BAY AREA LEGAL AID has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2022 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,125,569 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,306,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,301,727 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,482,368 |
Value of total assets at end of year | 2022-12-31 | $13,501,061 |
Value of total assets at beginning of year | 2022-12-31 | $15,932,859 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,502 |
Total interest from all sources | 2022-12-31 | $6,287 |
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 year | 2022-12-31 | No |
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 year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $737,510 |
Participant contributions at end of year | 2022-12-31 | $75,817 |
Participant contributions at beginning of year | 2022-12-31 | $93,565 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $313,931 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $2,777 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-2,431,798 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,501,061 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,932,859 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $12,005,872 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,537,205 |
Interest on participant loans | 2022-12-31 | $2,733 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $3,554 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,419,372 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,302,089 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,614,224 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $430,927 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,301,727 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $1,725 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HARRINGTON GROUP CPAS LLC |
Accountancy firm EIN | 2022-12-31 | 954557617 |
2021 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,490,486 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $443,351 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $441,432 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,541,747 |
Value of total assets at end of year | 2021-12-31 | $15,932,859 |
Value of total assets at beginning of year | 2021-12-31 | $12,885,724 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,919 |
Total interest from all sources | 2021-12-31 | $19,758 |
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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $800,489 |
Participant contributions at end of year | 2021-12-31 | $93,565 |
Participant contributions at beginning of year | 2021-12-31 | $104,135 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $330,167 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $1,919 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,047,135 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,932,859 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,885,724 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $14,537,205 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,303,477 |
Interest on participant loans | 2021-12-31 | $5,369 |
Interest earned on other investments | 2021-12-31 | $14,389 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,302,089 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,478,112 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,928,981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $411,091 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $441,432 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HARRINGTON GROUP CPAS LLP |
Accountancy firm EIN | 2021-12-31 | 954557617 |
2020 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,572,097 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,011,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,009,661 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,141,441 |
Value of total assets at end of year | 2020-12-31 | $12,885,724 |
Value of total assets at beginning of year | 2020-12-31 | $11,325,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,871 |
Total interest from all sources | 2020-12-31 | $19,634 |
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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $727,085 |
Participant contributions at end of year | 2020-12-31 | $104,135 |
Participant contributions at beginning of year | 2020-12-31 | $106,456 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $14,490 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $1,871 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,560,565 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,885,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,325,159 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,303,477 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,836,964 |
Interest on participant loans | 2020-12-31 | $5,408 |
Interest earned on other investments | 2020-12-31 | $14,226 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,478,112 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,381,739 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,411,022 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $399,866 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,009,661 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HARRINGTON GROUP CPAS LLP |
Accountancy firm EIN | 2020-12-31 | 954557617 |
2019 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,945,539 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $364,175 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $361,986 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,135,519 |
Value of total assets at end of year | 2019-12-31 | $11,325,159 |
Value of total assets at beginning of year | 2019-12-31 | $8,743,795 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,189 |
Total interest from all sources | 2019-12-31 | $24,109 |
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 year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $657,832 |
Participant contributions at end of year | 2019-12-31 | $106,456 |
Participant contributions at beginning of year | 2019-12-31 | $90,550 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $121,867 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $2,189 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,581,364 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,325,159 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,743,795 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,836,964 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,720,790 |
Interest on participant loans | 2019-12-31 | $4,375 |
Interest earned on other investments | 2019-12-31 | $19,734 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,381,739 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $932,455 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,785,911 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $355,820 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $361,986 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HARRINGTON GROUP CPAS LLP |
Accountancy firm EIN | 2019-12-31 | 954557617 |
2018 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $360,508 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $468,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $467,490 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $782,761 |
Value of total assets at end of year | 2018-12-31 | $8,743,795 |
Value of total assets at beginning of year | 2018-12-31 | $8,852,130 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,353 |
Total interest from all sources | 2018-12-31 | $12,104 |
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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $501,478 |
Participant contributions at end of year | 2018-12-31 | $90,550 |
Participant contributions at beginning of year | 2018-12-31 | $98,364 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,702 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $1,353 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-108,335 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,743,795 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,852,130 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,720,790 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,917,296 |
Interest on participant loans | 2018-12-31 | $4,283 |
Interest earned on other investments | 2018-12-31 | $7,821 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $932,455 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $836,470 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-434,357 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $273,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $467,490 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HARRINGTON GROUP CPAS LLP |
Accountancy firm EIN | 2018-12-31 | 954557617 |
2017 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,853,883 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $216,666 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $215,522 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $838,062 |
Value of total assets at end of year | 2017-12-31 | $8,852,130 |
Value of total assets at beginning of year | 2017-12-31 | $7,214,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,144 |
Total interest from all sources | 2017-12-31 | $12,320 |
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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $450,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $479,843 |
Participant contributions at end of year | 2017-12-31 | $98,364 |
Participant contributions at beginning of year | 2017-12-31 | $102,356 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $115,099 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $1,144 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,637,217 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,852,130 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,214,913 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,917,296 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,347,081 |
Interest on participant loans | 2017-12-31 | $4,375 |
Interest earned on other investments | 2017-12-31 | $7,945 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $836,470 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $765,476 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,003,501 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $243,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $215,522 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HARRINGTON GROUP CPAS, LLP |
Accountancy firm EIN | 2017-12-31 | 954557617 |
2016 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,346,913 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $308,545 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $294,440 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $863,554 |
Value of total assets at end of year | 2016-12-31 | $7,214,913 |
Value of total assets at beginning of year | 2016-12-31 | $6,176,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $14,105 |
Total interest from all sources | 2016-12-31 | $10,919 |
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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $450,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $443,922 |
Participant contributions at end of year | 2016-12-31 | $102,356 |
Participant contributions at beginning of year | 2016-12-31 | $153,842 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $208,024 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $14,105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,038,368 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,214,913 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,176,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,347,081 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,671,365 |
Interest on participant loans | 2016-12-31 | $5,204 |
Interest earned on other investments | 2016-12-31 | $5,715 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $765,476 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $351,338 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $472,440 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $211,608 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $294,440 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HARRINGTON GROUP CPAS, LLP |
Accountancy firm EIN | 2016-12-31 | 954557617 |
2015 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $733,318 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $252,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $226,796 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $743,479 |
Value of total assets at end of year | 2015-12-31 | $6,176,545 |
Value of total assets at beginning of year | 2015-12-31 | $5,696,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $26,053 |
Total interest from all sources | 2015-12-31 | $3,569 |
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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $450,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $473,556 |
Participant contributions at end of year | 2015-12-31 | $153,842 |
Participant contributions at beginning of year | 2015-12-31 | $95,793 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $34,224 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $24,566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $480,469 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,176,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,696,076 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,671,365 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,600,283 |
Interest earned on other investments | 2015-12-31 | $3,569 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $351,338 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-13,730 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $235,699 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $226,796 |
Contract administrator fees | 2015-12-31 | $1,487 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HARRINGTON GROUP CPAS, LLP |
Accountancy firm EIN | 2015-12-31 | 954557617 |
2014 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $820,108 |
Expenses. Total of all expenses incurred | 2014-12-31 | $595,870 |
Benefits paid (including direct rollovers) | 2014-12-31 | $592,035 |
Total plan assets at end of year | 2014-12-31 | $5,696,076 |
Total plan assets at beginning of year | 2014-12-31 | $5,471,838 |
Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
Total contributions received or receivable from participants | 2014-12-31 | $384,494 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,367 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $2,495 |
Other income received | 2014-12-31 | $267,858 |
Net income (gross income less expenses) | 2014-12-31 | $224,238 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,696,076 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,471,838 |
Assets. Value of participant loans | 2014-12-31 | $95,793 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $165,261 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $2,468 |
Value of corrective distributions | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $1,095,636 |
Expenses. Total of all expenses incurred | 2013-12-31 | $354,858 |
Benefits paid (including direct rollovers) | 2013-12-31 | $336,625 |
Total plan assets at end of year | 2013-12-31 | $5,471,838 |
Total plan assets at beginning of year | 2013-12-31 | $4,731,060 |
Value of fidelity bond covering the plan | 2013-12-31 | $450,000 |
Total contributions received or receivable from participants | 2013-12-31 | $378,902 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,084 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $8,018 |
Other income received | 2013-12-31 | $564,079 |
Net income (gross income less expenses) | 2013-12-31 | $740,778 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,471,838 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,731,060 |
Assets. Value of participant loans | 2013-12-31 | $100,044 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $144,637 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $17,149 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $865,265 |
Expenses. Total of all expenses incurred | 2012-12-31 | $344,327 |
Benefits paid (including direct rollovers) | 2012-12-31 | $343,585 |
Total plan assets at end of year | 2012-12-31 | $4,731,060 |
Total plan assets at beginning of year | 2012-12-31 | $4,210,122 |
Value of fidelity bond covering the plan | 2012-12-31 | $450,000 |
Total contributions received or receivable from participants | 2012-12-31 | $372,317 |
Other income received | 2012-12-31 | $348,155 |
Net income (gross income less expenses) | 2012-12-31 | $520,938 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,731,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,210,122 |
Assets. Value of participant loans | 2012-12-31 | $96,678 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $144,793 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $742 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $654,302 |
Expenses. Total of all expenses incurred | 2011-12-31 | $132,149 |
Benefits paid (including direct rollovers) | 2011-12-31 | $126,367 |
Total plan assets at end of year | 2011-12-31 | $4,210,123 |
Total plan assets at beginning of year | 2011-12-31 | $3,687,971 |
Value of fidelity bond covering the plan | 2011-12-31 | $450,000 |
Total contributions received or receivable from participants | 2011-12-31 | $379,125 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $473 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $74,308 |
Other income received | 2011-12-31 | $48,351 |
Net income (gross income less expenses) | 2011-12-31 | $522,153 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,210,123 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,687,971 |
Assets. Value of participant loans | 2011-12-31 | $99,249 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $152,518 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $5,309 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $809,789 |
Expenses. Total of all expenses incurred | 2010-12-31 | $102,150 |
Benefits paid (including direct rollovers) | 2010-12-31 | $100,925 |
Total plan assets at end of year | 2010-12-31 | $3,687,971 |
Total plan assets at beginning of year | 2010-12-31 | $2,980,332 |
Value of fidelity bond covering the plan | 2010-12-31 | $450,000 |
Total contributions received or receivable from participants | 2010-12-31 | $392,406 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $346 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $12,587 |
Other income received | 2010-12-31 | $255,101 |
Net income (gross income less expenses) | 2010-12-31 | $707,639 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,687,971 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,980,332 |
Assets. Value of participant loans | 2010-12-31 | $105,806 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $149,695 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $879 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : BAY AREA LEGAL AID RETIREMENT SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |