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DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 401k Plan overview

Plan NameDEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS
Plan identification number 001

DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

SPECIAL SERVICE FOR GROUPS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SPECIAL SERVICE FOR GROUPS, INC.
Employer identification number (EIN):951716914
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01BETH DE LOS SANTOS BETH DE LOS SANTOS2018-04-12
0012015-07-01BETH DE LOS SANTOS BETH DE LOS SANTOS2017-04-12
0012014-07-01BETH DE LOS SANTOS BETH DE LOS SANTOS2016-04-11
0012013-07-01HERBERT HATANAKA HERBERT HATANAKA2015-04-09
0012012-07-01HERBERT HATANAKA HERBERT HATANAKA2014-03-24
0012011-07-01HERBERT HATANAKA HERBERT HATANAKA2013-04-08
0012010-07-01HERBERT HATANAKA HERBERT HATANAKA2012-04-04
0012009-07-01HERBERT HATANAKA HERBERT HATANAKA2011-04-07

Plan Statistics for DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS

401k plan membership statisitcs for DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS

Measure Date Value
2022: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2022 401k membership
Market value of plan assets2022-06-3026,958,080
Acturial value of plan assets2022-06-3024,666,475
Funding target for retired participants and beneficiaries receiving payment2022-06-301,061,773
Number of terminated vested participants2022-06-30236
Fundng target for terminated vested participants2022-06-306,904,735
Active participant vested funding target2022-06-3010,294,554
Number of active participants2022-06-30159
Total funding liabilities for active participants2022-06-3010,664,941
Total participant count2022-06-30411
Total funding target for all participants2022-06-3018,631,449
Balance at beginning of prior year after applicable adjustments2022-06-306,465,916
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-306,465,916
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-30945,651
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-301,002,106
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-307,931,093
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-303,500
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-303,445
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3013,625
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-3013,625
Carryover balance elected to use to offset funding requirement2022-06-3010,200
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-303,425
Contributions allocatedtoward minimum required contributions for current year2022-06-303,445
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2021 401k membership
Total participants, beginning-of-year2021-07-01418
Total number of active participants reported on line 7a of the Form 55002021-07-01166
Number of retired or separated participants receiving benefits2021-07-0116
Number of other retired or separated participants entitled to future benefits2021-07-01226
Total of all active and inactive participants2021-07-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-016
Total participants2021-07-01414
Number of participants with account balances2021-07-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3021,261,942
Acturial value of plan assets2021-06-3021,420,987
Funding target for retired participants and beneficiaries receiving payment2021-06-301,306,792
Number of terminated vested participants2021-06-30233
Fundng target for terminated vested participants2021-06-306,257,557
Active participant vested funding target2021-06-309,491,388
Number of active participants2021-06-30162
Total funding liabilities for active participants2021-06-309,853,521
Total participant count2021-06-30413
Total funding target for all participants2021-06-3017,417,870
Balance at beginning of prior year after applicable adjustments2021-06-306,127,669
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-306,127,669
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-30462,665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30489,592
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-306,465,916
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-301,012,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30959,426
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3013,775
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-3013,775
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-3013,775
Contributions allocatedtoward minimum required contributions for current year2021-06-30959,426
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2020 401k membership
Total participants, beginning-of-year2020-07-01454
Total number of active participants reported on line 7a of the Form 55002020-07-01173
Number of retired or separated participants receiving benefits2020-07-0115
Number of other retired or separated participants entitled to future benefits2020-07-01224
Total of all active and inactive participants2020-07-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-016
Total participants2020-07-01418
Number of participants with account balances2020-07-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
Market value of plan assets2020-06-3021,267,359
Acturial value of plan assets2020-06-3021,445,072
Funding target for retired participants and beneficiaries receiving payment2020-06-30819,063
Number of terminated vested participants2020-06-30264
Fundng target for terminated vested participants2020-06-306,693,440
Active participant vested funding target2020-06-3010,116,357
Number of active participants2020-06-30170
Total funding liabilities for active participants2020-06-3010,491,438
Total participant count2020-06-30449
Total funding target for all participants2020-06-3018,003,941
Balance at beginning of prior year after applicable adjustments2020-06-305,836,431
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-305,836,431
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-3011,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3012,397
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-306,127,669
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30503,900
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30476,800
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3014,135
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3014,135
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-3014,135
Contributions allocatedtoward minimum required contributions for current year2020-06-30476,800
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2019 401k membership
Total participants, beginning-of-year2019-07-01457
Total number of active participants reported on line 7a of the Form 55002019-07-01170
Number of retired or separated participants receiving benefits2019-07-0115
Number of other retired or separated participants entitled to future benefits2019-07-01264
Total of all active and inactive participants2019-07-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-015
Total participants2019-07-01454
Number of participants with account balances2019-07-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
Market value of plan assets2019-06-3022,359,550
Acturial value of plan assets2019-06-3022,205,304
Funding target for retired participants and beneficiaries receiving payment2019-06-30848,993
Number of terminated vested participants2019-06-30250
Fundng target for terminated vested participants2019-06-305,746,863
Active participant vested funding target2019-06-3012,054,193
Number of active participants2019-06-30193
Total funding liabilities for active participants2019-06-3012,384,901
Total participant count2019-06-30458
Total funding target for all participants2019-06-3018,980,757
Balance at beginning of prior year after applicable adjustments2019-06-305,475,076
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-305,475,076
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30580,158
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30615,954
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-305,836,431
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30527,274
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30480,618
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3015,535
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3015,535
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-3015,535
Contributions allocatedtoward minimum required contributions for current year2019-06-30480,618
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2018 401k membership
Total participants, beginning-of-year2018-07-01466
Total number of active participants reported on line 7a of the Form 55002018-07-01189
Number of retired or separated participants receiving benefits2018-07-0116
Number of other retired or separated participants entitled to future benefits2018-07-01248
Total of all active and inactive participants2018-07-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-014
Total participants2018-07-01457
Number of participants with account balances2018-07-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
Market value of plan assets2018-06-3021,630,047
Acturial value of plan assets2018-06-3021,652,716
Funding target for retired participants and beneficiaries receiving payment2018-06-30827,019
Number of terminated vested participants2018-06-30231
Fundng target for terminated vested participants2018-06-305,337,476
Active participant vested funding target2018-06-3011,367,800
Number of active participants2018-06-30217
Total funding liabilities for active participants2018-06-3011,639,845
Total participant count2018-06-30463
Total funding target for all participants2018-06-3017,804,340
Balance at beginning of prior year after applicable adjustments2018-06-305,034,090
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-305,034,090
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30769,690
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30818,642
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-305,475,076
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-301,218,929
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-301,190,317
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30610,159
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30610,159
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30610,159
Contributions allocatedtoward minimum required contributions for current year2018-06-301,190,317
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2017 401k membership
Total participants, beginning-of-year2017-07-01470
Total number of active participants reported on line 7a of the Form 55002017-07-01212
Number of retired or separated participants receiving benefits2017-07-0117
Number of other retired or separated participants entitled to future benefits2017-07-01232
Total of all active and inactive participants2017-07-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-015
Total participants2017-07-01466
Number of participants with account balances2017-07-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
Market value of plan assets2017-06-3019,499,477
Acturial value of plan assets2017-06-3020,297,941
Funding target for retired participants and beneficiaries receiving payment2017-06-30794,861
Number of terminated vested participants2017-06-30187
Fundng target for terminated vested participants2017-06-303,705,721
Active participant vested funding target2017-06-3011,632,355
Number of active participants2017-06-30266
Total funding liabilities for active participants2017-06-3011,872,132
Total participant count2017-06-30469
Total funding target for all participants2017-06-3016,372,714
Balance at beginning of prior year after applicable adjustments2017-06-304,981,350
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-3045,000
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-304,936,350
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-30640,780
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30680,695
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-305,034,090
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-301,449,158
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-301,403,408
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30633,718
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30633,718
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30633,718
Contributions allocatedtoward minimum required contributions for current year2017-06-301,403,408
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2016 401k membership
Total participants, beginning-of-year2016-07-01481
Total number of active participants reported on line 7a of the Form 55002016-07-01233
Number of retired or separated participants receiving benefits2016-07-0117
Number of other retired or separated participants entitled to future benefits2016-07-01216
Total of all active and inactive participants2016-07-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-014
Total participants2016-07-01470
Number of participants with account balances2016-07-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2015 401k membership
Total participants, beginning-of-year2015-07-01490
Total number of active participants reported on line 7a of the Form 55002015-07-01285
Number of retired or separated participants receiving benefits2015-07-0118
Number of other retired or separated participants entitled to future benefits2015-07-01175
Total of all active and inactive participants2015-07-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-013
Total participants2015-07-01481
Number of participants with account balances2015-07-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2014 401k membership
Total participants, beginning-of-year2014-07-01527
Total number of active participants reported on line 7a of the Form 55002014-07-01318
Number of retired or separated participants receiving benefits2014-07-0114
Number of other retired or separated participants entitled to future benefits2014-07-01156
Total of all active and inactive participants2014-07-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01490
Number of participants with account balances2014-07-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0112
2013: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2013 401k membership
Total participants, beginning-of-year2013-07-01548
Total number of active participants reported on line 7a of the Form 55002013-07-01361
Number of retired or separated participants receiving benefits2013-07-0114
Number of other retired or separated participants entitled to future benefits2013-07-01152
Total of all active and inactive participants2013-07-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01527
Number of participants with account balances2013-07-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0120
2012: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2012 401k membership
Total participants, beginning-of-year2012-07-01535
Total number of active participants reported on line 7a of the Form 55002012-07-01400
Number of retired or separated participants receiving benefits2012-07-0112
Number of other retired or separated participants entitled to future benefits2012-07-01126
Total of all active and inactive participants2012-07-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0136
2011: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2011 401k membership
Total participants, beginning-of-year2011-07-01480
Total number of active participants reported on line 7a of the Form 55002011-07-01407
Number of retired or separated participants receiving benefits2011-07-0114
Number of other retired or separated participants entitled to future benefits2011-07-01119
Total of all active and inactive participants2011-07-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0127
2010: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2010 401k membership
Total participants, beginning-of-year2010-07-01418
Total number of active participants reported on line 7a of the Form 55002010-07-01368
Number of retired or separated participants receiving benefits2010-07-019
Number of other retired or separated participants entitled to future benefits2010-07-01103
Total of all active and inactive participants2010-07-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0117
2009: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2009 401k membership
Total participants, beginning-of-year2009-07-01404
Total number of active participants reported on line 7a of the Form 55002009-07-01303
Number of retired or separated participants receiving benefits2009-07-0110
Number of other retired or separated participants entitled to future benefits2009-07-01103
Total of all active and inactive participants2009-07-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0139

Financial Data on DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS

Measure Date Value
2022 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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$0
Total income from all sources (including contributions)2022-06-30$-3,107,259
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$392,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$369,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,500
Value of total assets at end of year2022-06-30$23,458,692
Value of total assets at beginning of year2022-06-30$26,958,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$22,441
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
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
Administrative expenses (other) incurred2022-06-30$22,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,499,388
Value of net assets at end of year (total assets less liabilities)2022-06-30$23,458,692
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$26,958,080
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$19,848,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$22,996,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,609,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,961,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,110,759
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$3,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$369,688
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 name2022-06-30HARRINGTON GROUP CPAS LLP
Accountancy firm EIN2022-06-30954557617
2021 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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$5,833,752
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$137,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$124,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,012,000
Value of total assets at end of year2021-06-30$26,958,080
Value of total assets at beginning of year2021-06-30$21,261,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$13,095
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Administrative expenses (other) incurred2021-06-30$13,095
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$5,696,138
Value of net assets at end of year (total assets less liabilities)2021-06-30$26,958,080
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$21,261,942
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$22,996,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$18,404,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,961,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,857,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$4,821,752
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$1,012,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$124,519
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 plan2021-06-30Disclaimer
Accountancy firm name2021-06-30HARRINGTON GROUP CPAS LLP
Accountancy firm EIN2021-06-30954557617
2020 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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$2,119,496
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,644,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,623,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,003,900
Value of total assets at end of year2020-06-30$21,261,942
Value of total assets at beginning of year2020-06-30$20,786,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$20,834
Total interest from all sources2020-06-30$0
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$2,000,000
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
Administrative expenses (other) incurred2020-06-30$20,834
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$475,129
Value of net assets at end of year (total assets less liabilities)2020-06-30$21,261,942
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$20,786,813
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$18,404,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$20,782,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,857,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$4,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,115,596
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$1,003,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,623,533
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 name2020-06-30HARRINGTON GROUP CPAS LLP
Accountancy firm EIN2020-06-30954557617
2019 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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$1,070,915
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,670,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,654,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$20,786,813
Value of total assets at beginning of year2019-06-30$22,386,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$16,635
Total interest from all sources2019-06-30$-1,098
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$2,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$16,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-1,600,012
Value of net assets at end of year (total assets less liabilities)2019-06-30$20,786,813
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$22,386,825
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$20,782,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$18,502,627
Interest earned on other investments2019-06-30$-1,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$4,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,856,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,072,013
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
Employer contributions (assets) at beginning of year2019-06-30$27,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,654,292
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 name2019-06-30HARRINGTON GROUP CPAS LLP
Accountancy firm EIN2019-06-30954557617
2018 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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$2,490,918
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,860,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,809,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,119,623
Value of total assets at end of year2018-06-30$22,386,825
Value of total assets at beginning of year2018-06-30$21,756,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$50,843
Total interest from all sources2018-06-30$36,096
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$2,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$15,745
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$630,198
Value of net assets at end of year (total assets less liabilities)2018-06-30$22,386,825
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$21,756,627
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
Investment advisory and management fees2018-06-30$35,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$18,502,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$17,167,428
Interest earned on other investments2018-06-30$36,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,856,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$4,462,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,335,199
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$1,119,623
Employer contributions (assets) at end of year2018-06-30$27,274
Employer contributions (assets) at beginning of year2018-06-30$126,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,809,877
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 name2018-06-30HARRINGTON GROUP CPAS LLP
Accountancy firm EIN2018-06-30954557617
2017 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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$3,297,487
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,040,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$984,128
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,575,737
Value of total assets at end of year2017-06-30$21,756,627
Value of total assets at beginning of year2017-06-30$19,499,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$56,209
Total interest from all sources2017-06-30$41,678
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$2,000,000
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
Administrative expenses (other) incurred2017-06-30$16,235
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$2,257,150
Value of net assets at end of year (total assets less liabilities)2017-06-30$21,756,627
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$19,499,477
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
Investment advisory and management fees2017-06-30$39,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$17,167,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$15,487,356
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$41,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$4,462,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$4,012,121
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,680,072
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$1,575,737
Employer contributions (assets) at end of year2017-06-30$126,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$984,128
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 name2017-06-30HARRINGTON GROUP CPAS LLP
Accountancy firm EIN2017-06-30954557617
2016 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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$1,613,158
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$316,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$257,401
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,245,069
Value of total assets at end of year2016-06-30$19,499,477
Value of total assets at beginning of year2016-06-30$18,203,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$59,367
Total interest from all sources2016-06-30$32,626
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$17,775
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$1,296,390
Value of net assets at end of year (total assets less liabilities)2016-06-30$19,499,477
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$18,203,087
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
Investment advisory and management fees2016-06-30$41,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$15,487,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$15,651,892
Interest earned on other investments2016-06-30$32,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$4,012,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,518,249
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$335,463
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$1,245,069
Employer contributions (assets) at beginning of year2016-06-30$32,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$257,401
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 name2016-06-30HARRINGTON GROUP CPAS LLP
Accountancy firm EIN2016-06-30954557617
2015 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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$1,095,255
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$695,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$634,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$458,432
Value of total assets at end of year2015-06-30$18,203,087
Value of total assets at beginning of year2015-06-30$17,803,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$61,288
Total interest from all sources2015-06-30$24,591
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
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$17,106
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$399,603
Value of net assets at end of year (total assets less liabilities)2015-06-30$18,203,087
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$17,803,484
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
Investment advisory and management fees2015-06-30$44,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$15,651,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$15,389,659
Interest earned on other investments2015-06-30$24,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,518,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,382,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$612,232
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$458,432
Employer contributions (assets) at end of year2015-06-30$32,946
Employer contributions (assets) at beginning of year2015-06-30$30,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$634,364
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 name2015-06-30HARRINGTON GROUP LLP
Accountancy firm EIN2015-06-30954557617
2014 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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$2,651,715
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$847,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$768,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$386,390
Value of total assets at end of year2014-06-30$17,803,484
Value of total assets at beginning of year2014-06-30$15,998,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$78,925
Total interest from all sources2014-06-30$26,679
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
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
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$32,885
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$1,804,615
Value of net assets at end of year (total assets less liabilities)2014-06-30$17,803,484
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$15,998,869
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
Investment advisory and management fees2014-06-30$46,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$15,389,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$13,151,013
Interest earned on other investments2014-06-30$26,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,382,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,847,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,238,646
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$386,390
Employer contributions (assets) at end of year2014-06-30$30,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$768,175
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 name2014-06-30HARRINGTON GROUP LLP
Accountancy firm EIN2014-06-30954557617
2013 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$2,320,403
Total of all expenses incurred2013-06-30$797,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$748,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$926,788
Value of total assets at end of year2013-06-30$15,998,869
Value of total assets at beginning of year2013-06-30$14,476,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$48,842
Total interest from all sources2013-06-30$40,429
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$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
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$1,522,830
Value of net assets at end of year (total assets less liabilities)2013-06-30$15,998,869
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$14,476,039
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 default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$47,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$13,151,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$11,547,828
Interest earned on other investments2013-06-30$40,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,847,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,810,528
Net investment gain/loss from pooled separate accounts2013-06-30$1,353,186
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$926,788
Employer contributions (assets) at beginning of year2013-06-30$117,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$748,731
Contract administrator fees2013-06-30$1,600
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)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HARRINGTON GROUP, CPA
Accountancy firm EIN2013-06-30954557617
2012 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$1,728,267
Total of all expenses incurred2012-06-30$368,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$293,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,410,627
Value of total assets at end of year2012-06-30$14,476,039
Value of total assets at beginning of year2012-06-30$13,115,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$74,826
Total interest from all sources2012-06-30$43,032
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$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
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$1,360,186
Value of net assets at end of year (total assets less liabilities)2012-06-30$14,476,039
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$13,115,853
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 default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$45,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$11,547,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$11,273,220
Interest earned on other investments2012-06-30$43,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,810,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,733,086
Net investment gain/loss from pooled separate accounts2012-06-30$274,608
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$1,410,627
Employer contributions (assets) at end of year2012-06-30$117,683
Employer contributions (assets) at beginning of year2012-06-30$109,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$293,255
Contract administrator fees2012-06-30$29,570
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 name2012-06-30HARRINGTON GROUP CPAS, LLC
Accountancy firm EIN2012-06-30954557617
2011 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$3,190,084
Total of all expenses incurred2011-06-30$896,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$852,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,370,626
Value of total assets at end of year2011-06-30$13,115,853
Value of total assets at beginning of year2011-06-30$10,822,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$44,158
Total interest from all sources2011-06-30$39,815
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$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
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$2,293,834
Value of net assets at end of year (total assets less liabilities)2011-06-30$13,115,853
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$10,822,019
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 default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$41,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$11,273,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$9,193,577
Interest earned on other investments2011-06-30$39,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,733,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,537,161
Net investment gain/loss from pooled separate accounts2011-06-30$1,779,643
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$1,370,626
Employer contributions (assets) at end of year2011-06-30$109,547
Employer contributions (assets) at beginning of year2011-06-30$91,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$852,092
Contract administrator fees2011-06-30$2,800
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 name2011-06-30HARRINGTON GROUP, CPAS, LLP
Accountancy firm EIN2011-06-30954557617
2010 : DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS

2021: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS 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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013340-A
Policy instance 1
Insurance contract or identification number013340-A
Number of Individuals Covered414
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013340-A
Policy instance 1
Insurance contract or identification number013340-A
Number of Individuals Covered418
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013340-A
Policy instance 1
Insurance contract or identification number013340-A
Number of Individuals Covered420
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 $1,618
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 $1,618
Amount paid for insurance broker fees1618
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 number013340-A
Policy instance 1
Insurance contract or identification number013340-A
Number of Individuals Covered457
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 $6,437
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 fees6437
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 number013340A
Policy instance 1
Insurance contract or identification number013340A
Number of Individuals Covered466
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 $3,462
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 number013340-A
Policy instance 1
Insurance contract or identification number013340-A
Number of Individuals Covered481
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 $724
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 fees724
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013340-A
Policy instance 1
Insurance contract or identification number013340-A
Number of Individuals Covered490
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 $2,147
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 fees2147
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM.
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013340-A
Policy instance 1
Insurance contract or identification number013340-A
Number of Individuals Covered527
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 $5,461
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 fees5461
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013340-A
Policy instance 1
Insurance contract or identification number013340-A
Number of Individuals Covered540
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 $5,135
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2780
Insurance broker organization code?3
Insurance broker nameJOHN COTTEE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number013340-A
Policy instance 1
Insurance contract or identification number013340-A
Number of Individuals Covered542
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 $5,340
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number013340-A
Policy instance 1
Insurance contract or identification number013340-A
Number of Individuals Covered480
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 $4,340
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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