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COMMUNITY LIVING 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCOMMUNITY LIVING 401(K) RETIREMENT PLAN
Plan identification number 001

COMMUNITY LIVING 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY LIVING has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY LIVING
Employer identification number (EIN):910854445
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about COMMUNITY LIVING

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1969-11-06
Company Identification Number: 600028363
Legal Registered Office Address: 125 N 50TH AVE

YAKIMA
United States of America (USA)
989082862

More information about COMMUNITY LIVING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY LIVING 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TODD MORROW
0012016-01-01TODD MORROW
0012015-01-01TODD MORROW
0012014-01-01LINDA SHOOT
0012014-01-01LINDA SHOOT
0012013-01-01LINDA SHOOT
0012012-01-01LINDA SHOOT
0012011-01-01LINDA SHOOT
0012009-01-01LINDA SHOOT

Plan Statistics for COMMUNITY LIVING 401(K) RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY LIVING 401(K) RETIREMENT PLAN

Measure Date Value
2022: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01388
Total number of active participants reported on line 7a of the Form 55002022-01-01358
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01379
Number of participants with account balances2022-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01469
Total number of active participants reported on line 7a of the Form 55002021-01-01349
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01373
Number of participants with account balances2021-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01460
Total number of active participants reported on line 7a of the Form 55002020-01-01416
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01441
Number of participants with account balances2020-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01393
Total number of active participants reported on line 7a of the Form 55002019-01-01387
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01410
Number of participants with account balances2019-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01369
Total number of active participants reported on line 7a of the Form 55002018-01-01332
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01352
Number of participants with account balances2018-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01361
Total number of active participants reported on line 7a of the Form 55002017-01-01304
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01323
Number of participants with account balances2017-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01336
Total number of active participants reported on line 7a of the Form 55002016-01-01271
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01288
Number of participants with account balances2016-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01325
Total number of active participants reported on line 7a of the Form 55002015-01-01267
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01290
Number of participants with account balances2015-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01293
Total number of active participants reported on line 7a of the Form 55002014-01-01264
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01285
Number of participants with account balances2014-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01274
Total number of active participants reported on line 7a of the Form 55002013-01-01255
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01269
Number of participants with account balances2013-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01248
Total number of active participants reported on line 7a of the Form 55002012-01-01237
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01253
Number of participants with account balances2012-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01241
Total number of active participants reported on line 7a of the Form 55002011-01-01210
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: COMMUNITY LIVING 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01201
Total number of active participants reported on line 7a of the Form 55002009-01-01193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01203
Number of participants with account balances2009-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on COMMUNITY LIVING 401(K) RETIREMENT PLAN

Measure Date Value
2022 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-315,851
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$682,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$656,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$404,675
Value of total assets at end of year2022-12-31$2,941,229
Value of total assets at beginning of year2022-12-31$3,939,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,582
Total interest from all sources2022-12-31$8,281
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$31,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$31,505
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$251,275
Participant contributions at end of year2022-12-31$163,408
Participant contributions at beginning of year2022-12-31$167,023
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-998,670
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,941,229
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,939,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,600,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,577,038
Income. Interest from loans (other than to participants)2022-12-31$8,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$177,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$195,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-760,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$152,051
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$656,237
Contract administrator fees2022-12-31$11,634
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$826,192
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$496,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$471,351
Expenses. Certain deemed distributions of participant loans2021-12-31$5,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$352,691
Value of total assets at end of year2021-12-31$3,939,899
Value of total assets at beginning of year2021-12-31$3,610,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,545
Total interest from all sources2021-12-31$10,312
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$34,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$34,370
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$210,589
Participant contributions at end of year2021-12-31$167,023
Participant contributions at beginning of year2021-12-31$147,399
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$329,814
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,939,899
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,610,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$7,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,577,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,462,686
Interest on participant loans2021-12-31$10,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$195,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$428,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$135,186
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$471,351
Contract administrator fees2021-12-31$12,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$837,381
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$279,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$275,622
Value of total corrective distributions2020-12-31$1,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$347,932
Value of total assets at end of year2020-12-31$3,610,085
Value of total assets at beginning of year2020-12-31$3,052,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,960
Total interest from all sources2020-12-31$11,759
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$113,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$113,019
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$217,681
Participant contributions at end of year2020-12-31$147,399
Participant contributions at beginning of year2020-12-31$182,882
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$20
Other income not declared elsewhere2020-12-31$-117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$557,910
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,610,085
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,052,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,462,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,869,172
Interest on participant loans2020-12-31$11,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$364,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$130,251
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$275,622
Contract administrator fees2020-12-31$1,960
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$815,215
Total income from all sources (including contributions)2019-12-31$815,215
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$237,174
Total of all expenses incurred2019-12-31$237,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$233,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$233,310
Value of total corrective distributions2019-12-31$2,174
Value of total corrective distributions2019-12-31$2,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$347,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$347,886
Value of total assets at end of year2019-12-31$3,052,175
Value of total assets at end of year2019-12-31$3,052,175
Value of total assets at beginning of year2019-12-31$2,474,134
Value of total assets at beginning of year2019-12-31$2,474,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,690
Total interest from all sources2019-12-31$12,150
Total interest from all sources2019-12-31$12,150
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$105,171
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$105,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$105,171
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$105,171
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$185,903
Contributions received from participants2019-12-31$185,903
Participant contributions at end of year2019-12-31$182,882
Participant contributions at end of year2019-12-31$182,882
Participant contributions at beginning of year2019-12-31$160,994
Participant contributions at beginning of year2019-12-31$160,994
Participant contributions at end of year2019-12-31$20
Participant contributions at end of year2019-12-31$20
Participant contributions at beginning of year2019-12-31$48
Participant contributions at beginning of year2019-12-31$48
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$72,871
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$72,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$578,041
Value of net income/loss2019-12-31$578,041
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,052,175
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,052,175
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,474,134
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,474,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,869,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,869,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,312,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,312,977
Interest on participant loans2019-12-31$12,150
Interest on participant loans2019-12-31$12,150
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$350,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$350,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$89,112
Contributions received in cash from employer2019-12-31$89,112
Employer contributions (assets) at end of year2019-12-31$101
Employer contributions (assets) at end of year2019-12-31$101
Employer contributions (assets) at beginning of year2019-12-31$115
Employer contributions (assets) at beginning of year2019-12-31$115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$233,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$233,310
Contract administrator fees2019-12-31$1,690
Contract administrator fees2019-12-31$1,690
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$257,551
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$130,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$130,334
Value of total corrective distributions2018-12-31$90
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$341,107
Value of total assets at end of year2018-12-31$2,474,134
Value of total assets at beginning of year2018-12-31$2,347,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$150
Total interest from all sources2018-12-31$6,482
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$127,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$127,008
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$197,906
Participant contributions at end of year2018-12-31$160,994
Participant contributions at beginning of year2018-12-31$92,913
Participant contributions at end of year2018-12-31$48
Participant contributions at beginning of year2018-12-31$33
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$126,977
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,474,134
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,347,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,312,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,033,349
Interest on participant loans2018-12-31$6,482
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$220,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-217,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$93,758
Employer contributions (assets) at end of year2018-12-31$115
Employer contributions (assets) at beginning of year2018-12-31$17
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$130,334
Contract administrator fees2018-12-31$150
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$583,499
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$208,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$208,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$264,518
Value of total assets at end of year2017-12-31$2,347,157
Value of total assets at beginning of year2017-12-31$1,972,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$4,224
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$86,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$86,446
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$179,559
Participant contributions at end of year2017-12-31$92,913
Participant contributions at beginning of year2017-12-31$81,051
Participant contributions at end of year2017-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$375,076
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,347,157
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,972,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,033,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,825,798
Interest on participant loans2017-12-31$4,224
Value of interest in common/collective trusts at end of year2017-12-31$220,845
Value of interest in common/collective trusts at beginning of year2017-12-31$65,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$228,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$84,959
Employer contributions (assets) at end of year2017-12-31$17
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$208,423
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2017-12-31410746749
2016 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$375,903
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$306,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$306,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$240,998
Value of total assets at end of year2016-12-31$1,972,081
Value of total assets at beginning of year2016-12-31$1,902,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$5,126
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$53,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$53,195
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$162,347
Participant contributions at end of year2016-12-31$81,051
Participant contributions at beginning of year2016-12-31$106,042
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$69,348
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,972,081
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,902,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,825,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,676,167
Interest on participant loans2016-12-31$5,126
Value of interest in common/collective trusts at end of year2016-12-31$65,085
Value of interest in common/collective trusts at beginning of year2016-12-31$120,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$76,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$73,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$306,555
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2016-12-31410746749
2015 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$208,110
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$243,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$243,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$209,237
Value of total assets at end of year2015-12-31$1,902,733
Value of total assets at beginning of year2015-12-31$1,938,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$5,556
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$83,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$83,503
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$142,473
Participant contributions at end of year2015-12-31$106,042
Participant contributions at beginning of year2015-12-31$101,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-35,692
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,902,733
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,938,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,676,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,721,510
Interest on participant loans2015-12-31$5,556
Value of interest in common/collective trusts at end of year2015-12-31$120,500
Value of interest in common/collective trusts at beginning of year2015-12-31$113,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$24
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-90,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$66,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$243,802
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2015-12-31410746749
2014 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$259,727
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$357,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$357,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$184,018
Value of total assets at end of year2014-12-31$1,938,425
Value of total assets at beginning of year2014-12-31$2,036,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$4,771
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$45,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$45,739
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$122,934
Participant contributions at end of year2014-12-31$101,958
Participant contributions at beginning of year2014-12-31$96,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-97,958
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,938,425
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,036,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,836,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,939,888
Interest on participant loans2014-12-31$4,771
Value of interest in common/collective trusts at end of year2014-12-31$113,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$25,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$61,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$357,685
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2014-12-31410746749
2013 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$473,405
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$272,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$272,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$160,870
Value of total assets at end of year2013-12-31$2,036,383
Value of total assets at beginning of year2013-12-31$1,835,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$5,154
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$43,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$43,274
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$111,230
Participant contributions at end of year2013-12-31$96,112
Participant contributions at beginning of year2013-12-31$111,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$201,383
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,036,383
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,835,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,939,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,723,155
Interest on participant loans2013-12-31$5,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$264,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$49,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$272,022
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2013-12-31410746749
2012 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$352,702
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$445,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$445,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$135,673
Value of total assets at end of year2012-12-31$1,835,000
Value of total assets at beginning of year2012-12-31$1,927,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$6,245
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$26,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$26,943
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$110,142
Participant contributions at end of year2012-12-31$111,564
Participant contributions at beginning of year2012-12-31$103,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-92,737
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,835,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,927,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,723,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,822,933
Interest on participant loans2012-12-31$6,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$183,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$25,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$445,439
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2012-12-31410746749
2011 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$131,858
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$74,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$74,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$151,432
Value of total assets at end of year2011-12-31$1,927,737
Value of total assets at beginning of year2011-12-31$1,870,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$5,376
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$28,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$28,680
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$130,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$121,757
Participant contributions at end of year2011-12-31$103,731
Participant contributions at beginning of year2011-12-31$90,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$57,241
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,927,737
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,870,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,822,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,779,527
Interest on participant loans2011-12-31$5,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$88
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-53,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$29,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$74,617
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : COMMUNITY LIVING 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$361,033
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$65,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$65,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$176,655
Value of total assets at end of year2010-12-31$1,870,496
Value of total assets at beginning of year2010-12-31$1,574,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$5,441
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$26,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$26,527
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$130,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$144,771
Participant contributions at end of year2010-12-31$90,881
Participant contributions at beginning of year2010-12-31$69,149
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$295,933
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,870,496
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,574,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,779,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,504,559
Interest on participant loans2010-12-31$5,152
Interest earned on other investments2010-12-31$87
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$88
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$152,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$31,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$65,100
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON & ALLEN
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for COMMUNITY LIVING 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered468
Insurance policy start date2022-05-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $88
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees88
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered428
Insurance policy start date2021-05-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $46
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees46
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3

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