Number of Individuals Covered	20
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of fees paid to insurance company	USD $335
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	335
Additional information about fees paid to insurance broker	ACCOUNT FEES
Insurance broker organization code?	3

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

Policy contract number

057713C

Policy instance

Insurance contract or identification number	057713C
Number of Individuals Covered	125
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of fees paid to insurance company	USD $970
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	970
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

057713C

Policy instance

Insurance contract or identification number	057713C
Number of Individuals Covered	128
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of fees paid to insurance company	USD $243
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

C006150

Policy instance

Insurance contract or identification number	C006150
Number of Individuals Covered	20
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of fees paid to insurance company	USD $364
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COMMUNITY ACTION DEVELOPMENT CORPORATION
Employer identification number (EIN):	730775241
NAIC Classification:	624200

Jurisdiction of Incorporation:	Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number:	2100214370