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Plan Name | DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DEVELOPMENTAL DISABILITIES RESOURCE CENTER |
Employer identification number (EIN): | 846035455 |
NAIC Classification: | 621340 |
NAIC Description: | Offices of Physical, Occupational and Speech Therapists, and Audiologists |
Additional information about DEVELOPMENTAL DISABILITIES RESOURCE CENTER
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1964-06-23 |
Company Identification Number: | 19871330666 |
Legal Registered Office Address: |
11177 W 8TH AVE LAKEWOOD United States of America (USA) 80215 |
More information about DEVELOPMENTAL DISABILITIES RESOURCE CENTER
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | ROBERT DEHERRERA | |||
003 | 2016-01-01 | ROBERT DEHERRERA | |||
003 | 2015-01-01 | ROBERT A DEHERRERA | |||
003 | 2015-01-01 | ROBERT A DEHERRERA | |||
003 | 2014-01-01 | ROBERT A DEHERRERA | |||
003 | 2013-01-01 | ROBERT A DEHERRERA | |||
003 | 2012-01-01 | ROBERT A DEHERRERA | |||
003 | 2011-01-01 | ROBERT A DEHERRERA | |||
003 | 2009-01-01 | ROBERT A DEHERRERA |
Measure | Date | Value |
---|---|---|
2022: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 468 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 279 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 157 |
Total of all active and inactive participants | 2022-01-01 | 436 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 438 |
Number of participants with account balances | 2022-01-01 | 341 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 490 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 308 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 150 |
Total of all active and inactive participants | 2021-01-01 | 458 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 458 |
Number of participants with account balances | 2021-01-01 | 349 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 487 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 149 |
Total of all active and inactive participants | 2020-01-01 | 469 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 469 |
Number of participants with account balances | 2020-01-01 | 363 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 482 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 324 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 143 |
Total of all active and inactive participants | 2019-01-01 | 467 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 467 |
Number of participants with account balances | 2019-01-01 | 368 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 486 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 317 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 147 |
Total of all active and inactive participants | 2018-01-01 | 464 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 464 |
Number of participants with account balances | 2018-01-01 | 370 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 502 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 333 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 136 |
Total of all active and inactive participants | 2017-01-01 | 469 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 469 |
Number of participants with account balances | 2017-01-01 | 373 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 501 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 346 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 133 |
Total of all active and inactive participants | 2016-01-01 | 479 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 479 |
Number of participants with account balances | 2016-01-01 | 377 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 503 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 343 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 132 |
Total of all active and inactive participants | 2015-01-01 | 475 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 475 |
Number of participants with account balances | 2015-01-01 | 379 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 529 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 363 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 127 |
Total of all active and inactive participants | 2014-01-01 | 490 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 490 |
Number of participants with account balances | 2014-01-01 | 379 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 550 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 392 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 118 |
Total of all active and inactive participants | 2013-01-01 | 510 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 510 |
Number of participants with account balances | 2013-01-01 | 388 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 583 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 415 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 118 |
Total of all active and inactive participants | 2012-01-01 | 533 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 533 |
Number of participants with account balances | 2012-01-01 | 402 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 594 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 436 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 129 |
Total of all active and inactive participants | 2011-01-01 | 565 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 566 |
Number of participants with account balances | 2011-01-01 | 409 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 575 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 427 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 128 |
Total of all active and inactive participants | 2009-01-01 | 555 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 555 |
Number of participants with account balances | 2009-01-01 | 393 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,570,203 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,540,315 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,480,788 |
Value of total corrective distributions | 2022-12-31 | $9,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,139,595 |
Value of total assets at end of year | 2022-12-31 | $20,653,452 |
Value of total assets at beginning of year | 2022-12-31 | $26,763,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $49,932 |
Total interest from all sources | 2022-12-31 | $25,118 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $823,569 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $823,569 |
Administrative expenses professional fees incurred | 2022-12-31 | $9,060 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $798,932 |
Participant contributions at end of year | 2022-12-31 | $261,774 |
Participant contributions at beginning of year | 2022-12-31 | $291,823 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,670 |
Other income not declared elsewhere | 2022-12-31 | $8,849 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,110,518 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $20,653,452 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $26,763,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $25,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $19,517,776 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $25,688,560 |
Interest on participant loans | 2022-12-31 | $13,022 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $873,902 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $783,587 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $783,587 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $12,096 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,567,334 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $338,993 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,480,788 |
Contract administrator fees | 2022-12-31 | $15,872 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LOGAN, THOMAS AND JOHNSON LLC |
Accountancy firm EIN | 2022-12-31 | 201943886 |
2021 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,199,495 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,673,476 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,642,677 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,067,004 |
Value of total assets at end of year | 2021-12-31 | $26,763,970 |
Value of total assets at beginning of year | 2021-12-31 | $25,237,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $30,799 |
Total interest from all sources | 2021-12-31 | $14,889 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,841,075 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,841,075 |
Administrative expenses professional fees incurred | 2021-12-31 | $2,418 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $731,843 |
Participant contributions at end of year | 2021-12-31 | $291,823 |
Participant contributions at beginning of year | 2021-12-31 | $306,339 |
Other income not declared elsewhere | 2021-12-31 | $64,909 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,526,019 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $26,763,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $25,237,951 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $25,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $25,688,560 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $23,795,657 |
Interest on participant loans | 2021-12-31 | $14,889 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $783,587 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,135,955 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,135,955 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,211,618 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $335,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,642,677 |
Contract administrator fees | 2021-12-31 | $3,381 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LOGAN, THOMAS AND JOHNSON LLC |
Accountancy firm EIN | 2021-12-31 | 201943886 |
2020 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,977,992 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,179,204 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,152,522 |
Value of total corrective distributions | 2020-12-31 | $407 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,067,134 |
Value of total assets at end of year | 2020-12-31 | $25,237,951 |
Value of total assets at beginning of year | 2020-12-31 | $22,439,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $26,275 |
Total interest from all sources | 2020-12-31 | $19,943 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $736,872 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $736,872 |
Administrative expenses professional fees incurred | 2020-12-31 | $180 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $727,305 |
Participant contributions at end of year | 2020-12-31 | $306,339 |
Participant contributions at beginning of year | 2020-12-31 | $305,940 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,641 |
Other income not declared elsewhere | 2020-12-31 | $55,924 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,798,788 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $25,237,951 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $22,439,163 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $25,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $23,795,657 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $21,254,524 |
Interest on participant loans | 2020-12-31 | $17,470 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,135,955 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $878,699 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $878,699 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,473 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,098,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $338,188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,152,522 |
Contract administrator fees | 2020-12-31 | $1,095 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LOGAN, THOMAS AND JOHNSON LLC |
Accountancy firm EIN | 2020-12-31 | 201943886 |
2019 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,850,368 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,179,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,153,978 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,053,704 |
Value of total assets at end of year | 2019-12-31 | $22,439,163 |
Value of total assets at beginning of year | 2019-12-31 | $18,768,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $25,880 |
Total interest from all sources | 2019-12-31 | $37,199 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,069,362 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,069,362 |
Administrative expenses professional fees incurred | 2019-12-31 | $145 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $720,492 |
Participant contributions at end of year | 2019-12-31 | $305,940 |
Participant contributions at beginning of year | 2019-12-31 | $452,359 |
Participant contributions at beginning of year | 2019-12-31 | $55,008 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,024 |
Other income not declared elsewhere | 2019-12-31 | $52,023 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,670,510 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,439,163 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,768,653 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $25,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,254,524 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,189,120 |
Interest on participant loans | 2019-12-31 | $20,693 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $878,699 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,046,205 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,046,205 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $16,506 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,638,080 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $332,188 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $25,961 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,153,978 |
Contract administrator fees | 2019-12-31 | $735 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LOGAN, THOMAS AND JOHNSON LLC |
Accountancy firm EIN | 2019-12-31 | 201943886 |
2018 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $98,753 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,131,429 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,101,997 |
Value of total corrective distributions | 2018-12-31 | $2,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,039,629 |
Value of total assets at end of year | 2018-12-31 | $18,768,653 |
Value of total assets at beginning of year | 2018-12-31 | $19,801,329 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $26,993 |
Total interest from all sources | 2018-12-31 | $34,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,096,585 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,096,585 |
Administrative expenses professional fees incurred | 2018-12-31 | $405 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $715,647 |
Participant contributions at end of year | 2018-12-31 | $452,359 |
Participant contributions at beginning of year | 2018-12-31 | $450,219 |
Participant contributions at end of year | 2018-12-31 | $55,008 |
Other income not declared elsewhere | 2018-12-31 | $57,676 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,032,676 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,768,653 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,801,329 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $25,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,189,120 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,417,559 |
Interest on participant loans | 2018-12-31 | $19,454 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,046,205 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $933,551 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $933,551 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $14,640 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,129,231 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $323,982 |
Employer contributions (assets) at end of year | 2018-12-31 | $25,961 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,101,997 |
Contract administrator fees | 2018-12-31 | $1,588 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LOGAN, THOMAS AND JOHNSON LLC |
Accountancy firm EIN | 2018-12-31 | 201943886 |
2017 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,034,069 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,514,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,491,335 |
Value of total corrective distributions | 2017-12-31 | $1,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,024,351 |
Value of total assets at end of year | 2017-12-31 | $19,801,329 |
Value of total assets at beginning of year | 2017-12-31 | $17,281,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $21,027 |
Total interest from all sources | 2017-12-31 | $23,493 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $765,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $765,400 |
Administrative expenses professional fees incurred | 2017-12-31 | $612 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $705,753 |
Participant contributions at end of year | 2017-12-31 | $450,219 |
Participant contributions at beginning of year | 2017-12-31 | $390,514 |
Other income not declared elsewhere | 2017-12-31 | $25,420 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,519,748 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,801,329 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $17,281,581 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $18,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,417,559 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $15,988,870 |
Interest on participant loans | 2017-12-31 | $18,835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $933,551 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $902,197 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $902,197 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,658 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,195,405 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $318,598 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,491,335 |
Contract administrator fees | 2017-12-31 | $1,665 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LOGAN, THOMAS, AND JOHNSON LLC |
Accountancy firm EIN | 2017-12-31 | 201943886 |
2016 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,167,877 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $988,837 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $986,815 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,064,519 |
Value of total assets at end of year | 2016-12-31 | $17,281,581 |
Value of total assets at beginning of year | 2016-12-31 | $16,102,541 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,022 |
Total interest from all sources | 2016-12-31 | $15,653 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $555,126 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $555,126 |
Administrative expenses professional fees incurred | 2016-12-31 | $340 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $689,716 |
Participant contributions at end of year | 2016-12-31 | $390,514 |
Participant contributions at beginning of year | 2016-12-31 | $367,352 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $73,402 |
Other income not declared elsewhere | 2016-12-31 | $1,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,179,040 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $17,281,581 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,102,541 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $15,988,870 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $14,883,167 |
Interest on participant loans | 2016-12-31 | $15,460 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $902,197 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $851,602 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $851,602 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $193 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $530,854 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $301,401 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $420 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $986,815 |
Contract administrator fees | 2016-12-31 | $1,682 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LOGAN, THOMAS AND JOHNSON LLC |
Accountancy firm EIN | 2016-12-31 | 201943886 |
2015 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,098,862 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $627,666 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $626,066 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $986,070 |
Value of total assets at end of year | 2015-12-31 | $16,102,541 |
Value of total assets at beginning of year | 2015-12-31 | $15,631,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,600 |
Total interest from all sources | 2015-12-31 | $17,118 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $833,650 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $833,650 |
Administrative expenses professional fees incurred | 2015-12-31 | $320 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $662,908 |
Participant contributions at end of year | 2015-12-31 | $367,352 |
Participant contributions at beginning of year | 2015-12-31 | $435,925 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $33,891 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $482 |
Other income not declared elsewhere | 2015-12-31 | $1,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $471,196 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,102,541 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,631,345 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $14,883,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,389,424 |
Interest on participant loans | 2015-12-31 | $17,118 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $851,602 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $805,514 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $805,514 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-739,576 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $289,271 |
Employer contributions (assets) at end of year | 2015-12-31 | $420 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $626,066 |
Contract administrator fees | 2015-12-31 | $1,280 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LOGAN, THOMAS, JOHNSON LLP |
Accountancy firm EIN | 2015-12-31 | 201943886 |
2014 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,761,665 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,291,970 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,288,417 |
Value of total corrective distributions | 2014-12-31 | $3,278 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $935,278 |
Value of total assets at end of year | 2014-12-31 | $15,631,345 |
Value of total assets at beginning of year | 2014-12-31 | $15,161,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $275 |
Total interest from all sources | 2014-12-31 | $16,303 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $861,259 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $861,259 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $628,539 |
Participant contributions at end of year | 2014-12-31 | $435,925 |
Participant contributions at beginning of year | 2014-12-31 | $346,973 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $10,352 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $482 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,973 |
Other income not declared elsewhere | 2014-12-31 | $1,652 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $469,695 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,631,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $15,161,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,389,424 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,469,309 |
Interest on participant loans | 2014-12-31 | $16,303 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $805,514 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $343,395 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $343,395 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-52,827 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $296,387 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,288,417 |
Contract administrator fees | 2014-12-31 | $275 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LOGAN, THOMAS, JOHNSON LLP |
Accountancy firm EIN | 2014-12-31 | 201943886 |
2013 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,709,230 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $829,018 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $826,330 |
Value of total corrective distributions | 2013-12-31 | $2,560 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $947,397 |
Value of total assets at end of year | 2013-12-31 | $15,161,650 |
Value of total assets at beginning of year | 2013-12-31 | $12,281,438 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $128 |
Total interest from all sources | 2013-12-31 | $14,076 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $587,829 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $587,829 |
Administrative expenses professional fees incurred | 2013-12-31 | $28 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $614,009 |
Participant contributions at end of year | 2013-12-31 | $346,973 |
Participant contributions at beginning of year | 2013-12-31 | $299,534 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $43,598 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,973 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,880,212 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $15,161,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,281,438 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,469,309 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,596,096 |
Interest on participant loans | 2013-12-31 | $14,076 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $343,395 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $385,808 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $385,808 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,159,928 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $289,790 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $826,330 |
Contract administrator fees | 2013-12-31 | $100 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LOGAN, THOMAS, JOHNSON LLP |
Accountancy firm EIN | 2013-12-31 | 201943886 |
2012 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,517,199 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $540,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $537,431 |
Value of total corrective distributions | 2012-12-31 | $2,574 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $924,865 |
Value of total assets at end of year | 2012-12-31 | $12,281,438 |
Value of total assets at beginning of year | 2012-12-31 | $10,304,656 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $412 |
Total interest from all sources | 2012-12-31 | $14,512 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $268,171 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $268,171 |
Administrative expenses professional fees incurred | 2012-12-31 | $387 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $622,842 |
Participant contributions at end of year | 2012-12-31 | $299,534 |
Participant contributions at beginning of year | 2012-12-31 | $369,172 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,887 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,976,782 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,281,438 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,304,656 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,596,096 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,309,400 |
Interest on participant loans | 2012-12-31 | $14,512 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $385,808 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $626,084 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $626,084 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,309,651 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $300,136 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $537,431 |
Contract administrator fees | 2012-12-31 | $25 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LOGAN, THOMAS, JOHNSON LLP |
Accountancy firm EIN | 2012-12-31 | 201943886 |
2011 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $377,807 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $432,049 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $388,473 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $39,876 |
Value of total corrective distributions | 2011-12-31 | $3,625 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $943,291 |
Value of total assets at end of year | 2011-12-31 | $10,304,656 |
Value of total assets at beginning of year | 2011-12-31 | $10,358,898 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $75 |
Total interest from all sources | 2011-12-31 | $15,275 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $192,200 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $192,200 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $625,906 |
Participant contributions at end of year | 2011-12-31 | $369,172 |
Participant contributions at beginning of year | 2011-12-31 | $262,843 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $16,499 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-54,242 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,304,656 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,358,898 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,309,400 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,771,691 |
Interest on participant loans | 2011-12-31 | $15,275 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $626,084 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $324,364 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $324,364 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-772,959 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $300,886 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $388,473 |
Contract administrator fees | 2011-12-31 | $75 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LOGAN THOMAS JOHNSON LLP |
Accountancy firm EIN | 2011-12-31 | 201943886 |
2010 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,995,060 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $533,459 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $502,092 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $29,230 |
Value of total corrective distributions | 2010-12-31 | $2,137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $899,819 |
Value of total assets at end of year | 2010-12-31 | $10,358,898 |
Value of total assets at beginning of year | 2010-12-31 | $8,897,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $16,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $176,834 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $176,834 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $596,966 |
Participant contributions at end of year | 2010-12-31 | $262,843 |
Participant contributions at beginning of year | 2010-12-31 | $274,917 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $45,363 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $764 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $1,461,601 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,358,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,897,297 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,771,691 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,177,022 |
Interest on participant loans | 2010-12-31 | $16,961 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $324,364 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $377,268 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $377,268 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $901,446 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $302,089 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $22,727 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $502,092 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LOGAN THOMAS JOHNSON LLP |
Accountancy firm EIN | 2010-12-31 | 201943886 |
2009 : DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |