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EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

TURNING POINT OF CENTRAL CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name:TURNING POINT OF CENTRAL CALIFORNIA
Employer identification number (EIN):941719862
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01BRUCE TYLER BRUCE TYLER2018-04-12
0012015-07-01BRUCE TYLER BRUCE TYLER2017-04-18
0012014-07-01BRUCE TYLER BRUCE TYLER2016-04-14
0012013-07-01BRUCE TYLER BRUCE TYLER2015-04-14
0012012-07-01BRIAN SATO
0012011-07-01BRIAN SATO
0012010-07-01JEFF FLY
0012009-07-01JEFF FLY
0012008-07-01CINDY HUDECEK

Plan Statistics for EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2021 401k membership
Total participants, beginning-of-year2021-07-01848
Total number of active participants reported on line 7a of the Form 55002021-07-01623
Number of retired or separated participants receiving benefits2021-07-0113
Number of other retired or separated participants entitled to future benefits2021-07-01175
Total of all active and inactive participants2021-07-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01811
Number of participants with account balances2021-07-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-01122
2020: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2020 401k membership
Total participants, beginning-of-year2020-07-01841
Total number of active participants reported on line 7a of the Form 55002020-07-01605
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01235
Total of all active and inactive participants2020-07-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01840
Number of participants with account balances2020-07-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0139
2019: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2019 401k membership
Total participants, beginning-of-year2019-07-01791
Total number of active participants reported on line 7a of the Form 55002019-07-01610
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01228
Total of all active and inactive participants2019-07-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01841
Number of participants with account balances2019-07-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0162
2018: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2018 401k membership
Total participants, beginning-of-year2018-07-01827
Total number of active participants reported on line 7a of the Form 55002018-07-01579
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01210
Total of all active and inactive participants2018-07-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01791
Number of participants with account balances2018-07-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0186
2017: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2017 401k membership
Total participants, beginning-of-year2017-07-01776
Total number of active participants reported on line 7a of the Form 55002017-07-01637
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01184
Total of all active and inactive participants2017-07-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-016
Total participants2017-07-01827
Number of participants with account balances2017-07-01794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0168
2016: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2016 401k membership
Total participants, beginning-of-year2016-07-01784
Total number of active participants reported on line 7a of the Form 55002016-07-01599
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01169
Total of all active and inactive participants2016-07-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-018
Total participants2016-07-01776
Number of participants with account balances2016-07-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0171
2015: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2015 401k membership
Total participants, beginning-of-year2015-07-011,005
Total number of active participants reported on line 7a of the Form 55002015-07-01628
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01145
Total of all active and inactive participants2015-07-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0111
Total participants2015-07-01784
Number of participants with account balances2015-07-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0151
2014: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2014 401k membership
Total participants, beginning-of-year2014-07-011,000
Total number of active participants reported on line 7a of the Form 55002014-07-01631
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01366
Total of all active and inactive participants2014-07-01997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-018
Total participants2014-07-011,005
Number of participants with account balances2014-07-011,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0148
2013: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2013 401k membership
Total participants, beginning-of-year2013-07-01919
Total number of active participants reported on line 7a of the Form 55002013-07-01634
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01356
Total of all active and inactive participants2013-07-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0110
Total participants2013-07-011,000
Number of participants with account balances2013-07-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0133
2012: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2012 401k membership
Total participants, beginning-of-year2012-07-01982
Total number of active participants reported on line 7a of the Form 55002012-07-01577
Number of other retired or separated participants entitled to future benefits2012-07-01335
Total of all active and inactive participants2012-07-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-017
Total participants2012-07-01919
Number of participants with account balances2012-07-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0145
2011: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2011 401k membership
Total participants, beginning-of-year2011-07-011,000
Total number of active participants reported on line 7a of the Form 55002011-07-01576
Number of other retired or separated participants entitled to future benefits2011-07-01399
Total of all active and inactive participants2011-07-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-017
Total participants2011-07-01982
Number of participants with account balances2011-07-01982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0164
2010: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2010 401k membership
Total participants, beginning-of-year2010-07-01874
Total number of active participants reported on line 7a of the Form 55002010-07-01599
Number of other retired or separated participants entitled to future benefits2010-07-01400
Total of all active and inactive participants2010-07-01999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-011,000
Number of participants with account balances2010-07-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0164
2009: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2009 401k membership
Total participants, beginning-of-year2009-07-01871
Total number of active participants reported on line 7a of the Form 55002009-07-01573
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01299
Total of all active and inactive participants2009-07-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01874
Number of participants with account balances2009-07-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0177
2008: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2008 401k membership
Total participants, beginning-of-year2008-07-01791
Total number of active participants reported on line 7a of the Form 55002008-07-01580
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-01291
Total of all active and inactive participants2008-07-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-01871
Number of participants with account balances2008-07-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-0164

Financial Data on EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-263,653
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,469,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,356,183
Expenses. Certain deemed distributions of participant loans2022-06-30$9,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,125,705
Value of total assets at end of year2022-06-30$10,489,932
Value of total assets at beginning of year2022-06-30$13,222,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$103,532
Total interest from all sources2022-06-30$7,956
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$348,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$348,859
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at end of year2022-06-30$217,961
Participant contributions at beginning of year2022-06-30$210,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,732,849
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,489,932
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$13,222,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$50,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,784,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$12,602,013
Interest on participant loans2022-06-30$7,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$487,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$410,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$410,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,746,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,125,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,356,183
Contract administrator fees2022-06-30$52,646
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WIPFLI LLP
Accountancy firm EIN2022-06-30390758449
2021 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,452,304
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,302,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,294,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$940,551
Value of total assets at end of year2021-06-30$13,222,781
Value of total assets at beginning of year2021-06-30$12,073,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$7,833
Total interest from all sources2021-06-30$13,177
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$66,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$66,831
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$1,011,843
Amount contributed by the employer to the plan for this plan year2021-06-30$1,011,843
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$210,550
Participant contributions at beginning of year2021-06-30$274,130
Other income not declared elsewhere2021-06-30$7,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,149,678
Value of net assets at end of year (total assets less liabilities)2021-06-30$13,222,781
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$12,073,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$13,012,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,801,589
Interest on participant loans2021-06-30$13,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,997,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,424,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$940,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,294,793
Contract administrator fees2021-06-30$7,833
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30WIPFLI LLP
Accountancy firm EIN2021-06-30390758449
2020 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,425,804
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$401,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$401,589
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$879,294
Value of total assets at end of year2020-06-30$12,073,103
Value of total assets at beginning of year2020-06-30$11,048,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$56,135
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$400,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$0
Participant contributions at end of year2020-06-30$274,130
Participant contributions at beginning of year2020-06-30$321,135
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,024,215
Value of net assets at end of year (total assets less liabilities)2020-06-30$12,073,103
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$11,048,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,801,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,103,719
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$56,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,997,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,624,034
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$490,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$879,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$401,589
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WIPFLI LLP
Accountancy firm EIN2020-06-30390758449
2019 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,234,164
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$683,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$677,544
Expenses. Certain deemed distributions of participant loans2019-06-30$5,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$789,536
Value of total assets at end of year2019-06-30$11,048,888
Value of total assets at beginning of year2019-06-30$10,498,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$53,555
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$400,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$1,018,583
Amount contributed by the employer to the plan for this plan year2019-06-30$1,018,583
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$0
Participant contributions at end of year2019-06-30$321,135
Participant contributions at beginning of year2019-06-30$328,450
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$550,683
Value of net assets at end of year (total assets less liabilities)2019-06-30$11,048,888
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$10,498,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,103,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,603,075
Interest on participant loans2019-06-30$12,420
Interest earned on other investments2019-06-30$41,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,624,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,566,680
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$391,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$789,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$677,544
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WIPFLI LLP
Accountancy firm EIN2019-06-30390758449
2018 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,596,956
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$703,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$691,521
Expenses. Certain deemed distributions of participant loans2018-06-30$12,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$949,261
Value of total assets at end of year2018-06-30$10,498,205
Value of total assets at beginning of year2018-06-30$9,605,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$38,207
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$0
Participant contributions at end of year2018-06-30$328,450
Participant contributions at beginning of year2018-06-30$335,508
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Administrative expenses (other) incurred2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$893,014
Value of net assets at end of year (total assets less liabilities)2018-06-30$10,498,205
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$9,605,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,603,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,928,432
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$38,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,566,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$3,341,251
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$609,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$949,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$691,521
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MOSS ADAMS LLP
Accountancy firm EIN2018-06-30910189318
2017 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,596,523
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$902,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$877,823
Expenses. Certain deemed distributions of participant loans2017-06-30$21,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$777,571
Value of total assets at end of year2017-06-30$9,605,191
Value of total assets at beginning of year2017-06-30$8,910,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,255
Total interest from all sources2017-06-30$47,488
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$0
Participant contributions at end of year2017-06-30$335,508
Participant contributions at beginning of year2017-06-30$317,739
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$4,300
Administrative expenses (other) incurred2017-06-30$3,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$694,364
Value of net assets at end of year (total assets less liabilities)2017-06-30$9,605,191
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$8,910,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,928,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,277,408
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$47,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$3,341,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,315,680
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$767,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$777,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$877,823
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MOSS ADAMS
Accountancy firm EIN2017-06-30910189318
2016 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,008,941
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,480,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,278,695
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$814,818
Value of total assets at end of year2016-06-30$8,910,827
Value of total assets at beginning of year2016-06-30$9,382,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$201,617
Total interest from all sources2016-06-30$36,819
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$1,007,111
Amount contributed by the employer to the plan for this plan year2016-06-30$1,007,111
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$317,739
Participant contributions at beginning of year2016-06-30$315,699
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Other income not declared elsewhere2016-06-30$192,293
Administrative expenses (other) incurred2016-06-30$201,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-471,371
Value of net assets at end of year (total assets less liabilities)2016-06-30$8,910,827
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,382,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,277,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,542,769
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$36,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,315,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,523,730
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-34,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$814,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,278,695
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MOSS ADAMS LLP
Accountancy firm EIN2016-06-30910189318
2015 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,157,388
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$521,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$512,911
Expenses. Certain deemed distributions of participant loans2015-06-30$5,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$895,042
Value of total assets at end of year2015-06-30$9,382,198
Value of total assets at beginning of year2015-06-30$8,746,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,016
Total interest from all sources2015-06-30$39,884
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$1,078,315
Amount contributed by the employer to the plan for this plan year2015-06-30$1,078,315
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$0
Participant contributions at end of year2015-06-30$315,699
Participant contributions at beginning of year2015-06-30$272,410
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$139
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$3,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$635,663
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,382,198
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,746,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$39,884
Value of interest in common/collective trusts at end of year2015-06-30$5,542,769
Value of interest in common/collective trusts at beginning of year2015-06-30$4,639,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,523,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,834,268
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$222,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$894,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$512,911
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MORSE WITTWER SAMPSON, LLP
Accountancy firm EIN2015-06-30262521787
2014 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,613,229
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$558,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$555,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$854,051
Value of total assets at end of year2014-06-30$8,811,335
Value of total assets at beginning of year2014-06-30$7,756,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,229
Total interest from all sources2014-06-30$39,621
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$854,051
Amount contributed by the employer to the plan for this plan year2014-06-30$854,051
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$0
Participant contributions at end of year2014-06-30$270,221
Participant contributions at beginning of year2014-06-30$257,657
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other income not declared elsewhere2014-06-30$10
Administrative expenses (other) incurred2014-06-30$3,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,054,610
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,811,335
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,756,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,639,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,782,311
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$39,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,834,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$3,651,958
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$719,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$854,051
Employer contributions (assets) at end of year2014-06-30$66,989
Employer contributions (assets) at beginning of year2014-06-30$64,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$555,390
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MORSE WITTWER SAMPSON, LLP
Accountancy firm EIN2014-06-30262521787
2013 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,292,625
Total of all expenses incurred2013-06-30$316,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$314,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$836,005
Value of total assets at end of year2013-06-30$7,756,725
Value of total assets at beginning of year2013-06-30$6,780,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,467
Total interest from all sources2013-06-30$53,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$50,000
If this is an individual account plan, was there a blackout period2013-06-30No
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$836,005
Amount contributed by the employer to the plan for this plan year2013-06-30$836,005
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$257,657
Participant contributions at beginning of year2013-06-30$316,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$976,276
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,756,725
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,780,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$11,608
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$1,457,167
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,227,630
Interest earned on other investments2013-06-30$53,193
Value of interest in common/collective trusts at end of year2013-06-30$2,325,144
Value of interest in common/collective trusts at beginning of year2013-06-30$1,545,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$3,651,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$3,628,278
Net investment gain/loss from pooled separate accounts2013-06-30$403,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$836,005
Employer contributions (assets) at end of year2013-06-30$64,799
Employer contributions (assets) at beginning of year2013-06-30$62,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$314,882
Contract administrator fees2013-06-30$1,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MORSE WITTWER SAMPSON, LLP
Accountancy firm EIN2013-06-30262521787
2012 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$844,243
Total of all expenses incurred2012-06-30$405,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$403,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$763,346
Value of total assets at end of year2012-06-30$6,780,449
Value of total assets at beginning of year2012-06-30$6,341,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,647
Total interest from all sources2012-06-30$71,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$50,000
If this is an individual account plan, was there a blackout period2012-06-30No
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$763,346
Amount contributed by the employer to the plan for this plan year2012-06-30$763,346
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$316,833
Participant contributions at beginning of year2012-06-30$300,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$438,554
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,780,449
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,341,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$10,114
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$2,773,237
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,602,346
Interest earned on other investments2012-06-30$71,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$3,628,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$3,375,992
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$292,810
Net investment gain/loss from pooled separate accounts2012-06-30$9,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$763,346
Employer contributions (assets) at end of year2012-06-30$62,101
Employer contributions (assets) at beginning of year2012-06-30$63,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$110,232
Contract administrator fees2012-06-30$2,647
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MORSE WITTWER SAMPSON, LLP
Accountancy firm EIN2012-06-30262521787
2011 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$1,310,981
Total of all expenses incurred2011-06-30$383,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$380,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$743,719
Value of total assets at end of year2011-06-30$6,341,895
Value of total assets at beginning of year2011-06-30$5,414,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,356
Total interest from all sources2011-06-30$80,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$50,000
If this is an individual account plan, was there a blackout period2011-06-30No
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$743,719
Amount contributed by the employer to the plan for this plan year2011-06-30$743,719
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$300,459
Participant contributions at beginning of year2011-06-30$225,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$927,701
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,341,895
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,414,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$7,764
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$2,602,346
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,972,293
Interest earned on other investments2011-06-30$80,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$3,375,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$3,154,775
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$138,737
Net investment gain/loss from pooled separate accounts2011-06-30$486,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$743,719
Employer contributions (assets) at end of year2011-06-30$63,098
Employer contributions (assets) at beginning of year2011-06-30$61,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$242,187
Contract administrator fees2011-06-30$2,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MORSE WITTWER SAMPSON LLP
Accountancy firm EIN2011-06-30262521787
2010 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$728,633
Amount contributed by the employer to the plan for this plan year2010-06-30$728,633
2009 : EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-06-30$0
Minimum employer required contribution for this plan year2009-06-30$684,434
Amount contributed by the employer to the plan for this plan year2009-06-30$684,434

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA

2021: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: EMPLOYEE BENEFIT PLAN OF TURNING POINT OF CENTRAL CALIFORNIA 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan 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 number053963F
Policy instance 1
Insurance contract or identification number053963F
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
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 number053963F
Policy instance 1
Insurance contract or identification number053963F
Number of Individuals Covered841
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,751
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 fees2751
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 number053963F
Policy instance 1
Insurance contract or identification number053963F
Number of Individuals Covered791
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,029
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 fees2029
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 number053963F
Policy instance 1
Insurance contract or identification number053963F
Number of Individuals Covered827
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,322
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053963F
Policy instance 1
Insurance contract or identification number053963F
Number of Individuals Covered784
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $507
Are there contracts with allocated funds for individual policies?No
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 fees507
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053963F
Policy instance 1
Insurance contract or identification number053963F
Number of Individuals Covered1005
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $867
Are there contracts with allocated funds for individual policies?No
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 fees867
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053963F
Policy instance 1
Insurance contract or identification number053963F
Number of Individuals Covered1000
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,676
Are there contracts with allocated funds for individual policies?No
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 fees3676
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053963-F
Policy instance 1
Insurance contract or identification number053963-F
Number of Individuals Covered919
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $574
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees196
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameJAMIE DANFORD
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053963-F
Policy instance 1
Insurance contract or identification number053963-F
Number of Individuals Covered982
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,231
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053963-F
Policy instance 1
Insurance contract or identification number053963-F
Number of Individuals Covered1000
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,240
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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