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EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 CORPORATION OF SOU TH TEXAS has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION CORPORATION OF SOU TH TEXAS
Employer identification number (EIN):741679824
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-02-01
0012022-02-01
0012021-02-01
0012020-02-01
0012019-02-01
0012018-02-01
0012017-02-01THERESA PEREZ
0012017-02-01
0012016-02-01THERESA PEREZ THERESA PEREZ2017-11-07
0012016-02-01
0012015-02-01THERESA PEREZ THERESA PEREZ2016-11-14
0012015-02-01
0012015-02-01
0012014-02-01THERESA PEREZ
0012014-02-01
0012014-02-01
0012014-02-01
0012014-02-01
0012013-02-01THERESA PEREZ
0012012-02-01THERESA PEREZ
0012011-02-01REBECCA RAYMOND
0012009-02-01REBECCA RAYMOND
0012007-02-01

Plan Statistics for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2022 401k membership
Total participants, beginning-of-year2022-02-01860
Total number of active participants reported on line 7a of the Form 55002022-02-01683
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-01378
Total of all active and inactive participants2022-02-011,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-011
Total participants2022-02-011,062
Number of participants with account balances2022-02-01976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-0123
2021: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2021 401k membership
Total participants, beginning-of-year2021-02-011,151
Total number of active participants reported on line 7a of the Form 55002021-02-01784
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-01190
Total of all active and inactive participants2021-02-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-0110
Total participants2021-02-01984
Number of participants with account balances2021-02-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-01126
2020: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2020 401k membership
Total participants, beginning-of-year2020-02-01952
Total number of active participants reported on line 7a of the Form 55002020-02-01808
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-01333
Total of all active and inactive participants2020-02-011,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-0110
Total participants2020-02-011,151
Number of participants with account balances2020-02-011,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-0165
2019: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2019 401k membership
Total participants, beginning-of-year2019-02-01995
Total number of active participants reported on line 7a of the Form 55002019-02-01627
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-01319
Total of all active and inactive participants2019-02-01946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-016
Total participants2019-02-01952
Number of participants with account balances2019-02-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-0149
2018: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2018 401k membership
Total participants, beginning-of-year2018-02-01867
Total number of active participants reported on line 7a of the Form 55002018-02-01585
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-01404
Total of all active and inactive participants2018-02-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-016
Total participants2018-02-01995
Number of participants with account balances2018-02-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-0136
2017: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2017 401k membership
Total participants, beginning-of-year2017-02-01882
Total number of active participants reported on line 7a of the Form 55002017-02-01575
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-01287
Total of all active and inactive participants2017-02-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-015
Total participants2017-02-01867
Number of participants with account balances2017-02-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-0141
2016: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2016 401k membership
Total participants, beginning-of-year2016-02-01857
Total number of active participants reported on line 7a of the Form 55002016-02-01592
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-01283
Total of all active and inactive participants2016-02-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-017
Total participants2016-02-01882
Number of participants with account balances2016-02-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-0163
2015: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2015 401k membership
Total participants, beginning-of-year2015-02-01716
Total number of active participants reported on line 7a of the Form 55002015-02-01559
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-01292
Total of all active and inactive participants2015-02-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-016
Total participants2015-02-01857
Number of participants with account balances2015-02-01856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-0194
2014: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2014 401k membership
Total participants, beginning-of-year2014-02-01689
Total number of active participants reported on line 7a of the Form 55002014-02-01561
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-01154
Total of all active and inactive participants2014-02-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-011
Total participants2014-02-01716
Number of participants with account balances2014-02-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-0116
2013: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2013 401k membership
Total participants, beginning-of-year2013-02-01688
Total number of active participants reported on line 7a of the Form 55002013-02-01459
Number of retired or separated participants receiving benefits2013-02-0115
Number of other retired or separated participants entitled to future benefits2013-02-01215
Total of all active and inactive participants2013-02-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-01689
Number of participants with account balances2013-02-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-0124
2012: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2012 401k membership
Total participants, beginning-of-year2012-02-01712
Total number of active participants reported on line 7a of the Form 55002012-02-01465
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-01202
Total of all active and inactive participants2012-02-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-01667
Number of participants with account balances2012-02-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-0126
2011: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2011 401k membership
Total participants, beginning-of-year2011-02-01709
Total number of active participants reported on line 7a of the Form 55002011-02-01476
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-01220
Total of all active and inactive participants2011-02-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01696
Number of participants with account balances2011-02-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-0145
2009: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2009 401k membership
Total participants, beginning-of-year2009-02-01584
Total number of active participants reported on line 7a of the Form 55002009-02-01489
Number of retired or separated participants receiving benefits2009-02-015
Number of other retired or separated participants entitled to future benefits2009-02-01161
Total of all active and inactive participants2009-02-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-01655
Number of participants with account balances2009-02-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-0128

Financial Data on EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

Measure Date Value
2023 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-31$0
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total transfer of assets from this plan2023-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total income from all sources (including contributions)2023-01-31$962,518
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$782,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$770,303
Expenses. Certain deemed distributions of participant loans2023-01-31$4,803
Value of total corrective distributions2023-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$1,833,464
Value of total assets at end of year2023-01-31$13,694,817
Value of total assets at beginning of year2023-01-31$13,514,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$7,438
Total interest from all sources2023-01-31$2,008
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$0
Assets. Real estate other than employer real property at end of year2023-01-31$0
Assets. Real estate other than employer real property at beginning of year2023-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-31$0
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$500,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$791,391
Participant contributions at end of year2023-01-31$465,318
Participant contributions at beginning of year2023-01-31$422,092
Participant contributions at end of year2023-01-31$0
Participant contributions at beginning of year2023-01-31$0
Assets. Other investments not covered elsewhere at end of year2023-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-31$346,764
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-31$0
Assets. Loans (other than to participants) at end of year2023-01-31$0
Assets. Loans (other than to participants) at beginning of year2023-01-31$0
Other income not declared elsewhere2023-01-31$0
Administrative expenses (other) incurred2023-01-31$7,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Income. Non cash contributions2023-01-31$0
Value of net income/loss2023-01-31$179,974
Value of net assets at end of year (total assets less liabilities)2023-01-31$13,694,817
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$13,514,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Assets. partnership/joint venture interests at end of year2023-01-31$0
Assets. partnership/joint venture interests at beginning of year2023-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$0
Value of interest in pooled separate accounts at end of year2023-01-31$12,885,607
Value of interest in pooled separate accounts at beginning of year2023-01-31$12,833,493
Interest on participant loans2023-01-31$844
Income. Interest from loans (other than to participants)2023-01-31$0
Interest earned on other investments2023-01-31$1,164
Income. Interest from US Government securities2023-01-31$0
Income. Interest from corporate debt instruments2023-01-31$0
Value of interest in master investment trust accounts at end of year2023-01-31$0
Value of interest in master investment trust accounts at beginning of year2023-01-31$0
Value of interest in common/collective trusts at end of year2023-01-31$0
Value of interest in common/collective trusts at beginning of year2023-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-31$343,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-31$259,258
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-31$0
Asset value of US Government securities at end of year2023-01-31$0
Asset value of US Government securities at beginning of year2023-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$0
Net investment gain/loss from pooled separate accounts2023-01-31$-872,954
Net investment gain or loss from common/collective trusts2023-01-31$0
Net gain/loss from 103.12 investment entities2023-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$695,309
Employer contributions (assets) at end of year2023-01-31$0
Employer contributions (assets) at beginning of year2023-01-31$0
Income. Dividends from preferred stock2023-01-31$0
Income. Dividends from common stock2023-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$770,303
Asset. Corporate debt instrument preferred debt at end of year2023-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-31$0
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Aggregate proceeds on sale of assets2023-01-31$0
Aggregate carrying amount (costs) on sale of assets2023-01-31$0
Opinion of an independent qualified public accountant for this plan2023-01-31Disclaimer
Accountancy firm name2023-01-31PARKER FOWLER & CO PLLC
Accountancy firm EIN2023-01-31742900323
2022 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total income from all sources (including contributions)2022-01-31$2,723,604
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$841,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$774,663
Expenses. Certain deemed distributions of participant loans2022-01-31$1,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$1,369,989
Value of total assets at end of year2022-01-31$13,513,193
Value of total assets at beginning of year2022-01-31$11,631,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$65,408
Total interest from all sources2022-01-31$22,567
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$500,000
If this is an individual account plan, was there a blackout period2022-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$689,822
Participant contributions at end of year2022-01-31$420,442
Participant contributions at beginning of year2022-01-31$463,515
Income. Received or receivable in cash from other sources (including rollovers)2022-01-31$25,060
Other income not declared elsewhere2022-01-31$0
Administrative expenses (other) incurred2022-01-31$65,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$1,881,884
Value of net assets at end of year (total assets less liabilities)2022-01-31$13,513,193
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$11,631,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$12,833,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$10,933,078
Interest on participant loans2022-01-31$20,272
Interest earned on other investments2022-01-31$2,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-31$259,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-31$234,716
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-31$0
Net investment gain/loss from pooled separate accounts2022-01-31$1,331,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$655,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$774,663
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Disclaimer
Accountancy firm name2022-01-31PARK FOWLER & CO., PLLC
Accountancy firm EIN2022-01-31742900323
2021 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total income from all sources (including contributions)2021-01-31$2,712,514
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$700,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$680,642
Expenses. Certain deemed distributions of participant loans2021-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$1,390,851
Value of total assets at end of year2021-01-31$11,631,309
Value of total assets at beginning of year2021-01-31$9,618,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$19,489
Total interest from all sources2021-01-31$26,322
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$500,000
If this is an individual account plan, was there a blackout period2021-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$680,204
Participant contributions at end of year2021-01-31$463,515
Participant contributions at beginning of year2021-01-31$484,674
Income. Received or receivable in cash from other sources (including rollovers)2021-01-31$39,235
Other income not declared elsewhere2021-01-31$0
Administrative expenses (other) incurred2021-01-31$19,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$2,012,383
Value of net assets at end of year (total assets less liabilities)2021-01-31$11,631,309
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$9,618,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$10,933,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$8,927,339
Interest on participant loans2021-01-31$24,105
Interest earned on other investments2021-01-31$2,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-01-31$234,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-01-31$206,913
Expenses. Payments to insurance carriers foe the provision of benefits2021-01-31$0
Net investment gain/loss from pooled separate accounts2021-01-31$1,295,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$671,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$680,642
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31PARK FOWLER & CO., PLLC
Accountancy firm EIN2021-01-31742900323
2020 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total income from all sources (including contributions)2020-01-31$2,276,478
Total income from all sources (including contributions)2020-01-31$2,276,478
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$738,472
Total of all expenses incurred2020-01-31$738,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$698,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$698,081
Expenses. Certain deemed distributions of participant loans2020-01-31$1,113
Expenses. Certain deemed distributions of participant loans2020-01-31$1,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$1,188,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$1,188,065
Value of total assets at end of year2020-01-31$9,617,813
Value of total assets at end of year2020-01-31$9,617,813
Value of total assets at beginning of year2020-01-31$8,079,807
Value of total assets at beginning of year2020-01-31$8,079,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$39,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$39,278
Total interest from all sources2020-01-31$28,122
Total interest from all sources2020-01-31$28,122
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$500,000
Value of fidelity bond cover2020-01-31$500,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$614,855
Contributions received from participants2020-01-31$614,855
Participant contributions at end of year2020-01-31$483,561
Participant contributions at end of year2020-01-31$483,561
Participant contributions at beginning of year2020-01-31$457,815
Participant contributions at beginning of year2020-01-31$457,815
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$1,336
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$1,336
Other income not declared elsewhere2020-01-31$0
Other income not declared elsewhere2020-01-31$0
Administrative expenses (other) incurred2020-01-31$39,278
Administrative expenses (other) incurred2020-01-31$39,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$1,538,006
Value of net income/loss2020-01-31$1,538,006
Value of net assets at end of year (total assets less liabilities)2020-01-31$9,617,813
Value of net assets at end of year (total assets less liabilities)2020-01-31$9,617,813
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$8,079,807
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$8,079,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$8,927,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$8,927,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$7,401,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$7,401,725
Interest on participant loans2020-01-31$24,216
Interest on participant loans2020-01-31$24,216
Interest earned on other investments2020-01-31$3,906
Interest earned on other investments2020-01-31$3,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$206,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$206,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$220,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$220,267
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$0
Net investment gain/loss from pooled separate accounts2020-01-31$1,060,291
Net investment gain/loss from pooled separate accounts2020-01-31$1,060,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$571,874
Contributions received in cash from employer2020-01-31$571,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$698,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$698,081
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31PARK FOWLER & CO., PLLC
Accountancy firm name2020-01-31PARK FOWLER & CO., PLLC
Accountancy firm EIN2020-01-31742900323
Accountancy firm EIN2020-01-31742900323
2019 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
2018 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total income from all sources (including contributions)2018-01-31$1,945,821
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$537,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$506,778
Expenses. Certain deemed distributions of participant loans2018-01-31$3,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$880,952
Value of total assets at end of year2018-01-31$7,672,829
Value of total assets at beginning of year2018-01-31$6,264,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$27,382
Total interest from all sources2018-01-31$17,934
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$500,000
If this is an individual account plan, was there a blackout period2018-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Amount of non-exempt transactions with any party-in-interest2018-01-31$5,016
Contributions received from participants2018-01-31$414,755
Participant contributions at end of year2018-01-31$456,148
Participant contributions at beginning of year2018-01-31$361,634
Income. Received or receivable in cash from other sources (including rollovers)2018-01-31$6,419
Other income not declared elsewhere2018-01-31$0
Administrative expenses (other) incurred2018-01-31$27,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$1,408,476
Value of net assets at end of year (total assets less liabilities)2018-01-31$7,672,829
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$6,264,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$7,002,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$5,667,720
Interest on participant loans2018-01-31$15,647
Interest earned on other investments2018-01-31$2,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-31$214,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-31$234,999
Expenses. Payments to insurance carriers foe the provision of benefits2018-01-31$0
Net investment gain/loss from pooled separate accounts2018-01-31$1,046,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$459,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$506,778
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31JUAQUIN JAKE SANCHEZ CPA
Accountancy firm EIN2018-01-31741948210
2017 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total income from all sources (including contributions)2017-01-31$1,729,773
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$984,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$922,880
Expenses. Certain deemed distributions of participant loans2017-01-31$1,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$904,088
Value of total assets at end of year2017-01-31$6,262,148
Value of total assets at beginning of year2017-01-31$5,517,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$60,387
Total interest from all sources2017-01-31$14,525
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$500,000
If this is an individual account plan, was there a blackout period2017-01-31No
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Amount of non-exempt transactions with any party-in-interest2017-01-31$5,016
Contributions received from participants2017-01-31$415,567
Participant contributions at end of year2017-01-31$360,221
Participant contributions at beginning of year2017-01-31$329,778
Income. Received or receivable in cash from other sources (including rollovers)2017-01-31$56,208
Other income not declared elsewhere2017-01-31$4,595
Administrative expenses (other) incurred2017-01-31$60,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$745,093
Value of net assets at end of year (total assets less liabilities)2017-01-31$6,262,148
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$5,517,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$5,667,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$4,951,956
Interest on participant loans2017-01-31$12,389
Interest earned on other investments2017-01-31$2,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-01-31$234,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-01-31$235,321
Expenses. Payments to insurance carriers foe the provision of benefits2017-01-31$0
Net investment gain/loss from pooled separate accounts2017-01-31$806,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$432,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$922,880
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31JAQUIN JAKE SANCHEZ CPA
Accountancy firm EIN2017-01-31741948210
2016 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total income from all sources (including contributions)2016-01-31$887,996
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$384,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$342,008
Expenses. Certain deemed distributions of participant loans2016-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$1,278,967
Value of total assets at end of year2016-01-31$5,517,055
Value of total assets at beginning of year2016-01-31$5,013,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$42,789
Total interest from all sources2016-01-31$-180,876
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$500,000
If this is an individual account plan, was there a blackout period2016-01-31No
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$381,692
Participant contributions at end of year2016-01-31$329,778
Participant contributions at beginning of year2016-01-31$353,415
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$211,837
Other income not declared elsewhere2016-01-31$0
Administrative expenses (other) incurred2016-01-31$42,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$503,199
Value of net assets at end of year (total assets less liabilities)2016-01-31$5,517,055
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$5,013,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$4,951,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$4,248,081
Interest on participant loans2016-01-31$13,661
Interest earned on other investments2016-01-31$-194,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-01-31$235,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-01-31$412,360
Expenses. Payments to insurance carriers foe the provision of benefits2016-01-31$0
Net investment gain/loss from pooled separate accounts2016-01-31$-210,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$685,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$342,008
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
2015 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total income from all sources (including contributions)2015-01-31$1,395,948
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$467,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$381,515
Expenses. Certain deemed distributions of participant loans2015-01-31$39,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$854,798
Value of total assets at end of year2015-01-31$5,211,131
Value of total assets at beginning of year2015-01-31$4,282,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$46,858
Total interest from all sources2015-01-31$273,911
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$500,000
If this is an individual account plan, was there a blackout period2015-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$272,263
Participant contributions at end of year2015-01-31$353,415
Participant contributions at beginning of year2015-01-31$392,171
Income. Received or receivable in cash from other sources (including rollovers)2015-01-31$41,247
Other income not declared elsewhere2015-01-31$267,239
Administrative expenses (other) incurred2015-01-31$42,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$928,155
Value of net assets at end of year (total assets less liabilities)2015-01-31$5,211,131
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$4,282,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$4,248,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$0
Value of interest in pooled separate accounts at beginning of year2015-01-31$3,374,409
Interest on participant loans2015-01-31$22,179
Interest earned on other investments2015-01-31$251,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-01-31$609,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-01-31$516,396
Expenses. Payments to insurance carriers foe the provision of benefits2015-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$541,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$381,515
Contract administrator fees2015-01-31$4,157
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
2014 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-01-31$0
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Expenses. Interest paid2014-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-01-31$0
Total income from all sources (including contributions)2014-01-31$802,806
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$439,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$395,055
Expenses. Certain deemed distributions of participant loans2014-01-31$24,272
Value of total corrective distributions2014-01-31$16,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$409,024
Value of total assets at end of year2014-01-31$4,282,976
Value of total assets at beginning of year2014-01-31$3,919,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$3,744
Total income from rents2014-01-31$0
Total interest from all sources2014-01-31$20,112
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Assets. Real estate other than employer real property at end of year2014-01-31$0
Assets. Real estate other than employer real property at beginning of year2014-01-31$0
Administrative expenses professional fees incurred2014-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-01-31$0
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$500,000
If this is an individual account plan, was there a blackout period2014-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$197,218
Participant contributions at end of year2014-01-31$392,171
Participant contributions at beginning of year2014-01-31$284,649
Participant contributions at end of year2014-01-31$0
Participant contributions at beginning of year2014-01-31$0
Assets. Other investments not covered elsewhere at end of year2014-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$15,450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-31$0
Assets. Loans (other than to participants) at end of year2014-01-31$0
Assets. Loans (other than to participants) at beginning of year2014-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-01-31$0
Other income not declared elsewhere2014-01-31$0
Administrative expenses (other) incurred2014-01-31$0
Total non interest bearing cash at end of year2014-01-31$0
Total non interest bearing cash at beginning of year2014-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Income. Non cash contributions2014-01-31$0
Value of net income/loss2014-01-31$363,626
Value of net assets at end of year (total assets less liabilities)2014-01-31$4,282,976
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$3,919,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Assets. partnership/joint venture interests at end of year2014-01-31$0
Assets. partnership/joint venture interests at beginning of year2014-01-31$0
Investment advisory and management fees2014-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$0
Value of interest in pooled separate accounts at end of year2014-01-31$3,374,409
Value of interest in pooled separate accounts at beginning of year2014-01-31$2,904,208
Interest on participant loans2014-01-31$12,589
Income. Interest from loans (other than to participants)2014-01-31$0
Interest earned on other investments2014-01-31$7,523
Income. Interest from US Government securities2014-01-31$0
Income. Interest from corporate debt instruments2014-01-31$0
Value of interest in master investment trust accounts at end of year2014-01-31$0
Value of interest in master investment trust accounts at beginning of year2014-01-31$0
Value of interest in common/collective trusts at end of year2014-01-31$0
Value of interest in common/collective trusts at beginning of year2014-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-01-31$516,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-01-31$730,493
Expenses. Payments to insurance carriers foe the provision of benefits2014-01-31$0
Asset value of US Government securities at end of year2014-01-31$0
Asset value of US Government securities at beginning of year2014-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$0
Net investment gain/loss from pooled separate accounts2014-01-31$373,670
Net investment gain or loss from common/collective trusts2014-01-31$0
Net gain/loss from 103.12 investment entities2014-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Assets. Invements in employer securities at end of year2014-01-31$0
Assets. Invements in employer securities at beginning of year2014-01-31$0
Assets. Value of employer real property at end of year2014-01-31$0
Assets. Value of employer real property at beginning of year2014-01-31$0
Contributions received in cash from employer2014-01-31$196,356
Employer contributions (assets) at end of year2014-01-31$0
Employer contributions (assets) at beginning of year2014-01-31$0
Income. Dividends from preferred stock2014-01-31$0
Income. Dividends from common stock2014-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$395,055
Asset. Corporate debt instrument preferred debt at end of year2014-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-01-31$0
Contract administrator fees2014-01-31$3,744
Assets. Corporate common stocks other than exployer securities at end of year2014-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-01-31$0
Liabilities. Value of benefit claims payable at end of year2014-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-01-31$0
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Aggregate proceeds on sale of assets2014-01-31$0
Aggregate carrying amount (costs) on sale of assets2014-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31JUAQIN SANCHEZ
Accountancy firm EIN2014-01-31741948210
2013 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-01-31$0
Total unrealized appreciation/depreciation of assets2013-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Expenses. Interest paid2013-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-01-31$0
Total income from all sources (including contributions)2013-01-31$1,006,318
Total loss/gain on sale of assets2013-01-31$0
Total of all expenses incurred2013-01-31$232,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$220,142
Expenses. Certain deemed distributions of participant loans2013-01-31$9,446
Value of total corrective distributions2013-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$684,041
Value of total assets at end of year2013-01-31$3,919,350
Value of total assets at beginning of year2013-01-31$3,145,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$2,894
Total income from rents2013-01-31$0
Total interest from all sources2013-01-31$18,474
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$0
Assets. Real estate other than employer real property at end of year2013-01-31$0
Assets. Real estate other than employer real property at beginning of year2013-01-31$0
Administrative expenses professional fees incurred2013-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-01-31$0
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$500,000
If this is an individual account plan, was there a blackout period2013-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$203,025
Participant contributions at end of year2013-01-31$284,649
Participant contributions at beginning of year2013-01-31$202,280
Participant contributions at end of year2013-01-31$0
Participant contributions at beginning of year2013-01-31$0
Assets. Other investments not covered elsewhere at end of year2013-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-01-31$44,099
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$0
Assets. Loans (other than to participants) at end of year2013-01-31$0
Assets. Loans (other than to participants) at beginning of year2013-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-01-31$0
Other income not declared elsewhere2013-01-31$0
Administrative expenses (other) incurred2013-01-31$0
Liabilities. Value of operating payables at end of year2013-01-31$0
Liabilities. Value of operating payables at beginning of year2013-01-31$0
Total non interest bearing cash at end of year2013-01-31$0
Total non interest bearing cash at beginning of year2013-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Income. Non cash contributions2013-01-31$0
Value of net income/loss2013-01-31$773,836
Value of net assets at end of year (total assets less liabilities)2013-01-31$3,919,350
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$3,145,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Assets. partnership/joint venture interests at end of year2013-01-31$0
Assets. partnership/joint venture interests at beginning of year2013-01-31$0
Investment advisory and management fees2013-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$0
Value of interest in pooled separate accounts at end of year2013-01-31$2,904,208
Value of interest in pooled separate accounts at beginning of year2013-01-31$2,364,312
Interest on participant loans2013-01-31$9,087
Income. Interest from loans (other than to participants)2013-01-31$0
Interest earned on other investments2013-01-31$9,387
Income. Interest from US Government securities2013-01-31$0
Income. Interest from corporate debt instruments2013-01-31$0
Value of interest in master investment trust accounts at end of year2013-01-31$0
Value of interest in master investment trust accounts at beginning of year2013-01-31$0
Value of interest in common/collective trusts at end of year2013-01-31$0
Value of interest in common/collective trusts at beginning of year2013-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-01-31$730,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-01-31$578,922
Expenses. Payments to insurance carriers foe the provision of benefits2013-01-31$0
Asset value of US Government securities at end of year2013-01-31$0
Asset value of US Government securities at beginning of year2013-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$0
Net investment gain/loss from pooled separate accounts2013-01-31$303,803
Net investment gain or loss from common/collective trusts2013-01-31$0
Net gain/loss from 103.12 investment entities2013-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Assets. Invements in employer securities at end of year2013-01-31$0
Assets. Invements in employer securities at beginning of year2013-01-31$0
Assets. Value of employer real property at end of year2013-01-31$0
Assets. Value of employer real property at beginning of year2013-01-31$0
Contributions received in cash from employer2013-01-31$436,917
Employer contributions (assets) at end of year2013-01-31$0
Employer contributions (assets) at beginning of year2013-01-31$0
Income. Dividends from preferred stock2013-01-31$0
Income. Dividends from common stock2013-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$220,142
Asset. Corporate debt instrument preferred debt at end of year2013-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-01-31$0
Contract administrator fees2013-01-31$2,894
Assets. Corporate common stocks other than exployer securities at end of year2013-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-01-31$0
Liabilities. Value of benefit claims payable at end of year2013-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-01-31$0
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Aggregate proceeds on sale of assets2013-01-31$0
Aggregate carrying amount (costs) on sale of assets2013-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31RAUL HERNANDEZ
Accountancy firm EIN2013-01-31742674387
2012 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$0
Total unrealized appreciation/depreciation of assets2012-01-31$0
Total transfer of assets to this plan2012-01-31$0
Total transfer of assets from this plan2012-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Expenses. Interest paid2012-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-01-31$0
Total income from all sources (including contributions)2012-01-31$658,904
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$201,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$189,976
Expenses. Certain deemed distributions of participant loans2012-01-31$4,101
Value of total corrective distributions2012-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$661,666
Value of total assets at end of year2012-01-31$3,145,514
Value of total assets at beginning of year2012-01-31$2,687,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$6,961
Total income from rents2012-01-31$0
Total interest from all sources2012-01-31$17,298
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Assets. Real estate other than employer real property at end of year2012-01-31$0
Assets. Real estate other than employer real property at beginning of year2012-01-31$0
Administrative expenses professional fees incurred2012-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-01-31$0
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$500,000
If this is an individual account plan, was there a blackout period2012-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$221,782
Participant contributions at end of year2012-01-31$202,280
Participant contributions at beginning of year2012-01-31$185,482
Participant contributions at end of year2012-01-31$0
Participant contributions at beginning of year2012-01-31$0
Assets. Other investments not covered elsewhere at end of year2012-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-01-31$5,823
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$0
Assets. Loans (other than to participants) at end of year2012-01-31$0
Assets. Loans (other than to participants) at beginning of year2012-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-01-31$0
Other income not declared elsewhere2012-01-31$0
Administrative expenses (other) incurred2012-01-31$0
Total non interest bearing cash at end of year2012-01-31$0
Total non interest bearing cash at beginning of year2012-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Income. Non cash contributions2012-01-31$0
Value of net income/loss2012-01-31$457,866
Value of net assets at end of year (total assets less liabilities)2012-01-31$3,145,514
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$2,687,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Assets. partnership/joint venture interests at end of year2012-01-31$0
Assets. partnership/joint venture interests at beginning of year2012-01-31$0
Investment advisory and management fees2012-01-31$2,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$0
Value of interest in pooled separate accounts at end of year2012-01-31$2,364,312
Value of interest in pooled separate accounts at beginning of year2012-01-31$2,062,836
Interest on participant loans2012-01-31$7,439
Income. Interest from loans (other than to participants)2012-01-31$0
Interest earned on other investments2012-01-31$9,859
Income. Interest from US Government securities2012-01-31$0
Income. Interest from corporate debt instruments2012-01-31$0
Value of interest in master investment trust accounts at end of year2012-01-31$0
Value of interest in master investment trust accounts at beginning of year2012-01-31$0
Value of interest in common/collective trusts at end of year2012-01-31$0
Value of interest in common/collective trusts at beginning of year2012-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-01-31$578,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-01-31$439,330
Expenses. Payments to insurance carriers foe the provision of benefits2012-01-31$0
Asset value of US Government securities at end of year2012-01-31$0
Asset value of US Government securities at beginning of year2012-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$0
Net investment gain/loss from pooled separate accounts2012-01-31$-20,060
Net investment gain or loss from common/collective trusts2012-01-31$0
Net gain/loss from 103.12 investment entities2012-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Assets. Invements in employer securities at end of year2012-01-31$0
Assets. Invements in employer securities at beginning of year2012-01-31$0
Assets. Value of employer real property at end of year2012-01-31$0
Assets. Value of employer real property at beginning of year2012-01-31$0
Contributions received in cash from employer2012-01-31$434,061
Employer contributions (assets) at end of year2012-01-31$0
Employer contributions (assets) at beginning of year2012-01-31$0
Income. Dividends from preferred stock2012-01-31$0
Income. Dividends from common stock2012-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$189,976
Asset. Corporate debt instrument preferred debt at end of year2012-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-01-31$0
Contract administrator fees2012-01-31$4,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-01-31$0
Liabilities. Value of benefit claims payable at end of year2012-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-01-31$0
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Aggregate proceeds on sale of assets2012-01-31$0
Aggregate carrying amount (costs) on sale of assets2012-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31RAUL HERNANDEZ
Accountancy firm EIN2012-01-31742674387
2011 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$0
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total transfer of assets to this plan2011-01-31$0
Total transfer of assets from this plan2011-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Expenses. Interest paid2011-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-01-31$0
Total income from all sources (including contributions)2011-01-31$922,448
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$270,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$246,701
Expenses. Certain deemed distributions of participant loans2011-01-31$18,177
Value of total corrective distributions2011-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$619,331
Value of total assets at end of year2011-01-31$2,687,648
Value of total assets at beginning of year2011-01-31$2,035,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$5,357
Total income from rents2011-01-31$0
Total interest from all sources2011-01-31$15,899
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Assets. Real estate other than employer real property at end of year2011-01-31$0
Assets. Real estate other than employer real property at beginning of year2011-01-31$0
Administrative expenses professional fees incurred2011-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-01-31$0
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$500,000
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$202,106
Participant contributions at end of year2011-01-31$185,482
Participant contributions at beginning of year2011-01-31$171,058
Participant contributions at end of year2011-01-31$0
Participant contributions at beginning of year2011-01-31$0
Assets. Other investments not covered elsewhere at end of year2011-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$19,125
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$0
Assets. Loans (other than to participants) at end of year2011-01-31$0
Assets. Loans (other than to participants) at beginning of year2011-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$0
Other income not declared elsewhere2011-01-31$0
Administrative expenses (other) incurred2011-01-31$0
Total non interest bearing cash at end of year2011-01-31$0
Total non interest bearing cash at beginning of year2011-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Income. Non cash contributions2011-01-31$0
Value of net income/loss2011-01-31$652,213
Value of net assets at end of year (total assets less liabilities)2011-01-31$2,687,648
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$2,035,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Assets. partnership/joint venture interests at end of year2011-01-31$0
Assets. partnership/joint venture interests at beginning of year2011-01-31$0
Investment advisory and management fees2011-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$0
Value of interest in pooled separate accounts at end of year2011-01-31$2,062,836
Value of interest in pooled separate accounts at beginning of year2011-01-31$1,603,749
Interest on participant loans2011-01-31$7,583
Income. Interest from loans (other than to participants)2011-01-31$0
Interest earned on other investments2011-01-31$8,316
Income. Interest from US Government securities2011-01-31$0
Income. Interest from corporate debt instruments2011-01-31$0
Value of interest in master investment trust accounts at end of year2011-01-31$0
Value of interest in master investment trust accounts at beginning of year2011-01-31$0
Value of interest in common/collective trusts at end of year2011-01-31$0
Value of interest in common/collective trusts at beginning of year2011-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-01-31$439,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-31$260,628
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-31$0
Asset value of US Government securities at end of year2011-01-31$0
Asset value of US Government securities at beginning of year2011-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$0
Net investment gain/loss from pooled separate accounts2011-01-31$287,218
Net investment gain or loss from common/collective trusts2011-01-31$0
Net gain/loss from 103.12 investment entities2011-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Assets. Invements in employer securities at end of year2011-01-31$0
Assets. Invements in employer securities at beginning of year2011-01-31$0
Assets. Value of employer real property at end of year2011-01-31$0
Assets. Value of employer real property at beginning of year2011-01-31$0
Contributions received in cash from employer2011-01-31$398,100
Employer contributions (assets) at end of year2011-01-31$0
Employer contributions (assets) at beginning of year2011-01-31$0
Income. Dividends from preferred stock2011-01-31$0
Income. Dividends from common stock2011-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$246,701
Asset. Corporate debt instrument preferred debt at end of year2011-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-01-31$0
Contract administrator fees2011-01-31$5,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-01-31$0
Liabilities. Value of benefit claims payable at end of year2011-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-01-31$0
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$0
Aggregate carrying amount (costs) on sale of assets2011-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31RAUL HERNANDEZ
Accountancy firm EIN2011-01-31742674387
2010 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

2022: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2021: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes
2007: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS 2007 form 5500 responses
2007-02-01Type of plan entitySingle employer plan
2007-02-01Submission has been amendedNo
2007-02-01This submission is the final filingNo
2007-02-01This return/report is a short plan year return/report (less than 12 months)No
2007-02-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059293F
Policy instance 1
Insurance contract or identification number059293F
Number of Individuals Covered690
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,950
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6950
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059293F
Policy instance 1
Insurance contract or identification number059293F
Number of Individuals Covered984
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,289
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1289
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059293F
Policy instance 1
Insurance contract or identification number059293F
Number of Individuals Covered1151
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,289
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1289
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059293F
Policy instance 1
Insurance contract or identification number059293F
Number of Individuals Covered952
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,141
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4141
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059293F
Policy instance 1
Insurance contract or identification number059293F
Number of Individuals Covered867
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,462
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1462
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059293F
Policy instance 1
Insurance contract or identification number059293F
Number of Individuals Covered867
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,462
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1462
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059293F
Policy instance 1
Insurance contract or identification number059293F
Number of Individuals Covered857
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,278
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6278
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059293F
Policy instance 2
Insurance contract or identification number059293F
Number of Individuals Covered716
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059293F
Policy instance 1
Insurance contract or identification number059293F
Number of Individuals Covered716
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933339-01
Policy instance 2
Insurance contract or identification number933339-01
Number of Individuals Covered114
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $5,597
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,597
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933339-01
Policy instance 1
Insurance contract or identification number933339-01
Number of Individuals Covered114
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $5,597
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,597
Insurance broker organization code?3
Insurance broker nameKEN CHAPMAN BKCW LP
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933339-01
Policy instance 1
Insurance contract or identification number933339-01
Number of Individuals Covered681
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $8,179
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,179
Insurance broker organization code?3
Insurance broker nameBKCW LP
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933339-01
Policy instance 1
Insurance contract or identification number933339-01
Number of Individuals Covered663
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $7,030
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,030
Insurance broker organization code?3
Insurance broker nameBKCW LP
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933339-01
Policy instance 1
Insurance contract or identification number933339-01
Number of Individuals Covered692
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $5,854
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number933339-01
Policy instance 1
Insurance contract or identification number933339-01
Number of Individuals Covered693
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $4,669
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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