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SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 401k Plan overview

Plan NameSOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN
Plan identification number 002

SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC.
Employer identification number (EIN):751230219
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1965-11-23
Company Identification Number: 0021891601
Legal Registered Office Address: PO BOX 610

LEVELLAND
United States of America (USA)
79336

More information about SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-04-01
0022021-04-01ROGER CARDENAS2022-12-14 ROGER CARDENAS2022-12-14
0022021-04-01ROGER CARDENAS2023-08-04 ROGER CARDENAS2023-08-04
0022020-04-01
0022020-04-01
0022019-04-01
0022019-04-01
0022018-04-01
0022017-04-01ROGER CARDENAS ROGER CARDENAS2019-01-14
0022016-04-01ROGER CARDENAS ROGER CARDENAS2018-01-12
0022015-04-01ROGER CARDENAS ROGER CARDENAS2017-01-17
0022014-04-01ROGER CARDENAS
0022013-04-01ROGER CARDENAS ROGER CARDENAS2015-01-15
0022012-04-01CHIP LOW CHIP LOW2014-01-15
0022011-04-01CHIP LOW
0022010-04-01CHIP LOW CHIP LOW2012-01-17
0022009-04-01CHIP LOW
0022009-04-01 CHIP LOW2011-03-23
0022007-04-01CHIP LOW

Plan Statistics for SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN

401k plan membership statisitcs for SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN

Measure Date Value
2022: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01761
Total number of active participants reported on line 7a of the Form 55002022-04-01606
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-01260
Total of all active and inactive participants2022-04-01866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-014
Total participants2022-04-01870
Number of participants with account balances2022-04-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0125
2021: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01809
Total number of active participants reported on line 7a of the Form 55002021-04-01487
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-01274
Total of all active and inactive participants2021-04-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01761
Number of participants with account balances2021-04-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-0138
2020: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01752
Total number of active participants reported on line 7a of the Form 55002020-04-01533
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-01226
Total of all active and inactive participants2020-04-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01759
Number of participants with account balances2020-04-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-0120
2019: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01742
Total number of active participants reported on line 7a of the Form 55002019-04-01490
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-01196
Total of all active and inactive participants2019-04-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01686
Number of participants with account balances2019-04-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0126
2018: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01651
Total number of active participants reported on line 7a of the Form 55002018-04-01462
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-01147
Total of all active and inactive participants2018-04-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01609
Number of participants with account balances2018-04-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0114
2017: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01677
Total number of active participants reported on line 7a of the Form 55002017-04-01485
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-01130
Total of all active and inactive participants2017-04-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01615
Number of participants with account balances2017-04-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0111
2016: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01732
Total number of active participants reported on line 7a of the Form 55002016-04-01566
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-01127
Total of all active and inactive participants2016-04-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01693
Number of participants with account balances2016-04-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0112
2015: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01811
Total number of active participants reported on line 7a of the Form 55002015-04-01587
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-01115
Total of all active and inactive participants2015-04-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01702
Number of participants with account balances2015-04-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-016
2014: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01806
Total number of active participants reported on line 7a of the Form 55002014-04-01566
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-01137
Total of all active and inactive participants2014-04-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01703
Number of participants with account balances2014-04-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0114
2013: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01845
Total number of active participants reported on line 7a of the Form 55002013-04-01558
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-01129
Total of all active and inactive participants2013-04-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01687
Number of participants with account balances2013-04-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0116
2012: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01827
Total number of active participants reported on line 7a of the Form 55002012-04-01597
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-01141
Total of all active and inactive participants2012-04-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01738
Number of participants with account balances2012-04-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-0111
2011: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01876
Total number of active participants reported on line 7a of the Form 55002011-04-01615
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-01129
Total of all active and inactive participants2011-04-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01744
Number of participants with account balances2011-04-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0119
2010: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-011,030
Total number of active participants reported on line 7a of the Form 55002010-04-01653
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-01119
Total of all active and inactive participants2010-04-01772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-011
Total participants2010-04-01773
Number of participants with account balances2010-04-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-0121
2009: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01819
Total number of active participants reported on line 7a of the Form 55002009-04-01568
Number of retired or separated participants receiving benefits2009-04-016
Number of other retired or separated participants entitled to future benefits2009-04-01196
Total of all active and inactive participants2009-04-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01770
Number of participants with account balances2009-04-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0133
2007: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-04-01744
Total number of active participants reported on line 7a of the Form 55002007-04-01525
Number of retired or separated participants receiving benefits2007-04-013
Number of other retired or separated participants entitled to future benefits2007-04-01169
Total of all active and inactive participants2007-04-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-04-010
Total participants2007-04-01697
Number of participants with account balances2007-04-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-04-0194
Number of employers contributing to the scheme2007-04-01134

Financial Data on SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN

Measure Date Value
2023 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total transfer of assets to this plan2023-03-31$182,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$571
Total income from all sources (including contributions)2023-03-31$882,111
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$1,243,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$1,209,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$1,551,836
Value of total assets at end of year2023-03-31$11,022,603
Value of total assets at beginning of year2023-03-31$11,202,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$33,917
Total interest from all sources2023-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$243,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$243,557
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$3,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$796,139
Participant contributions at end of year2023-03-31$26,936
Participant contributions at beginning of year2023-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$65,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$571
Other income not declared elsewhere2023-03-31$141,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-361,206
Value of net assets at end of year (total assets less liabilities)2023-03-31$11,022,603
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$11,201,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$4,758
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$10,933,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$9,635,288
Value of interest in common/collective trusts at end of year2023-03-31$38,583
Value of interest in common/collective trusts at beginning of year2023-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$1,567,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-1,054,513
Net investment gain or loss from common/collective trusts2023-03-31$59
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$689,797
Employer contributions (assets) at end of year2023-03-31$23,567
Employer contributions (assets) at beginning of year2023-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$1,209,400
Contract administrator fees2023-03-31$29,159
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2023-03-31752489868
2022 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$1,601,253
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$1,056,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$985,299
Value of total corrective distributions2022-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$1,340,854
Value of total assets at end of year2022-03-31$11,202,291
Value of total assets at beginning of year2022-03-31$10,656,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$70,845
Total interest from all sources2022-03-31$260,399
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Administrative expenses professional fees incurred2022-03-31$0
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$3,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$723,136
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$571
Administrative expenses (other) incurred2022-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$545,109
Value of net assets at end of year (total assets less liabilities)2022-03-31$11,201,720
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$10,656,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$70,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$9,635,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$9,182,737
Value of interest in pooled separate accounts at end of year2022-03-31$0
Value of interest in pooled separate accounts at beginning of year2022-03-31$0
Interest earned on other investments2022-03-31$33
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$260,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$1,567,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$1,473,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Assets. Invements in employer securities at end of year2022-03-31$0
Contributions received in cash from employer2022-03-31$617,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$985,299
Liabilities. Value of benefit claims payable at end of year2022-03-31$0
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Liabilities. Value of acquisition indebtedness at end of year2022-03-31$0
Opinion of an independent qualified public accountant for this plan2022-03-31Disclaimer
Accountancy firm name2022-03-31GIBSON, RUDDOCK, PATTERSON LLC
Accountancy firm EIN2022-03-31261159690
2021 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$3,904,994
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$1,017,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$897,426
Value of total corrective distributions2021-03-31$59,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$1,246,287
Value of total assets at end of year2021-03-31$10,656,611
Value of total assets at beginning of year2021-03-31$7,768,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$59,875
Total interest from all sources2021-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$3,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$657,159
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$45,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$0
Administrative expenses (other) incurred2021-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$2,887,818
Value of net assets at end of year (total assets less liabilities)2021-03-31$10,656,611
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$7,768,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in pooled separate accounts at end of year2021-03-31$9,182,737
Value of interest in pooled separate accounts at beginning of year2021-03-31$6,474,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$1,473,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$1,293,960
Net investment gain/loss from pooled separate accounts2021-03-31$2,658,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$543,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$897,426
Contract administrator fees2021-03-31$59,875
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31GIBSON, RUDDOCK, PATTERSON LLC
Accountancy firm EIN2021-03-31261159690
2020 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$412
Total income from all sources (including contributions)2020-03-31$548,218
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$547,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$482,133
Value of total corrective distributions2020-03-31$14,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$1,035,080
Value of total assets at end of year2020-03-31$7,768,793
Value of total assets at beginning of year2020-03-31$7,768,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$51,633
Total interest from all sources2020-03-31$14,917
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$3,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$560,374
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$26,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$412
Other income not declared elsewhere2020-03-31$-36
Administrative expenses (other) incurred2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$279
Value of net assets at end of year (total assets less liabilities)2020-03-31$7,768,793
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$7,768,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in pooled separate accounts at end of year2020-03-31$6,474,833
Value of interest in pooled separate accounts at beginning of year2020-03-31$6,609,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$14,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$1,293,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$1,159,386
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$0
Net investment gain/loss from pooled separate accounts2020-03-31$-501,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$447,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$482,133
Contract administrator fees2020-03-31$51,633
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31GIBSON, RUDDOCK, PATTERSON LLC
Accountancy firm EIN2020-03-31261159690
2019 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$606
Total income from all sources (including contributions)2019-03-31$1,281,652
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$831,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$774,878
Value of total corrective distributions2019-03-31$11,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$969,636
Value of total assets at end of year2019-03-31$7,768,926
Value of total assets at beginning of year2019-03-31$7,319,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$45,179
Total interest from all sources2019-03-31$12,338
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$3,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$361,855
Participant contributions at beginning of year2019-03-31$4
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$311,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$606
Other income not declared elsewhere2019-03-31$614
Administrative expenses (other) incurred2019-03-31$0
Total non interest bearing cash at beginning of year2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$449,792
Value of net assets at end of year (total assets less liabilities)2019-03-31$7,768,514
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$7,318,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in pooled separate accounts at end of year2019-03-31$6,609,540
Value of interest in pooled separate accounts at beginning of year2019-03-31$6,257,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$12,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$1,159,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$1,062,171
Net investment gain/loss from pooled separate accounts2019-03-31$299,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$296,360
Employer contributions (assets) at beginning of year2019-03-31$4
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$774,878
Contract administrator fees2019-03-31$45,179
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31GIBSON, RUDDOCK, PATTERSON LLC
Accountancy firm EIN2019-03-31261159690
2018 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$0
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$606
Total income from all sources (including contributions)2018-03-31$1,368,231
Total of all expenses incurred2018-03-31$1,387,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$1,339,785
Value of total corrective distributions2018-03-31$19,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$631,485
Value of total assets at end of year2018-03-31$7,319,328
Value of total assets at beginning of year2018-03-31$7,337,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$28,347
Total interest from all sources2018-03-31$6,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$0
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$343,609
Participant contributions at end of year2018-03-31$4
Participant contributions at beginning of year2018-03-31$121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$606
Other income not declared elsewhere2018-03-31$2,637
Total non interest bearing cash at end of year2018-03-31$0
Total non interest bearing cash at beginning of year2018-03-31$23,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-19,007
Value of net assets at end of year (total assets less liabilities)2018-03-31$7,318,722
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$7,337,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in pooled separate accounts at end of year2018-03-31$6,257,149
Value of interest in pooled separate accounts at beginning of year2018-03-31$7,263,733
Interest on participant loans2018-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$6,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$1,062,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$50,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$0
Net investment gain/loss from pooled separate accounts2018-03-31$727,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$287,876
Employer contributions (assets) at end of year2018-03-31$4
Employer contributions (assets) at beginning of year2018-03-31$122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$1,339,785
Contract administrator fees2018-03-31$28,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31Yes
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31GIBSON, RUDDOCK, PATTERSON LLC
Accountancy firm EIN2018-03-31261159690
2017 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$1,392,021
Total of all expenses incurred2017-03-31$667,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$653,485
Value of total corrective distributions2017-03-31$14,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$637,712
Value of total assets at end of year2017-03-31$7,337,729
Value of total assets at beginning of year2017-03-31$6,613,314
Total interest from all sources2017-03-31$167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$347,455
Participant contributions at end of year2017-03-31$121
Participant contributions at beginning of year2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$0
Total non interest bearing cash at end of year2017-03-31$23,561
Total non interest bearing cash at beginning of year2017-03-31$9,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$724,415
Value of net assets at end of year (total assets less liabilities)2017-03-31$7,337,729
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$6,613,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in pooled separate accounts at end of year2017-03-31$7,263,733
Value of interest in pooled separate accounts at beginning of year2017-03-31$6,564,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$50,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$40,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$4,895
Net investment gain/loss from pooled separate accounts2017-03-31$749,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$290,257
Employer contributions (assets) at end of year2017-03-31$122
Employer contributions (assets) at beginning of year2017-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$653,485
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31D. WILLIAMS & COMPANY, PC
Accountancy firm EIN2017-03-31752512581
2016 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$345,395
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$747,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$735,097
Value of total corrective distributions2016-03-31$12,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$614,736
Value of total assets at end of year2016-03-31$6,613,314
Value of total assets at beginning of year2016-03-31$7,015,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$0
Total interest from all sources2016-03-31$90
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$329,865
Participant contributions at end of year2016-03-31$0
Participant contributions at beginning of year2016-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$8,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$0
Other income not declared elsewhere2016-03-31$4,778
Administrative expenses (other) incurred2016-03-31$0
Total non interest bearing cash at end of year2016-03-31$9,076
Total non interest bearing cash at beginning of year2016-03-31$32,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-402,546
Value of net assets at end of year (total assets less liabilities)2016-03-31$6,613,314
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$7,015,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in pooled separate accounts at end of year2016-03-31$6,564,132
Value of interest in pooled separate accounts at beginning of year2016-03-31$6,948,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$40,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$34,606
Net investment gain/loss from pooled separate accounts2016-03-31$-274,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$276,426
Employer contributions (assets) at end of year2016-03-31$0
Employer contributions (assets) at beginning of year2016-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$735,097
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31D. WILLIAMS & COMPANY, PC
Accountancy firm EIN2016-03-31752512581
2015 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$967,596
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$497,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$481,711
Value of total corrective distributions2015-03-31$16,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$635,048
Value of total assets at end of year2015-03-31$7,015,860
Value of total assets at beginning of year2015-03-31$6,546,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$0
Total interest from all sources2015-03-31$91
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$329,421
Participant contributions at beginning of year2015-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$30,236
Other income not declared elsewhere2015-03-31$4,708
Administrative expenses (other) incurred2015-03-31$0
Total non interest bearing cash at end of year2015-03-31$32,973
Total non interest bearing cash at beginning of year2015-03-31$21,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$469,731
Value of net assets at end of year (total assets less liabilities)2015-03-31$7,015,860
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$6,546,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in pooled separate accounts at end of year2015-03-31$6,948,281
Value of interest in pooled separate accounts at beginning of year2015-03-31$6,462,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$91
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$34,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$51,619
Net investment gain/loss from pooled separate accounts2015-03-31$327,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$275,391
Employer contributions (assets) at beginning of year2015-03-31$10,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$481,711
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31D. WILLIAMS & COMPANY, PC
Accountancy firm EIN2015-03-31752512581
2014 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$1,385,282
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$715,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$699,595
Value of total corrective distributions2014-03-31$15,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$614,061
Value of total assets at end of year2014-03-31$6,546,129
Value of total assets at beginning of year2014-03-31$5,875,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$0
Total interest from all sources2014-03-31$127
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$334,895
Participant contributions at end of year2014-03-31$0
Participant contributions at beginning of year2014-03-31$13,537
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$0
Other income not declared elsewhere2014-03-31$2,568
Administrative expenses (other) incurred2014-03-31$0
Total non interest bearing cash at end of year2014-03-31$21,636
Total non interest bearing cash at beginning of year2014-03-31$28,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$670,218
Value of net assets at end of year (total assets less liabilities)2014-03-31$6,546,129
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$5,875,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in pooled separate accounts at end of year2014-03-31$6,462,664
Value of interest in pooled separate accounts at beginning of year2014-03-31$5,771,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$51,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$40,799
Net investment gain/loss from pooled separate accounts2014-03-31$768,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$279,166
Employer contributions (assets) at end of year2014-03-31$10,210
Employer contributions (assets) at beginning of year2014-03-31$21,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$699,595
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31D. WILLIAMS & COMPANY, PC
Accountancy firm EIN2014-03-31752512581
2013 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$1,129,492
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$702,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$686,035
Value of total corrective distributions2013-03-31$15,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$642,553
Value of total assets at end of year2013-03-31$5,875,911
Value of total assets at beginning of year2013-03-31$5,448,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$0
Total interest from all sources2013-03-31$124
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Assets. Real estate other than employer real property at beginning of year2013-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-03-31$0
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$330,585
Participant contributions at beginning of year2013-03-31$0
Participant contributions at end of year2013-03-31$13,537
Participant contributions at beginning of year2013-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$39,539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$0
Assets. Loans (other than to participants) at beginning of year2013-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$0
Administrative expenses (other) incurred2013-03-31$0
Liabilities. Value of operating payables at beginning of year2013-03-31$0
Total non interest bearing cash at end of year2013-03-31$28,589
Total non interest bearing cash at beginning of year2013-03-31$8,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$427,482
Value of net assets at end of year (total assets less liabilities)2013-03-31$5,875,911
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$5,448,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Assets. partnership/joint venture interests at beginning of year2013-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$0
Value of interest in pooled separate accounts at end of year2013-03-31$5,771,039
Value of interest in pooled separate accounts at beginning of year2013-03-31$5,394,848
Interest earned on other investments2013-03-31$124
Value of interest in master investment trust accounts at beginning of year2013-03-31$0
Value of interest in common/collective trusts at beginning of year2013-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$40,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$39,904
Asset value of US Government securities at beginning of year2013-03-31$0
Net investment gain/loss from pooled separate accounts2013-03-31$486,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Assets. Invements in employer securities at beginning of year2013-03-31$0
Assets. Value of employer real property at beginning of year2013-03-31$0
Contributions received in cash from employer2013-03-31$272,429
Employer contributions (assets) at end of year2013-03-31$21,947
Employer contributions (assets) at beginning of year2013-03-31$5,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$686,035
Asset. Corporate debt instrument preferred debt at beginning of year2013-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$0
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Liabilities. Value of acquisition indebtedness at beginning of year2013-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31D. WILLIAMS & COMPANY, PC
Accountancy firm EIN2013-03-31752512581
2012 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$0
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total transfer of assets to this plan2012-03-31$0
Total transfer of assets from this plan2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Expenses. Interest paid2012-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-03-31$0
Total income from all sources (including contributions)2012-03-31$736,861
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$468,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$453,017
Expenses. Certain deemed distributions of participant loans2012-03-31$0
Value of total corrective distributions2012-03-31$4,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$636,476
Value of total assets at end of year2012-03-31$5,448,429
Value of total assets at beginning of year2012-03-31$5,180,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$11,229
Total income from rents2012-03-31$0
Total interest from all sources2012-03-31$126
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$0
Assets. Real estate other than employer real property at end of year2012-03-31$0
Assets. Real estate other than employer real property at beginning of year2012-03-31$0
Administrative expenses professional fees incurred2012-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-03-31$0
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$332,519
Participant contributions at end of year2012-03-31$0
Participant contributions at beginning of year2012-03-31$0
Participant contributions at end of year2012-03-31$0
Participant contributions at beginning of year2012-03-31$0
Assets. Other investments not covered elsewhere at end of year2012-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$23,869
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$0
Assets. Loans (other than to participants) at end of year2012-03-31$0
Assets. Loans (other than to participants) at beginning of year2012-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$0
Other income not declared elsewhere2012-03-31$0
Administrative expenses (other) incurred2012-03-31$0
Liabilities. Value of operating payables at end of year2012-03-31$0
Liabilities. Value of operating payables at beginning of year2012-03-31$0
Total non interest bearing cash at end of year2012-03-31$8,373
Total non interest bearing cash at beginning of year2012-03-31$10,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Income. Non cash contributions2012-03-31$0
Value of net income/loss2012-03-31$268,117
Value of net assets at end of year (total assets less liabilities)2012-03-31$5,448,429
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$5,180,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Assets. partnership/joint venture interests at end of year2012-03-31$0
Assets. partnership/joint venture interests at beginning of year2012-03-31$0
Investment advisory and management fees2012-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$5,394,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$5,127,267
Value of interest in pooled separate accounts at end of year2012-03-31$0
Value of interest in pooled separate accounts at beginning of year2012-03-31$0
Interest on participant loans2012-03-31$0
Income. Interest from loans (other than to participants)2012-03-31$0
Interest earned on other investments2012-03-31$126
Income. Interest from US Government securities2012-03-31$0
Income. Interest from corporate debt instruments2012-03-31$0
Value of interest in master investment trust accounts at end of year2012-03-31$0
Value of interest in master investment trust accounts at beginning of year2012-03-31$0
Value of interest in common/collective trusts at end of year2012-03-31$0
Value of interest in common/collective trusts at beginning of year2012-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$39,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$34,135
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$0
Asset value of US Government securities at end of year2012-03-31$0
Asset value of US Government securities at beginning of year2012-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$0
Net investment gain/loss from pooled separate accounts2012-03-31$100,259
Net investment gain or loss from common/collective trusts2012-03-31$0
Net gain/loss from 103.12 investment entities2012-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Assets. Invements in employer securities at end of year2012-03-31$0
Assets. Invements in employer securities at beginning of year2012-03-31$0
Assets. Value of employer real property at end of year2012-03-31$0
Assets. Value of employer real property at beginning of year2012-03-31$0
Contributions received in cash from employer2012-03-31$280,088
Employer contributions (assets) at end of year2012-03-31$5,304
Employer contributions (assets) at beginning of year2012-03-31$8,787
Income. Dividends from preferred stock2012-03-31$0
Income. Dividends from common stock2012-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$453,017
Asset. Corporate debt instrument preferred debt at end of year2012-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$0
Contract administrator fees2012-03-31$11,229
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$0
Liabilities. Value of benefit claims payable at end of year2012-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$0
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$0
Aggregate carrying amount (costs) on sale of assets2012-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31D. WILLIAMS & COMPANY, PC
Accountancy firm EIN2012-03-31752512581
2011 : SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$0
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total transfer of assets to this plan2011-03-31$0
Total transfer of assets from this plan2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Expenses. Interest paid2011-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-03-31$0
Total income from all sources (including contributions)2011-03-31$1,169,393
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$406,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$383,355
Expenses. Certain deemed distributions of participant loans2011-03-31$0
Value of total corrective distributions2011-03-31$5,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$590,572
Value of total assets at end of year2011-03-31$5,180,312
Value of total assets at beginning of year2011-03-31$4,417,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$17,167
Total income from rents2011-03-31$0
Total interest from all sources2011-03-31$375
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$0
Assets. Real estate other than employer real property at end of year2011-03-31$0
Assets. Real estate other than employer real property at beginning of year2011-03-31$0
Administrative expenses professional fees incurred2011-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-03-31$0
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$314,422
Participant contributions at end of year2011-03-31$0
Participant contributions at beginning of year2011-03-31$0
Participant contributions at end of year2011-03-31$0
Participant contributions at beginning of year2011-03-31$531
Assets. Other investments not covered elsewhere at end of year2011-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$3,827
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$0
Assets. Loans (other than to participants) at end of year2011-03-31$0
Assets. Loans (other than to participants) at beginning of year2011-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$0
Other income not declared elsewhere2011-03-31$0
Administrative expenses (other) incurred2011-03-31$0
Liabilities. Value of operating payables at end of year2011-03-31$0
Liabilities. Value of operating payables at beginning of year2011-03-31$0
Total non interest bearing cash at end of year2011-03-31$10,123
Total non interest bearing cash at beginning of year2011-03-31$48,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Income. Non cash contributions2011-03-31$0
Value of net income/loss2011-03-31$762,900
Value of net assets at end of year (total assets less liabilities)2011-03-31$5,180,312
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$4,417,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Assets. partnership/joint venture interests at end of year2011-03-31$0
Assets. partnership/joint venture interests at beginning of year2011-03-31$0
Investment advisory and management fees2011-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$5,127,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$4,338,114
Value of interest in pooled separate accounts at end of year2011-03-31$0
Value of interest in pooled separate accounts at beginning of year2011-03-31$0
Interest on participant loans2011-03-31$0
Income. Interest from loans (other than to participants)2011-03-31$0
Interest earned on other investments2011-03-31$375
Income. Interest from US Government securities2011-03-31$0
Income. Interest from corporate debt instruments2011-03-31$0
Value of interest in master investment trust accounts at end of year2011-03-31$0
Value of interest in master investment trust accounts at beginning of year2011-03-31$0
Value of interest in common/collective trusts at end of year2011-03-31$0
Value of interest in common/collective trusts at beginning of year2011-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$34,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$24,462
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$0
Asset value of US Government securities at end of year2011-03-31$0
Asset value of US Government securities at beginning of year2011-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$0
Net investment gain/loss from pooled separate accounts2011-03-31$578,446
Net investment gain or loss from common/collective trusts2011-03-31$0
Net gain/loss from 103.12 investment entities2011-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Assets. Invements in employer securities at end of year2011-03-31$0
Assets. Invements in employer securities at beginning of year2011-03-31$0
Assets. Value of employer real property at end of year2011-03-31$0
Assets. Value of employer real property at beginning of year2011-03-31$0
Contributions received in cash from employer2011-03-31$272,323
Employer contributions (assets) at end of year2011-03-31$8,787
Employer contributions (assets) at beginning of year2011-03-31$5,544
Income. Dividends from preferred stock2011-03-31$0
Income. Dividends from common stock2011-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$383,355
Asset. Corporate debt instrument preferred debt at end of year2011-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$0
Contract administrator fees2011-03-31$17,167
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$0
Liabilities. Value of benefit claims payable at end of year2011-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$0
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$0
Aggregate carrying amount (costs) on sale of assets2011-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31D. WILLIAMS & COMPANY, PC
Accountancy firm EIN2011-03-31752512581

Form 5500 Responses for SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN

2022: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes
2007: SOUTH PLAINS COMMUNITY ACTION ASSOCIATION, INC. 401(K) PLAN 2007 form 5500 responses
2007-04-01Type of plan entitySingle employer plan
2007-04-01Submission has been amendedNo
2007-04-01This submission is the final filingNo
2007-04-01This return/report is a short plan year return/report (less than 12 months)No
2007-04-01Plan is a collectively bargained planNo
2007-04-01Plan funding arrangement – InsuranceYes
2007-04-01Plan funding arrangement – TrustYes
2007-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512853-000
Policy instance 1
Insurance contract or identification number512853-000
Number of Individuals Covered0
Insurance policy start date2022-04-01
Insurance policy end date2023-02-22
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,758
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4758
Additional information about fees paid to insurance brokerINVESTMENT FIDUCIARY FEE
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512853-000
Policy instance 1
Insurance contract or identification number512853-000
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512853-000
Policy instance 1
Insurance contract or identification number512853-000
Number of Individuals Covered520
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $4,089
Total amount of fees paid to insurance companyUSD $4,827
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 fees4827
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512853-000
Policy instance 1
Insurance contract or identification number512853-000
Number of Individuals Covered454
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $3,621
Total amount of fees paid to insurance companyUSD $4,139
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $905
Insurance broker organization code?3
Amount paid for insurance broker fees4139
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512853-000
Policy instance 1
Insurance contract or identification number512853-000
Number of Individuals Covered268
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $2,725
Total amount of fees paid to insurance companyUSD $3,918
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $681
Insurance broker organization code?3
Amount paid for insurance broker fees3918
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512853-000
Policy instance 2
Insurance contract or identification number512853-000
Number of Individuals Covered340
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $11,546
Total amount of fees paid to insurance companyUSD $9,971
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,546
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees9971
Insurance broker nameACTUARIES AND ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55168
Policy instance 1
Insurance contract or identification number55168
Number of Individuals Covered0
Insurance policy start date2017-04-01
Insurance policy end date2017-08-14
Total amount of commissions paid to insurance brokerUSD $7,028
Total amount of fees paid to insurance companyUSD $1,216
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,028
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1216
Insurance broker nameACTUARIES AND ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55168
Policy instance 1
Insurance contract or identification number55168
Number of Individuals Covered440
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $19,796
Total amount of fees paid to insurance companyUSD $3,389
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,796
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameACTUARIES AND ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55168
Policy instance 1
Insurance contract or identification number55168
Number of Individuals Covered442
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $19,662
Total amount of fees paid to insurance companyUSD $3,370
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $19,662
Insurance broker organization code?3
Amount paid for insurance broker fees3370
Insurance broker nameACTUARIES AND ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55168
Policy instance 1
Insurance contract or identification number55168
Number of Individuals Covered449
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $17,351
Total amount of fees paid to insurance companyUSD $3,076
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,351
Insurance broker organization code?3
Amount paid for insurance broker fees3076
Insurance broker nameACTUARIES AND ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55168
Policy instance 1
Insurance contract or identification number55168
Number of Individuals Covered466
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $16,289
Total amount of fees paid to insurance companyUSD $2,675
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,289
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees2675
Insurance broker nameACTUARIES AND ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55168
Policy instance 1
Insurance contract or identification number55168
Number of Individuals Covered472
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $17,003
Total amount of fees paid to insurance companyUSD $2,540
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55168
Policy instance 1
Insurance contract or identification number55168
Number of Individuals Covered663
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $13,916
Total amount of fees paid to insurance companyUSD $2,256
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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