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403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES
Plan identification number 001

403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

SENIOR CITIZEN SERVICES OF GREATER has sponsored the creation of one or more 401k plans.

Company Name:SENIOR CITIZEN SERVICES OF GREATER
Employer identification number (EIN):751251339
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01SEAN ERWIN2022-09-01
0012020-01-01HEATHER DOWLEN2021-10-06
0012019-01-01DAVID BARNES2020-09-09
0012018-01-01DAVID BARNES2019-10-10 MONIQUE BARBER2019-10-10
0012017-01-01DAVID BARNES2018-07-09 MONIQUE BARBER2018-07-16
0012016-01-01DAVID BARNES2017-06-12 JEROME H. MOSMAN2017-06-14
0012015-01-01DAVID BARNES2016-06-06 JEROME H. MOSMAN2016-06-08
0012014-01-01DAVID BARNES2015-08-06 JEROME H. MOSMAN2015-08-06
0012013-01-01DAVID BARNES2014-10-07 JEROME H. MOSMAN2014-10-07
0012012-01-01DAVID BARNES2013-07-30 JEROME H. MOSMAN2013-07-29
0012011-01-01DAVID BARNES2012-09-11 JEROME H MOSMAN2012-09-11
0012009-01-01DAVID BARNES JEROME H MOSMAN2010-07-20

Plan Statistics for 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES

Measure Date Value
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES 2009 401k membership
Total participants, beginning-of-year2009-01-0136
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0141

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES

Measure Date Value
2011 : 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES 2011 401k financial data
Total income from all sources2011-12-31$6,296
Expenses. Total of all expenses incurred2011-12-31$393,419
Benefits paid (including direct rollovers)2011-12-31$393,103
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$387,123
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$6,296
Net income (gross income less expenses)2011-12-31$-387,123
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$387,123
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$316
2010 : 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES 2010 401k financial data
Total income from all sources2010-12-31$53,953
Expenses. Total of all expenses incurred2010-12-31$37,174
Benefits paid (including direct rollovers)2010-12-31$36,533
Total plan assets at end of year2010-12-31$387,123
Total plan assets at beginning of year2010-12-31$370,344
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$17,440
Net income (gross income less expenses)2010-12-31$16,779
Net plan assets at end of year (total assets less liabilities)2010-12-31$387,123
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$370,344
Assets. Value of participant loans2010-12-31$28,647
Total contributions received or receivable from employer(s)2010-12-31$36,513
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$641
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$36,513
Amount contributed by the employer to the plan for this plan year2010-12-31$36,513
2009 : 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$35,855
Amount contributed by the employer to the plan for this plan year2009-12-31$35,855

Form 5500 Responses for 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES

2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIOR CITIZEN SERVICES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052995-C
Policy instance 1
Insurance contract or identification number052995-C
Number of Individuals Covered37
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $165
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJODY JURICA

Potentially related plans

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