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Plan Name | VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | VALLEY COMMUNITY COUNSELING SERVICES, INC. |
Employer identification number (EIN): | 942468972 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about VALLEY COMMUNITY COUNSELING SERVICES, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1977-11-17 |
Company Identification Number: | C0831816 |
Legal Registered Office Address: |
6707 Embarcadero Drive Stockton United States of America (USA) 95219 |
More information about VALLEY COMMUNITY COUNSELING SERVICES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-07-01 | ||||
001 | 2020-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | SUE SUTHERLAND | 2019-04-05 | ||
001 | 2016-07-01 | SUE SUTHERLAND | 2018-04-13 | ||
001 | 2015-07-01 | SUE SUTHERLAND | 2017-04-13 | ||
001 | 2014-07-01 | SUE SUTHERLAND | 2015-12-10 | ||
001 | 2013-07-01 | SUE SUTHERLAND | 2015-02-23 | ||
001 | 2012-07-01 | SUE SUTHERLAND | 2014-04-14 | ||
001 | 2011-07-01 | SUE SUTHERLAND | 2013-04-16 | ||
001 | 2010-07-01 | SUE SUTHERLAND | 2013-04-16 | ||
001 | 2008-07-01 | SUE SUTHERLAND | 2013-04-16 | ||
001 | 2007-07-01 | SUE SUTHERLAND | 2013-04-16 | ||
001 | 2006-07-01 | SUE SUTHERLAND | 2013-04-16 | ||
001 | 2005-07-01 | SUE SUTHERLAND | 2013-04-16 | ||
001 | 2004-07-01 | SUE SUTHERLAND | 2013-04-16 | ||
001 | 2003-07-01 | SUE SUTHERLAND | 2013-04-16 | ||
001 | 2002-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 2001-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 2000-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 1999-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 1998-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 1997-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 1996-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 1995-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 1994-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 1993-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 1992-07-01 | SUE SUTHERLAND | 2013-04-15 | ||
001 | 1991-10-07 | SUE SUTHERLAND | 2013-04-15 |
Measure | Date | Value |
---|---|---|
2021: VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 109 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 91 |
Total of all active and inactive participants | 2021-07-01 | 200 |
Total participants | 2021-07-01 | 200 |
Number of participants with account balances | 2021-07-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 70 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 76 |
Total of all active and inactive participants | 2020-07-01 | 146 |
Total participants | 2020-07-01 | 146 |
Number of participants with account balances | 2020-07-01 | 146 |
2019: VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 105 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 66 |
Total of all active and inactive participants | 2019-07-01 | 171 |
Total participants | 2019-07-01 | 171 |
Number of participants with account balances | 2019-07-01 | 171 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 86 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 63 |
Total of all active and inactive participants | 2018-07-01 | 149 |
Total participants | 2018-07-01 | 149 |
Number of participants with account balances | 2018-07-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-06-30 | $-148,467 |
Total of all expenses incurred | 2022-06-30 | $100,442 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $69,839 |
Expenses. Certain deemed distributions of participant loans | 2022-06-30 | $28,588 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $356,187 |
Value of total assets at end of year | 2022-06-30 | $5,160,648 |
Value of total assets at beginning of year | 2022-06-30 | $5,409,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $2,015 |
Total interest from all sources | 2022-06-30 | $3,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $282,743 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $282,743 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $64,019 |
Participant contributions at end of year | 2022-06-30 | $42,861 |
Participant contributions at beginning of year | 2022-06-30 | $65,870 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-248,909 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $5,160,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $5,409,557 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $5,092,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $5,343,687 |
Interest on participant loans | 2022-06-30 | $3,183 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-790,580 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $292,168 |
Employer contributions (assets) at end of year | 2022-06-30 | $25,116 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $69,839 |
Contract administrator fees | 2022-06-30 | $2,015 |
Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | LEE CPA AUDIT GROUP |
Accountancy firm EIN | 2022-06-30 | 814637885 |
2021 : VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-06-30 | $1,322,393 |
Total of all expenses incurred | 2021-06-30 | $91,892 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $86,773 |
Value of total corrective distributions | 2021-06-30 | $2,719 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $295,168 |
Value of total assets at end of year | 2021-06-30 | $5,409,557 |
Value of total assets at beginning of year | 2021-06-30 | $4,179,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $2,400 |
Total interest from all sources | 2021-06-30 | $980 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $136,515 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $136,515 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $52,903 |
Participant contributions at end of year | 2021-06-30 | $65,870 |
Participant contributions at beginning of year | 2021-06-30 | $53,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $1,230,501 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $5,409,557 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $4,179,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $5,343,687 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $4,125,506 |
Interest on participant loans | 2021-06-30 | $980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $889,730 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $242,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $86,773 |
Contract administrator fees | 2021-06-30 | $2,400 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | LEE CPA AUDIT GROUP |
Accountancy firm EIN | 2021-06-30 | 814637885 |
2020 : VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-06-30 | $462,494 |
Total of all expenses incurred | 2020-06-30 | $282,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $279,694 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $386,154 |
Value of total assets at end of year | 2020-06-30 | $4,179,056 |
Value of total assets at beginning of year | 2020-06-30 | $3,999,296 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $3,040 |
Total interest from all sources | 2020-06-30 | $2,627 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $161,914 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $161,914 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $102,245 |
Participant contributions at end of year | 2020-06-30 | $53,550 |
Participant contributions at beginning of year | 2020-06-30 | $56,709 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $2,209 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $179,760 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $4,179,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $3,999,296 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $4,125,506 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $3,942,587 |
Interest on participant loans | 2020-06-30 | $2,627 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-88,201 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $281,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $279,694 |
Contract administrator fees | 2020-06-30 | $3,040 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | LEE CPA AUDIT GROUP |
Accountancy firm EIN | 2020-06-30 | 814637885 |
2019 : VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-06-30 | $608,679 |
Total of all expenses incurred | 2019-06-30 | $119,693 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $115,354 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $398,546 |
Value of total assets at end of year | 2019-06-30 | $3,999,296 |
Value of total assets at beginning of year | 2019-06-30 | $3,510,310 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $4,339 |
Total interest from all sources | 2019-06-30 | $4,234 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Was this plan covered by a fidelity bond | 2019-06-30 | No |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $83,431 |
Participant contributions at end of year | 2019-06-30 | $56,709 |
Participant contributions at beginning of year | 2019-06-30 | $72,567 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $488,986 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $3,999,296 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $3,510,310 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $3,942,587 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $3,437,743 |
Interest on participant loans | 2019-06-30 | $4,234 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $205,899 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $315,115 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $115,354 |
Contract administrator fees | 2019-06-30 | $4,339 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-06-30 | No |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | DIEM CPA INC |
Accountancy firm EIN | 2019-06-30 | 204025501 |
2021: VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: VALLEY COMMUNITY COUNSELING SERVICES, INC. 403(B) PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |