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403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES
Plan identification number 001

403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ALPHA SUPPORTED LIVING SERVICES has sponsored the creation of one or more 401k plans.

Company Name:ALPHA SUPPORTED LIVING SERVICES
Employer identification number (EIN):910933802
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about ALPHA SUPPORTED LIVING SERVICES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1974-01-16
Company Identification Number: 601138481
Legal Registered Office Address: 16030 JUANITA-WOODINVILLE WAY

BOTHELL
United States of America (USA)
980110000

More information about ALPHA SUPPORTED LIVING SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES

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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ARTHUR BRYANT ARTHUR BRYANT2018-10-15
0012016-01-01SCOTT LIVENGOOD SCOTT LIVENGOOD2017-10-09
0012015-01-01SCOTT LIVENGOOD SCOTT LIVENGOOD2016-10-13
0012014-01-01SCOTT LIVENGOOD SCOTT LIVENGOOD2015-10-07
0012013-01-01SCOTT LIVENGOOD
0012012-01-01SCOTT LIVENGOOD SCOTT LIVENGOOD2013-09-03
0012011-01-01SCOTT LIVENGOOD SCOTT LIVENGOOD2012-10-10
0012009-01-01SCOTT LIVENGOOD SCOTT LIVENGOOD2010-10-14

Plan Statistics for 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES

Measure Date Value
2022: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2022 401k membership
Total participants, beginning-of-year2022-01-01812
Total number of active participants reported on line 7a of the Form 55002022-01-01946
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01238
Total of all active and inactive participants2022-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,184
Number of participants with account balances2022-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2021 401k membership
Total participants, beginning-of-year2021-01-01655
Total number of active participants reported on line 7a of the Form 55002021-01-01693
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01117
Total of all active and inactive participants2021-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01812
Number of participants with account balances2021-01-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2020 401k membership
Total participants, beginning-of-year2020-01-01609
Total number of active participants reported on line 7a of the Form 55002020-01-01549
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01655
Number of participants with account balances2020-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2019 401k membership
Total participants, beginning-of-year2019-01-01564
Total number of active participants reported on line 7a of the Form 55002019-01-01485
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01124
Total of all active and inactive participants2019-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01609
Number of participants with account balances2019-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2018 401k membership
Total participants, beginning-of-year2018-01-01569
Total number of active participants reported on line 7a of the Form 55002018-01-01464
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01564
Number of participants with account balances2018-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2017 401k membership
Total participants, beginning-of-year2017-01-01434
Total number of active participants reported on line 7a of the Form 55002017-01-01539
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01569
Number of participants with account balances2017-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2016 401k membership
Total participants, beginning-of-year2016-01-01382
Total number of active participants reported on line 7a of the Form 55002016-01-01407
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01434
Number of participants with account balances2016-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2015 401k membership
Total participants, beginning-of-year2015-01-01345
Total number of active participants reported on line 7a of the Form 55002015-01-01364
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01382
Number of participants with account balances2015-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2014 401k membership
Total participants, beginning-of-year2014-01-01305
Total number of active participants reported on line 7a of the Form 55002014-01-01330
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01345
Number of participants with account balances2014-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2013 401k membership
Total participants, beginning-of-year2013-01-01277
Total number of active participants reported on line 7a of the Form 55002013-01-01287
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01305
Number of participants with account balances2013-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2012 401k membership
Total participants, beginning-of-year2012-01-01272
Total number of active participants reported on line 7a of the Form 55002012-01-01261
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 participants2012-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01277
Number of participants with account balances2012-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2011 401k membership
Total participants, beginning-of-year2011-01-01250
Total number of active participants reported on line 7a of the Form 55002011-01-01259
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01272
Number of participants with account balances2011-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-01242
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01245
Number of participants with account balances2009-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES

Measure Date Value
2022 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
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$412,809
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$301,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$296,661
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,411,522
Value of total assets at end of year2022-12-31$7,520,598
Value of total assets at beginning of year2022-12-31$7,409,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,786
Total interest from all sources2022-12-31$11,377
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$716,347
Participant contributions at end of year2022-12-31$362,330
Participant contributions at beginning of year2022-12-31$175,922
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,586
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$4,786
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$111,362
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,520,598
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,409,236
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,898,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,020,271
Interest on participant loans2022-12-31$7,719
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$3,658
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,259,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,213,043
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,010,090
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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$666,589
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$296,661
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH BUDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2022-12-31911275259
2021 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,083,757
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$225,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$216,576
Expenses. Certain deemed distributions of participant loans2021-12-31$3,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,270,949
Value of total assets at end of year2021-12-31$7,409,236
Value of total assets at beginning of year2021-12-31$5,550,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,512
Total interest from all sources2021-12-31$19,843
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$605,416
Participant contributions at end of year2021-12-31$175,922
Participant contributions at beginning of year2021-12-31$180,711
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$122,995
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$5,512
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$1,858,293
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,409,236
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,550,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,020,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,362,045
Interest on participant loans2021-12-31$6,944
Interest earned on other investments2021-12-31$12,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,213,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,008,187
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$792,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$542,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$216,576
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2021-12-31911275259
2020 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,562,405
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$325,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$318,081
Expenses. Certain deemed distributions of participant loans2020-12-31$3,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,006,776
Value of total assets at end of year2020-12-31$5,550,943
Value of total assets at beginning of year2020-12-31$4,314,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,410
Total interest from all sources2020-12-31$18,061
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$517,032
Participant contributions at end of year2020-12-31$180,711
Participant contributions at beginning of year2020-12-31$162,850
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$64,046
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$4,410
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$1,236,914
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,550,943
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,314,029
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$4,362,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,294,949
Interest on participant loans2020-12-31$6,820
Interest earned on other investments2020-12-31$11,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,008,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$856,230
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$537,568
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$425,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$318,081
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SMITH BUNDAY BERMAN BRITTON P.S.
Accountancy firm EIN2020-12-31911275259
2019 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$1,263,876
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$182,742
Total of all expenses incurred2019-12-31$182,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$178,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$178,945
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$697,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$697,756
Value of total assets at end of year2019-12-31$4,314,029
Value of total assets at end of year2019-12-31$4,314,029
Value of total assets at beginning of year2019-12-31$3,232,895
Value of total assets at beginning of year2019-12-31$3,232,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,797
Total interest from all sources2019-12-31$22,598
Total interest from all sources2019-12-31$22,598
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$382,095
Contributions received from participants2019-12-31$382,095
Participant contributions at end of year2019-12-31$162,850
Participant contributions at end of year2019-12-31$162,850
Participant contributions at beginning of year2019-12-31$160,346
Participant contributions at beginning of year2019-12-31$160,346
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,086
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,086
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$3,797
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$1,081,134
Value of net income/loss2019-12-31$1,081,134
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,314,029
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,314,029
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,232,895
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,232,895
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$3,294,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,294,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,328,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,328,923
Interest on participant loans2019-12-31$6,126
Interest on participant loans2019-12-31$6,126
Interest earned on other investments2019-12-31$16,472
Interest earned on other investments2019-12-31$16,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$856,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$856,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$743,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$743,626
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$543,522
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$269,575
Contributions received in cash from employer2019-12-31$269,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$178,945
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 name2019-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm name2019-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2019-12-31911275259
Accountancy firm EIN2019-12-31911275259
2018 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$372,515
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$332,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$329,726
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$556,377
Value of total assets at end of year2018-12-31$3,232,896
Value of total assets at beginning of year2018-12-31$3,193,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,039
Total interest from all sources2018-12-31$8,801
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$312,986
Participant contributions at end of year2018-12-31$160,346
Participant contributions at beginning of year2018-12-31$170,355
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,831
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,039
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$39,750
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,232,896
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,193,146
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$2,328,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,311,968
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$8,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$743,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$710,823
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-192,663
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$235,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$329,726
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 name2018-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2018-12-31911275259
2017 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$793,261
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$60,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$55,798
Expenses. Certain deemed distributions of participant loans2017-12-31$1,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$491,542
Value of total assets at end of year2017-12-31$3,193,146
Value of total assets at beginning of year2017-12-31$2,460,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,951
Total interest from all sources2017-12-31$8,271
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$291,369
Participant contributions at end of year2017-12-31$170,355
Participant contributions at beginning of year2017-12-31$164,922
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$684
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,951
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$732,708
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,193,146
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,460,438
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$2,311,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,738,666
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$8,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$710,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$556,850
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$293,448
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$199,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$55,798
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 name2017-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2017-12-31911275259
2016 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$553,890
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$148,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$146,114
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$404,843
Value of total assets at end of year2016-12-31$2,460,438
Value of total assets at beginning of year2016-12-31$2,055,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,834
Total interest from all sources2016-12-31$6,483
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$224,837
Participant contributions at end of year2016-12-31$164,922
Participant contributions at beginning of year2016-12-31$98,491
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,287
Other income not declared elsewhere2016-12-31$10
Administrative expenses (other) incurred2016-12-31$2,834
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$404,942
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,460,438
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,055,496
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$1,738,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,511,561
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$6,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$556,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$445,444
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$142,554
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$158,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$146,114
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 name2016-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2016-12-31911275259
2015 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$302,020
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$107,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$105,048
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$325,097
Value of total assets at end of year2015-12-31$2,055,496
Value of total assets at beginning of year2015-12-31$1,861,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,828
Total interest from all sources2015-12-31$5,003
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$184,704
Participant contributions at end of year2015-12-31$98,491
Participant contributions at beginning of year2015-12-31$90,976
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$300
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$2,828
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$194,144
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,055,496
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,861,352
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$1,511,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,403,669
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$5,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$445,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$366,707
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-28,080
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$140,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$105,048
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 name2015-12-31SMITH BUNDAY BERMAN BRITTON, PS
Accountancy firm EIN2015-12-31911275259
2014 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$392,031
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$84,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$77,148
Expenses. Certain deemed distributions of participant loans2014-12-31$4,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$304,629
Value of total assets at end of year2014-12-31$1,861,352
Value of total assets at beginning of year2014-12-31$1,553,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,843
Total interest from all sources2014-12-31$4,076
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$164,187
Participant contributions at end of year2014-12-31$90,976
Participant contributions at beginning of year2014-12-31$109,364
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,952
Other income not declared elsewhere2014-12-31$14
Administrative expenses (other) incurred2014-12-31$2,843
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$307,552
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,861,352
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,553,800
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$1,403,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,184,655
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$4,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$366,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$259,781
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$83,312
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$121,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$77,148
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 name2014-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2014-12-31911275259
2013 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$474,663
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$70,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$67,107
Expenses. Certain deemed distributions of participant loans2013-12-31$1,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$258,463
Value of total assets at end of year2013-12-31$1,553,800
Value of total assets at beginning of year2013-12-31$1,150,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,783
Total interest from all sources2013-12-31$3,489
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$148,663
Participant contributions at end of year2013-12-31$109,364
Participant contributions at beginning of year2013-12-31$47,987
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,218
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$2,783
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$403,721
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,553,800
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,150,079
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$1,184,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$895,098
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$3,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$259,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$206,994
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$212,711
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$108,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$67,107
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 name2013-12-31SMITH BUNDAY BERMAN BRITTON, PS
Accountancy firm EIN2013-12-31911275259
2012 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$350,590
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$60,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$57,874
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$258,750
Value of total assets at end of year2012-12-31$1,150,079
Value of total assets at beginning of year2012-12-31$860,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,666
Total interest from all sources2012-12-31$3,568
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$149,312
Participant contributions at end of year2012-12-31$47,987
Participant contributions at beginning of year2012-12-31$26,846
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,848
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,666
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$290,050
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,150,079
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$860,029
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$895,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$679,604
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$3,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$206,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$153,579
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$88,272
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$106,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$57,874
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 name2012-12-31SMITH BUNDAY BERMAN BRILTON, P.S.
Accountancy firm EIN2012-12-31911275259
2011 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$273,831
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$70,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$65,176
Expenses. Certain deemed distributions of participant loans2011-12-31$3,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$281,954
Value of total assets at end of year2011-12-31$860,029
Value of total assets at beginning of year2011-12-31$657,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,461
Total interest from all sources2011-12-31$2,730
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$165,187
Participant contributions at end of year2011-12-31$26,846
Participant contributions at beginning of year2011-12-31$4,897
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,728
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$2,461
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$202,943
Value of net assets at end of year (total assets less liabilities)2011-12-31$860,029
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$657,086
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$679,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$549,121
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$2,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$153,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$103,068
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-10,853
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$111,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$65,176
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 name2011-12-31SMITH BUNDAY BERMAN BRITTEN, P.S.
Accountancy firm EIN2011-12-31911275259
2010 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$319,289
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$29,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,025
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$251,303
Value of total assets at end of year2010-12-31$657,086
Value of total assets at beginning of year2010-12-31$366,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,026
Total interest from all sources2010-12-31$2,444
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$157,020
Participant contributions at end of year2010-12-31$4,897
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,559
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$2,026
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$290,238
Value of net assets at end of year (total assets less liabilities)2010-12-31$657,086
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$366,848
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$549,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$300,294
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$2,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$103,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$66,554
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$65,542
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$92,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$27,025
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 name2010-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2010-12-31911275259
2009 : 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES

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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057608F
Policy instance 1
Insurance contract or identification number057608F
Number of Individuals Covered1184
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,645
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3645
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057608F
Policy instance 1
Insurance contract or identification number057608F
Number of Individuals Covered812
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,290
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1290
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057608F
Policy instance 1
Insurance contract or identification number057608F
Number of Individuals Covered655
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,290
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1290
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057608F
Policy instance 1
Insurance contract or identification number057608F
Number of Individuals Covered609
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,897
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1897
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057608F
Policy instance 1
Insurance contract or identification number057608F
Number of Individuals Covered564
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057608F
Policy instance 1
Insurance contract or identification number057608F
Number of Individuals Covered569
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,586
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1586
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE

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