?>
Logo

403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES
Plan identification number 002

403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PRESBYTERIAN CHILDREN S HOMES AND SERVICES has sponsored the creation of one or more 401k plans.

Company Name:PRESBYTERIAN CHILDREN S HOMES AND SERVICES
Employer identification number (EIN):750818172
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LINDA S BISHOP LINDA S BISHOP2018-10-12
0022016-01-01LINDA S BISHOP LINDA S. BISHOP2017-08-28
0022015-01-01LINDA S BISHOP LINDA S BISHOP2016-08-29
0022014-01-01LINDA S BISHOP LINDA S BISHOP2015-07-24
0022013-01-01LINDA S BISHOP LINDA S BISHOP2014-07-15
0022012-01-01LINDA S BISHOP LINDA S BISHOP2013-07-18
0022011-01-01LINDA BISHOP
0022010-01-01LINDA BISHOP
0022009-01-01LINDA BISHOP

Plan Statistics for 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES

Measure Date Value
2022: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2022 401k membership
Total participants, beginning-of-year2022-01-01396
Total number of active participants reported on line 7a of the Form 55002022-01-01252
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01165
Total of all active and inactive participants2022-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01420
Number of participants with account balances2022-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2021 401k membership
Total participants, beginning-of-year2021-01-01391
Total number of active participants reported on line 7a of the Form 55002021-01-01260
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01135
Total of all active and inactive participants2021-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01396
Number of participants with account balances2021-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0134
2020: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2020 401k membership
Total participants, beginning-of-year2020-01-01392
Total number of active participants reported on line 7a of the Form 55002020-01-01265
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01125
Total of all active and inactive participants2020-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01391
Number of participants with account balances2020-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0134
2019: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2019 401k membership
Total participants, beginning-of-year2019-01-01382
Total number of active participants reported on line 7a of the Form 55002019-01-01278
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01113
Total of all active and inactive participants2019-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01392
Number of participants with account balances2019-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2018 401k membership
Total participants, beginning-of-year2018-01-01216
Total number of active participants reported on line 7a of the Form 55002018-01-01294
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0187
Total of all active and inactive participants2018-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01382
Number of participants with account balances2018-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0134
2017: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2017 401k membership
Total participants, beginning-of-year2017-01-01222
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01216
Number of participants with account balances2017-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2016 401k membership
Total participants, beginning-of-year2016-01-01219
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01222
Number of participants with account balances2016-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2015 401k membership
Total participants, beginning-of-year2015-01-01211
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01219
Number of participants with account balances2015-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2014 401k membership
Total participants, beginning-of-year2014-01-01202
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01211
Number of participants with account balances2014-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2013 401k membership
Total participants, beginning-of-year2013-01-01241
Total number of active participants reported on line 7a of the Form 55002013-01-01144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01204
Number of participants with account balances2013-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2012 401k membership
Total participants, beginning-of-year2012-01-01251
Total number of active participants reported on line 7a of the Form 55002012-01-01138
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01241
Number of participants with account balances2012-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2011 401k membership
Total participants, beginning-of-year2011-01-01253
Total number of active participants reported on line 7a of the Form 55002011-01-01139
Number of retired or separated participants receiving benefits2011-01-01126
Total of all active and inactive participants2011-01-01265
Total participants2011-01-01265
Number of participants with account balances2011-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2010 401k membership
Total participants, beginning-of-year2010-01-01239
Total of all active and inactive participants2010-01-010
Total participants2010-01-010
2009: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2009 401k membership
Total participants, beginning-of-year2009-01-01259
Total number of active participants reported on line 7a of the Form 55002009-01-01139
Number of other retired or separated participants entitled to future benefits2009-01-01100
Total of all active and inactive participants2009-01-01239
Total participants2009-01-01239
Number of participants with account balances2009-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES

Measure Date Value
2022 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,547,787
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$824,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$821,847
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,439,977
Value of total assets at end of year2022-12-31$17,865,418
Value of total assets at beginning of year2022-12-31$20,237,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,819
Total interest from all sources2022-12-31$5,586
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$560,435
Participant contributions at end of year2022-12-31$73,129
Participant contributions at beginning of year2022-12-31$21,635
Participant contributions at end of year2022-12-31$12,185
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,773
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$2,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,372,453
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,865,418
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,237,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,601,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,074,314
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$5,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,156,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,141,922
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-2,993,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$871,769
Employer contributions (assets) at end of year2022-12-31$21,542
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$821,847
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PATTILLO BROWN & ILL
Accountancy firm EIN2022-12-31741130599
2021 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,241,643
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$753,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$751,002
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,613,021
Value of total assets at end of year2021-12-31$20,237,871
Value of total assets at beginning of year2021-12-31$16,750,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,788
Total interest from all sources2021-12-31$20,798
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$596,079
Participant contributions at end of year2021-12-31$21,635
Participant contributions at beginning of year2021-12-31$42,492
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$12,154
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$65,048
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,487,853
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,237,871
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,750,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,074,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,677,994
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$20,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,141,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,993,411
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$2,607,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$951,894
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$23,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$751,002
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PATTILLO BROWN & HILL
Accountancy firm EIN2021-12-31741130599
2020 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,415,935
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$503,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$500,450
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,548,203
Value of total assets at end of year2020-12-31$16,750,018
Value of total assets at beginning of year2020-12-31$13,837,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,602
Total interest from all sources2020-12-31$19,774
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$548,770
Participant contributions at end of year2020-12-31$42,492
Participant contributions at beginning of year2020-12-31$56,846
Participant contributions at end of year2020-12-31$12,154
Participant contributions at beginning of year2020-12-31$12,690
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$113,402
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$2,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,912,883
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,750,018
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,837,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,677,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,899,848
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$19,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,993,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,844,134
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,847,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$886,031
Employer contributions (assets) at end of year2020-12-31$23,967
Employer contributions (assets) at beginning of year2020-12-31$23,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$500,450
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PATTILLO, BROWN AND HILL
Accountancy firm EIN2020-12-31741130599
2019 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,590,534
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$633,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$630,721
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,438,411
Value of total assets at end of year2019-12-31$13,837,135
Value of total assets at beginning of year2019-12-31$10,879,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,392
Total interest from all sources2019-12-31$32,047
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$540,446
Participant contributions at end of year2019-12-31$56,846
Participant contributions at beginning of year2019-12-31$47,898
Participant contributions at end of year2019-12-31$12,690
Participant contributions at beginning of year2019-12-31$13,197
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$66,811
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,957,421
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,837,135
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,879,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,899,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,943,588
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$32,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,844,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,853,161
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$2,120,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$831,154
Employer contributions (assets) at end of year2019-12-31$23,617
Employer contributions (assets) at beginning of year2019-12-31$21,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$630,721
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PATTILLO BROWN & HILL
Accountancy firm EIN2019-12-31741130599
2018 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$967,774
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$773,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$771,907
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,613,124
Value of total assets at end of year2018-12-31$10,879,714
Value of total assets at beginning of year2018-12-31$10,685,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,776
Total interest from all sources2018-12-31$18,016
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$551,748
Participant contributions at end of year2018-12-31$47,898
Participant contributions at beginning of year2018-12-31$39,700
Participant contributions at end of year2018-12-31$13,197
Participant contributions at beginning of year2018-12-31$11,969
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$236,330
Administrative expenses (other) incurred2018-12-31$1,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$194,091
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,879,714
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,685,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,943,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,977,330
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$18,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,853,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,633,380
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-663,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$825,046
Employer contributions (assets) at end of year2018-12-31$21,870
Employer contributions (assets) at beginning of year2018-12-31$23,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$771,907
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PATTILLO, BROWN & HILL
Accountancy firm EIN2018-12-31741130599
2017 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,219,537
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$587,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$586,835
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,011,801
Value of total assets at end of year2017-12-31$10,685,623
Value of total assets at beginning of year2017-12-31$9,054,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,131
Total interest from all sources2017-12-31$17,088
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$367,324
Participant contributions at end of year2017-12-31$11,969
Participant contributions at beginning of year2017-12-31$14,667
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$107,831
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,631,571
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,685,623
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,054,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,977,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,322,970
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$17,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,673,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,693,287
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,190,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$536,646
Employer contributions (assets) at end of year2017-12-31$23,244
Employer contributions (assets) at beginning of year2017-12-31$23,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$586,835
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PATTILLO, BROWN & HILL LLP
Accountancy firm EIN2017-12-31741130599
2016 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,562,891
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$618,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$617,512
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$909,770
Value of total assets at end of year2016-12-31$9,054,052
Value of total assets at beginning of year2016-12-31$8,109,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,234
Total interest from all sources2016-12-31$15,394
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$368,798
Participant contributions at end of year2016-12-31$14,667
Participant contributions at beginning of year2016-12-31$14,180
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,349
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$944,145
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,054,052
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,109,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,322,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,639,289
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$15,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,693,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,436,336
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$637,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$512,623
Employer contributions (assets) at end of year2016-12-31$23,128
Employer contributions (assets) at beginning of year2016-12-31$20,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$617,512
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PATTILLO, BROWN & HILL LLP
Accountancy firm EIN2016-12-31741130599
2015 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$860,071
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$643,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$642,209
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$882,569
Value of total assets at end of year2015-12-31$8,109,907
Value of total assets at beginning of year2015-12-31$7,893,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,010
Total interest from all sources2015-12-31$13,470
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$345,795
Participant contributions at end of year2015-12-31$14,180
Participant contributions at beginning of year2015-12-31$12,214
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$71,354
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$216,852
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,109,907
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,893,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,639,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,561,798
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$13,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,436,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,297,354
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-35,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$465,420
Employer contributions (assets) at end of year2015-12-31$20,102
Employer contributions (assets) at beginning of year2015-12-31$21,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$642,209
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PATTILLO, BROWN & HILL LLP
Accountancy firm EIN2015-12-31741130599
2014 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,229,718
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$716,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$715,577
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$772,575
Value of total assets at end of year2014-12-31$7,893,055
Value of total assets at beginning of year2014-12-31$7,379,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$800
Total interest from all sources2014-12-31$12,887
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$325,978
Participant contributions at end of year2014-12-31$12,214
Participant contributions at beginning of year2014-12-31$12,761
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,886
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$513,341
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,893,055
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,379,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,561,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,102,966
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$12,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,297,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,248,320
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$444,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$433,711
Employer contributions (assets) at end of year2014-12-31$21,689
Employer contributions (assets) at beginning of year2014-12-31$15,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$715,577
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PATTILLO, BROWN & HILL LLP
Accountancy firm EIN2014-12-31741130599
2013 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,843,789
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$829,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$829,090
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$772,061
Value of total assets at end of year2013-12-31$7,456,749
Value of total assets at beginning of year2013-12-31$6,442,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$850
Total interest from all sources2013-12-31$13,924
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$328,754
Participant contributions at end of year2013-12-31$77,035
Participant contributions at beginning of year2013-12-31$92,081
Participant contributions at end of year2013-12-31$12,761
Participant contributions at beginning of year2013-12-31$13,109
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,717
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,013,849
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,456,749
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,442,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,102,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,005,058
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$13,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,248,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,314,485
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$1,057,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$429,590
Employer contributions (assets) at end of year2013-12-31$15,667
Employer contributions (assets) at beginning of year2013-12-31$18,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$829,090
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PATTILLO, BROWN & HILL LLP
Accountancy firm EIN2013-12-31741130599
2012 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,515,143
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$940,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$939,894
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$939,822
Value of total assets at end of year2012-12-31$6,442,900
Value of total assets at beginning of year2012-12-31$5,868,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$900
Total interest from all sources2012-12-31$25,633
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$306,166
Participant contributions at end of year2012-12-31$92,081
Participant contributions at beginning of year2012-12-31$71,227
Participant contributions at end of year2012-12-31$13,109
Participant contributions at beginning of year2012-12-31$11,100
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$245,495
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$574,349
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,442,900
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,868,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,005,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,354,831
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$25,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,314,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,414,091
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$549,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$388,161
Employer contributions (assets) at end of year2012-12-31$18,167
Employer contributions (assets) at beginning of year2012-12-31$17,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$939,894
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN2012-12-31741130599
2011 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$886,120
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$628,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$628,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$852,938
Value of total assets at end of year2011-12-31$5,868,551
Value of total assets at beginning of year2011-12-31$5,611,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$550
Total interest from all sources2011-12-31$33,182
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$550
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$283,348
Participant contributions at end of year2011-12-31$71,227
Participant contributions at beginning of year2011-12-31$64,176
Participant contributions at end of year2011-12-31$11,100
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$147,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$257,180
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,868,551
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,611,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,354,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,042,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$33,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,414,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,504,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$421,735
Employer contributions (assets) at end of year2011-12-31$17,302
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$628,390
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31742920819
2010 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,919
Total income from all sources (including contributions)2010-12-31$1,286,918
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$494,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$493,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$761,114
Value of total assets at end of year2010-12-31$5,611,371
Value of total assets at beginning of year2010-12-31$4,822,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$800
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$310,260
Participant contributions at end of year2010-12-31$64,176
Participant contributions at beginning of year2010-12-31$66,497
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$20,678
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$792,766
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,611,371
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,818,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,042,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,265,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,504,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,452,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$525,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$435,517
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$18,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$493,352
Contract administrator fees2010-12-31$800
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31742920819
2009 : 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES

2022: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057640
Policy instance 1
Insurance contract or identification number057640
Number of Individuals Covered420
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057640B
Policy instance 1
Insurance contract or identification number057640B
Number of Individuals Covered396
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,554
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 fees1554
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 number057640B
Policy instance 1
Insurance contract or identification number057640B
Number of Individuals Covered391
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,554
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 fees1554
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 number057640B
Policy instance 1
Insurance contract or identification number057640B
Number of Individuals Covered392
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,693
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 fees5693
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 number057640B
Policy instance 1
Insurance contract or identification number057640B
Number of Individuals Covered382
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,360
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 fees2360
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 number057640B
Policy instance 1
Insurance contract or identification number057640B
Number of Individuals Covered216
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,367
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 fees1367
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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