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403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS
Plan identification number 002

403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01BETH DE LOS SANTOS BETH DE LOS SANTOS2018-04-12
0022015-07-01BETH DE LOS SANTOS BETH DE LOS SANTOS2017-04-12
0022014-07-01BETH DE LOS SANTOS BETH DE LOS SANTOS2016-04-11
0022013-07-01BETH DE LOS SANTOS BETH DE LOS SANTOS2015-04-09
0022012-07-01BETH DE LOS SANTOS BETH DE LOS SANTOS2014-04-03

Plan Statistics for 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS

Measure Date Value
2021: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2021 401k membership
Total participants, beginning-of-year2021-07-011,555
Total number of active participants reported on line 7a of the Form 55002021-07-011,753
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01360
Total of all active and inactive participants2021-07-012,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-012,113
Number of participants with account balances2021-07-011,618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0139
2020: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2020 401k membership
Total participants, beginning-of-year2020-07-011,315
Total number of active participants reported on line 7a of the Form 55002020-07-011,300
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01250
Total of all active and inactive participants2020-07-011,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-015
Total participants2020-07-011,555
Number of participants with account balances2020-07-011,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0122
2019: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2019 401k membership
Total participants, beginning-of-year2019-07-011,161
Total number of active participants reported on line 7a of the Form 55002019-07-011,063
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01249
Total of all active and inactive participants2019-07-011,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-011,315
Number of participants with account balances2019-07-011,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0162
2018: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2018 401k membership
Total participants, beginning-of-year2018-07-01933
Total number of active participants reported on line 7a of the Form 55002018-07-01946
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01213
Total of all active and inactive participants2018-07-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-011,161
Number of participants with account balances2018-07-011,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0135
2017: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2017 401k membership
Total participants, beginning-of-year2017-07-01849
Total number of active participants reported on line 7a of the Form 55002017-07-01754
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01175
Total of all active and inactive participants2017-07-01929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-014
Total participants2017-07-01933
Number of participants with account balances2017-07-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0146
2016: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2016 401k membership
Total participants, beginning-of-year2016-07-01789
Total number of active participants reported on line 7a of the Form 55002016-07-01713
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01135
Total of all active and inactive participants2016-07-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01849
Number of participants with account balances2016-07-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0152
2015: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2015 401k membership
Total participants, beginning-of-year2015-07-01757
Total number of active participants reported on line 7a of the Form 55002015-07-01718
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0169
Total of all active and inactive participants2015-07-01787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01789
Number of participants with account balances2015-07-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0157
2014: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2014 401k membership
Total participants, beginning-of-year2014-07-01747
Total number of active participants reported on line 7a of the Form 55002014-07-01694
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0162
Total of all active and inactive participants2014-07-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01757
Number of participants with account balances2014-07-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0156
2013: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2013 401k membership
Total participants, beginning-of-year2013-07-01594
Total number of active participants reported on line 7a of the Form 55002013-07-01706
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0141
Total of all active and inactive participants2013-07-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01747
Number of participants with account balances2013-07-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0158
2012: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2012 401k membership
Total participants, beginning-of-year2012-07-010
Total number of active participants reported on line 7a of the Form 55002012-07-01584
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-019
Total of all active and inactive participants2012-07-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01594
Number of participants with account balances2012-07-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112

Financial Data on 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS

Measure Date Value
2022 : 403(B) THRIFT 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$267,022
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,640,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,627,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$6,299,961
Value of total assets at end of year2022-06-30$40,073,523
Value of total assets at beginning of year2022-06-30$41,447,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$13,621
Total interest from all sources2022-06-30$16,964
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
Contributions received from participants2022-06-30$2,317,472
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$310,605
Other income not declared elsewhere2022-06-30$76
Administrative expenses (other) incurred2022-06-30$13,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,373,941
Value of net assets at end of year (total assets less liabilities)2022-06-30$40,073,523
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$41,447,464
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$37,756,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$39,242,572
Interest earned on other investments2022-06-30$16,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,317,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,204,892
Net investment gain/loss from pooled separate accounts2022-06-30$-6,049,979
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$3,671,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,627,342
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 : 403(B) THRIFT 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$14,746,355
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,182,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,169,830
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$5,646,262
Value of total assets at end of year2021-06-30$41,447,464
Value of total assets at beginning of year2021-06-30$27,884,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$13,098
Total interest from all sources2021-06-30$27,291
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,923,370
Participant contributions at beginning of year2021-06-30$81,027
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$261,393
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$13,098
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$13,563,427
Value of net assets at end of year (total assets less liabilities)2021-06-30$41,447,464
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$27,884,037
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$39,242,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$25,497,546
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$27,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,204,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,183,379
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$9,072,802
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$3,461,499
Employer contributions (assets) at beginning of year2021-06-30$122,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,169,830
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 : 403(B) THRIFT 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$6,107,777
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$886,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$886,501
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$5,585,365
Value of total assets at end of year2020-06-30$27,884,037
Value of total assets at beginning of year2020-06-30$22,662,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$22,244
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
Contributions received from participants2020-06-30$1,739,003
Participant contributions at end of year2020-06-30$81,027
Participant contributions at beginning of year2020-06-30$61,597
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,022,404
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$5,221,276
Value of net assets at end of year (total assets less liabilities)2020-06-30$27,884,037
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$22,662,761
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$25,497,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$21,319,382
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$22,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,183,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,198,400
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$500,168
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$2,823,958
Employer contributions (assets) at end of year2020-06-30$122,085
Employer contributions (assets) at beginning of year2020-06-30$83,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$886,501
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 : 403(B) THRIFT 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$7,031,122
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$816,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$816,412
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$6,112,386
Value of total assets at end of year2019-06-30$22,662,761
Value of total assets at beginning of year2019-06-30$16,448,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$14,150
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,382,173
Participant contributions at end of year2019-06-30$61,597
Participant contributions at beginning of year2019-06-30$61,673
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$2,513,454
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$6,214,710
Value of net assets at end of year (total assets less liabilities)2019-06-30$22,662,761
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$16,448,051
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$21,319,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$15,508,600
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$14,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,198,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$793,666
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$904,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,216,759
Employer contributions (assets) at end of year2019-06-30$83,382
Employer contributions (assets) at beginning of year2019-06-30$84,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$816,412
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 : 403(B) THRIFT 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$5,142,480
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,556,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,556,967
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,853,434
Value of total assets at end of year2018-06-30$16,448,051
Value of total assets at beginning of year2018-06-30$12,862,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$6,982
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,168,522
Participant contributions at end of year2018-06-30$61,673
Participant contributions at beginning of year2018-06-30$45,462
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,060,063
Other income not declared elsewhere2018-06-30$10,813
Administrative expenses (other) incurred2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,585,513
Value of net assets at end of year (total assets less liabilities)2018-06-30$16,448,051
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$12,862,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$15,508,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$12,122,462
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$6,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$793,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$627,087
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$1,271,251
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$1,624,849
Employer contributions (assets) at end of year2018-06-30$84,112
Employer contributions (assets) at beginning of year2018-06-30$67,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,556,967
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 : 403(B) THRIFT 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$4,078,491
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$487,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$486,594
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,634,782
Value of total assets at end of year2017-06-30$12,862,538
Value of total assets at beginning of year2017-06-30$9,271,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$862
Total interest from all sources2017-06-30$8,246
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
Contributions received from participants2017-06-30$1,080,888
Participant contributions at end of year2017-06-30$45,462
Participant contributions at beginning of year2017-06-30$45,191
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$59,907
Administrative expenses (other) incurred2017-06-30$862
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$3,591,035
Value of net assets at end of year (total assets less liabilities)2017-06-30$12,862,538
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,271,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$12,122,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,631,060
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$8,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$627,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$534,156
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$1,435,463
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$1,493,987
Employer contributions (assets) at end of year2017-06-30$67,527
Employer contributions (assets) at beginning of year2017-06-30$61,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$486,594
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 : 403(B) THRIFT 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$2,861,191
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$259,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$255,241
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,823,800
Value of total assets at end of year2016-06-30$9,271,503
Value of total assets at beginning of year2016-06-30$6,669,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,290
Total interest from all sources2016-06-30$4,469
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
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,151,913
Participant contributions at end of year2016-06-30$45,191
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$52,399
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$4,290
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$2,601,660
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,271,503
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,669,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$8,631,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,291,690
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$4,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$534,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$378,153
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$32,922
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 contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,619,488
Employer contributions (assets) at end of year2016-06-30$61,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$255,241
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 : 403(B) THRIFT 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$2,707,970
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$213,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$212,073
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,483,651
Value of total assets at end of year2015-06-30$6,669,843
Value of total assets at beginning of year2015-06-30$4,175,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,451
Total interest from all sources2015-06-30$3,045
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
Contributions received from participants2015-06-30$1,003,252
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$82,452
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$1,451
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$2,494,446
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,669,843
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,175,397
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,291,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,940,094
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$3,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$378,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$235,303
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$221,274
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 contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,397,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$212,073
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 CPAS LLP
Accountancy firm EIN2015-06-30954557617
2014 : 403(B) THRIFT 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$3,432,077
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$701,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$700,604
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,986,067
Value of total assets at end of year2014-06-30$4,175,397
Value of total assets at beginning of year2014-06-30$1,445,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,250
Total interest from all sources2014-06-30$1,571
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,039,975
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$733,972
Administrative expenses (other) incurred2014-06-30$1,250
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$2,730,223
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,175,397
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,445,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,940,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,367,217
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$1,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$235,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$77,957
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$444,439
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$1,212,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$700,604
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 CPAS LLP
Accountancy firm EIN2014-06-30954557617
2013 : 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,446,184
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$948
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,420,970
Value of total assets at end of year2013-06-30$1,445,174
Value of total assets at beginning of year2013-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$62
Total interest from all sources2013-06-30$230
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$597,200
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$247,450
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$62
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$1,445,174
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,445,174
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,367,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$0
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$77,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$24,984
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$576,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$948
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HARRINGTON GROUP CPAS, LLC
Accountancy firm EIN2013-06-30954557617

Form 5500 Responses for 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS

2021: 403(B) THRIFT 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: 403(B) THRIFT 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: 403(B) THRIFT 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: 403(B) THRIFT 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: 403(B) THRIFT 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: 403(B) THRIFT 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 funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT 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 funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT 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 funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT 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 funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan 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
Policy instance 1
Insurance contract or identification number013340
Number of Individuals Covered2113
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,318
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 Administration0
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 fees22318
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 Covered1555
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,151
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 fees20151
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 Covered1315
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 $11,522
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 fees11522
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 Covered1161
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 $15,718
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 fees15718
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 Covered933
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 $6,667
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

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