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Plan Name | STAR OF HOPE TAX SHELTERED ANNUITY PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | STAR OF HOPE MISSION, INC. |
Employer identification number (EIN): | 741152599 |
NAIC Classification: | 624200 |
Additional information about STAR OF HOPE MISSION, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1921-04-12 |
Company Identification Number: | 0003626201 |
Legal Registered Office Address: |
4848 LOOP CENTRAL DR STE 500 HOUSTON United States of America (USA) 77081 |
More information about STAR OF HOPE MISSION, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2014-01-01 | CATHRYN TAYLOR | CATHRYN TAYLOR | 2014-10-08 | |
002 | 2013-01-01 | CATHRYN TAYLOR | CATHRYN TAYLOR | 2014-10-08 | |
002 | 2012-01-01 | CATHRYN TAYLOR | CATHRYN TAYLOR | 2013-10-10 | |
002 | 2011-01-01 | CARLA D NIMS | |||
002 | 2009-01-01 | CATHRYN TAYLOR |
Measure | Date | Value |
---|---|---|
2014: STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Number of employers contributing to the scheme | 2014-01-01 | 0 |
2013: STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 228 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 48 |
Total of all active and inactive participants | 2012-01-01 | 276 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 276 |
Number of participants with account balances | 2012-01-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 98 |
Total of all active and inactive participants | 2011-01-01 | 98 |
Total participants | 2011-01-01 | 98 |
Number of participants with account balances | 2011-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 84 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 39 |
Total of all active and inactive participants | 2009-01-01 | 123 |
Total participants | 2009-01-01 | 123 |
Number of participants with account balances | 2009-01-01 | 123 |
Measure | Date | Value |
---|---|---|
2014 : STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-02-20 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-20 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-20 | $0 |
Total income from all sources (including contributions) | 2014-02-20 | $-49 |
Total loss/gain on sale of assets | 2014-02-20 | $0 |
Total of all expenses incurred | 2014-02-20 | $43,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-02-20 | $43,670 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-02-20 | $0 |
Value of total assets at end of year | 2014-02-20 | $0 |
Value of total assets at beginning of year | 2014-02-20 | $43,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-02-20 | $6 |
Total interest from all sources | 2014-02-20 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-02-20 | $37 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-02-20 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-02-20 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-02-20 | $37 |
Was this plan covered by a fidelity bond | 2014-02-20 | Yes |
Value of fidelity bond cover | 2014-02-20 | $250,000 |
If this is an individual account plan, was there a blackout period | 2014-02-20 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-02-20 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-02-20 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-20 | No |
Value of net income/loss | 2014-02-20 | $-43,725 |
Value of net assets at end of year (total assets less liabilities) | 2014-02-20 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-02-20 | $43,725 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-02-20 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-02-20 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-02-20 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-02-20 | $43,725 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-02-20 | $-86 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-02-20 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-02-20 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-02-20 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-02-20 | $43,670 |
Contract administrator fees | 2014-02-20 | $6 |
Did the plan have assets held for investment | 2014-02-20 | 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 | 2014-02-20 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-02-20 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-02-20 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-02-20 | Disclaimer |
Accountancy firm name | 2014-02-20 | HARPER & PEARSON COMPANY, P.C. |
Accountancy firm EIN | 2014-02-20 | 741695589 |
2013 : STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,285,240 |
Total income from all sources (including contributions) | 2013-12-31 | $47,463 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $186,791 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $186,308 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $43,725 |
Value of total assets at beginning of year | 2013-12-31 | $1,468,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $483 |
Total interest from all sources | 2013-12-31 | $99 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $4,697 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $4,697 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at beginning of year | 2013-12-31 | $36,365 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-139,328 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $43,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $183,053 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $43,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $183,053 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $499,000 |
Interest on participant loans | 2013-12-31 | $99 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $749,875 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $21,092 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $21,575 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $186,308 |
Contract administrator fees | 2013-12-31 | $483 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,285,240 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
2012 : STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,285,240 |
Total income from all sources (including contributions) | 2012-12-31 | $322,730 |
Total of all expenses incurred | 2012-12-31 | $1,473,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,472,207 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $212,226 |
Value of total assets at end of year | 2012-12-31 | $1,468,293 |
Value of total assets at beginning of year | 2012-12-31 | $1,334,070 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,700 |
Total interest from all sources | 2012-12-31 | $20,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,506 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $3,506 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $188,699 |
Participant contributions at end of year | 2012-12-31 | $40,434 |
Participant contributions at beginning of year | 2012-12-31 | $25,827 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $23,527 |
Administrative expenses (other) incurred | 2012-12-31 | $1,700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-1,151,177 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $183,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,334,070 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $183,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $160,479 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $494,931 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $427,625 |
Interest on participant loans | 2012-12-31 | $1,017 |
Interest earned on other investments | 2012-12-31 | $19,270 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $749,875 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $720,139 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $22,463 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $64,245 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,472,207 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,285,240 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HARPER & PEARSON COMPANY, PC |
Accountancy firm EIN | 2012-12-31 | 741695589 |
2011 : STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $248,906 |
Total of all expenses incurred | 2011-12-31 | $737,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $735,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $267,483 |
Value of total assets at end of year | 2011-12-31 | $1,334,070 |
Value of total assets at beginning of year | 2011-12-31 | $1,822,419 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,816 |
Total interest from all sources | 2011-12-31 | $22,907 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $6,894 |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $6,894 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $250,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $214,149 |
Participant contributions at end of year | 2011-12-31 | $25,827 |
Participant contributions at beginning of year | 2011-12-31 | $61,210 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $53,334 |
Administrative expenses (other) incurred | 2011-12-31 | $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 | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-488,349 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,334,070 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,822,419 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $160,479 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $776,038 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $427,625 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $376,974 |
Interest on participant loans | 2011-12-31 | $1,470 |
Interest earned on other investments | 2011-12-31 | $21,437 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $720,139 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $608,197 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-26,891 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-21,487 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $735,439 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HARPER & PEARSON COMPANY, P.C. |
Accountancy firm EIN | 2011-12-31 | 741695589 |
2010 : STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $418,118 |
Total of all expenses incurred | 2010-12-31 | $44,570 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $38,150 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $4,518 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $260,729 |
Value of total assets at end of year | 2010-12-31 | $1,822,419 |
Value of total assets at beginning of year | 2010-12-31 | $1,448,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,902 |
Total interest from all sources | 2010-12-31 | $20,809 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $14,499 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $14,499 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $250,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $260,165 |
Participant contributions at end of year | 2010-12-31 | $61,210 |
Participant contributions at beginning of year | 2010-12-31 | $51,580 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $564 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $373,548 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,822,419 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,448,871 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $1,092 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $776,038 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $600,143 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $376,974 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $272,208 |
Interest on participant loans | 2010-12-31 | $1,568 |
Interest earned on other investments | 2010-12-31 | $19,241 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $608,197 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $524,940 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $74,897 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $47,184 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $38,150 |
Contract administrator fees | 2010-12-31 | $810 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HARPER & PEARSON COMPANY, P.C. |
Accountancy firm EIN | 2010-12-31 | 741695589 |
2014: STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: STAR OF HOPE TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |