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COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameCOMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN
Plan identification number 001

COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

COMMUNITY CONCEPTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY CONCEPTS, INC.
Employer identification number (EIN):010424969
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHELBY DECATO
0012016-01-01DIANE CLAIRMONT
0012015-01-01DIANE CLAIRMONT
0012014-01-01BARBARA BISHOP
0012013-01-01BARBARA BISHOP
0012012-01-01BARBARA BISHOP
0012011-01-01BARBARA BISHOP
0012010-01-01BARBARA BISHOP
0012009-01-01BARBARA BISHOP

Plan Statistics for COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01412
Total number of active participants reported on line 7a of the Form 55002022-01-01262
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01356
Number of participants with account balances2022-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01399
Total number of active participants reported on line 7a of the Form 55002021-01-01317
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01409
Number of participants with account balances2021-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01342
Total number of active participants reported on line 7a of the Form 55002020-01-01315
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01390
Number of participants with account balances2020-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01308
Total number of active participants reported on line 7a of the Form 55002019-01-01281
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01342
Number of participants with account balances2019-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01322
Total number of active participants reported on line 7a of the Form 55002018-01-01246
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01318
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01315
Number of participants with account balances2017-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01304
Total number of active participants reported on line 7a of the Form 55002016-01-01249
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01318
Number of participants with account balances2016-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01313
Total number of active participants reported on line 7a of the Form 55002015-01-01243
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01302
Number of participants with account balances2015-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01296
Total number of active participants reported on line 7a of the Form 55002014-01-01252
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01304
Number of participants with account balances2014-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01314
Total number of active participants reported on line 7a of the Form 55002013-01-01238
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01288
Number of participants with account balances2013-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01369
Total number of active participants reported on line 7a of the Form 55002012-01-01257
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01305
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01397
Total number of active participants reported on line 7a of the Form 55002011-01-01309
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01377
Number of participants with account balances2011-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01369
Total number of active participants reported on line 7a of the Form 55002010-01-01274
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0166
Total of all active and inactive participants2010-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01341
Number of participants with account balances2010-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01380
Total number of active participants reported on line 7a of the Form 55002009-01-01276
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01338
Number of participants with account balances2009-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-900,391
Total of all expenses incurred2022-12-31$1,251,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,151,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,119,169
Value of total assets at end of year2022-12-31$10,061,419
Value of total assets at beginning of year2022-12-31$12,212,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,352
Total interest from all sources2022-12-31$6,405
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$188,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$188,620
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$562,493
Participant contributions at end of year2022-12-31$107,890
Participant contributions at beginning of year2022-12-31$132,057
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$127,646
Other income not declared elsewhere2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,151,467
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,061,419
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,212,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,255,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,416,022
Value of interest in pooled separate accounts at end of year2022-12-31$63,226
Value of interest in pooled separate accounts at beginning of year2022-12-31$78,235
Interest on participant loans2022-12-31$6,405
Interest earned on other investments2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$634,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$584,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,214,585
Net investment gain/loss from pooled separate accounts2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$429,030
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,151,724
Contract administrator fees2022-12-31$99,352
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERRY DUNN MCNEIL AND PARKER, LLC
Accountancy firm EIN2022-12-31010523282
2021 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,504,485
Total of all expenses incurred2021-12-31$998,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$890,592
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,041,163
Value of total assets at end of year2021-12-31$12,212,886
Value of total assets at beginning of year2021-12-31$10,706,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$107,691
Total interest from all sources2021-12-31$8,328
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$190,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$190,493
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$540,475
Participant contributions at end of year2021-12-31$132,057
Participant contributions at beginning of year2021-12-31$158,834
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$94,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,506,202
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,212,886
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,706,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,416,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,773,667
Value of interest in pooled separate accounts at end of year2021-12-31$78,235
Value of interest in pooled separate accounts at beginning of year2021-12-31$86,015
Interest on participant loans2021-12-31$8,328
Interest earned on other investments2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$584,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$687,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,264,501
Net investment gain/loss from pooled separate accounts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$406,510
Employer contributions (assets) at end of year2021-12-31$1,844
Employer contributions (assets) at beginning of year2021-12-31$328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$890,592
Contract administrator fees2021-12-31$107,691
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRY DUNN MCNEIL AND PARKER, LLC
Accountancy firm EIN2021-12-31010523282
2020 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,334,551
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$424,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$339,768
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$873,927
Value of total assets at end of year2020-12-31$10,706,684
Value of total assets at beginning of year2020-12-31$8,796,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,112
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$9,437
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$142,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$142,199
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$483,591
Participant contributions at end of year2020-12-31$158,834
Participant contributions at beginning of year2020-12-31$156,735
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,078
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,910,127
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,706,684
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,796,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,773,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,054,723
Value of interest in pooled separate accounts at end of year2020-12-31$86,015
Value of interest in pooled separate accounts at beginning of year2020-12-31$82,279
Interest on participant loans2020-12-31$9,437
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$687,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$502,820
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,308,988
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$369,258
Employer contributions (assets) at end of year2020-12-31$328
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$339,719
Contract administrator fees2020-12-31$84,112
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERRY DUNN MCNEIL AND PARKER, LLC
Accountancy firm EIN2020-12-31010523282
2019 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,589,581
Total of all expenses incurred2019-12-31$1,236,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,158,400
Expenses. Certain deemed distributions of participant loans2019-12-31$167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$997,749
Value of total assets at end of year2019-12-31$8,796,557
Value of total assets at beginning of year2019-12-31$7,443,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,308
Total interest from all sources2019-12-31$16,843
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$167,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$167,235
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$405,771
Participant contributions at end of year2019-12-31$156,735
Participant contributions at beginning of year2019-12-31$113,070
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$249,865
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,352,706
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,796,557
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,443,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,054,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,662,157
Value of interest in pooled separate accounts at end of year2019-12-31$82,279
Value of interest in pooled separate accounts at beginning of year2019-12-31$68,106
Interest on participant loans2019-12-31$7,651
Interest earned on other investments2019-12-31$9,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$502,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$600,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,407,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$342,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,158,400
Contract administrator fees2019-12-31$78,308
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERY DUNN MCNEIL AND PARKER, LLC
Accountancy firm EIN2019-12-31010523282
2018 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total income from all sources (including contributions)2018-12-31$411,878
Total of all expenses incurred2018-12-31$866,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$793,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$781,038
Value of total assets at end of year2018-12-31$7,443,851
Value of total assets at beginning of year2018-12-31$7,898,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$73,558
Total interest from all sources2018-12-31$13,644
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$150,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$378,911
Participant contributions at end of year2018-12-31$113,070
Participant contributions at beginning of year2018-12-31$32,081
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$141,488
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$90
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-454,917
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,443,851
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,898,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,662,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,092,346
Value of interest in pooled separate accounts at end of year2018-12-31$68,106
Value of interest in pooled separate accounts at beginning of year2018-12-31$77,257
Interest on participant loans2018-12-31$3,464
Interest earned on other investments2018-12-31$10,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$600,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$697,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-533,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$260,639
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$150,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$793,147
Contract administrator fees2018-12-31$73,558
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERY DUNN MCNEIL AND PARKER, LLC
Accountancy firm EIN2018-12-31010523282
2017 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,840,346
Total of all expenses incurred2017-12-31$1,289,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,217,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$677,798
Value of total assets at end of year2017-12-31$7,898,768
Value of total assets at beginning of year2017-12-31$7,347,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,900
Total interest from all sources2017-12-31$16,291
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$129,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$129,805
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$400,975
Participant contributions at end of year2017-12-31$32,081
Participant contributions at beginning of year2017-12-31$39,575
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,359
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$551,068
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,898,768
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,347,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,092,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,380,748
Value of interest in pooled separate accounts at end of year2017-12-31$77,257
Value of interest in pooled separate accounts at beginning of year2017-12-31$68,758
Interest on participant loans2017-12-31$3,039
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$13,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$697,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$858,619
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,006,595
Net investment gain/loss from pooled separate accounts2017-12-31$9,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$260,464
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,216,894
Contract administrator fees2017-12-31$71,900
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERY DUNN MCNEIL AND PARKER, LLC
Accountancy firm EIN2017-12-31010523282
2016 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$965,322
Total of all expenses incurred2016-12-31$1,115,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,071,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$590,316
Value of total assets at end of year2016-12-31$7,347,700
Value of total assets at beginning of year2016-12-31$7,497,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,876
Total interest from all sources2016-12-31$14,190
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$117,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$117,874
Administrative expenses professional fees incurred2016-12-31$75
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$346,416
Participant contributions at end of year2016-12-31$39,575
Participant contributions at beginning of year2016-12-31$45,738
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-149,892
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,347,700
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,497,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,380,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,305,027
Value of interest in pooled separate accounts at end of year2016-12-31$68,758
Value of interest in pooled separate accounts at beginning of year2016-12-31$81,669
Interest on participant loans2016-12-31$1,752
Interest earned on other investments2016-12-31$12,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$858,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,065,117
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$242,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$241,288
Employer contributions (assets) at beginning of year2016-12-31$41
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,071,338
Contract administrator fees2016-12-31$43,801
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERY DUNN MCNEIL AND PARKER, LLC
Accountancy firm EIN2016-12-31010523282
2015 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$26,615
Total income from all sources (including contributions)2015-12-31$630,375
Total of all expenses incurred2015-12-31$760,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$721,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$608,537
Value of total assets at end of year2015-12-31$7,497,592
Value of total assets at beginning of year2015-12-31$7,601,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,051
Total interest from all sources2015-12-31$13,048
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$64,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$64,175
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$333,428
Participant contributions at end of year2015-12-31$45,738
Participant contributions at beginning of year2015-12-31$48,839
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,835
Other income not declared elsewhere2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-130,606
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,497,592
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,601,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,305,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,055,359
Value of interest in pooled separate accounts at end of year2015-12-31$81,669
Value of interest in pooled separate accounts at beginning of year2015-12-31$80,029
Interest on participant loans2015-12-31$1,888
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$11,160
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,065,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,417,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-64,515
Net investment gain/loss from pooled separate accounts2015-12-31$9,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$270,274
Employer contributions (assets) at end of year2015-12-31$41
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$721,930
Contract administrator fees2015-12-31$39,051
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RUNYON KERSTEEN OUELLETTE, PA
Accountancy firm EIN2015-12-31010440155
2014 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,317,340
Total of all expenses incurred2014-12-31$1,174,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,138,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$628,503
Value of total assets at end of year2014-12-31$7,601,583
Value of total assets at beginning of year2014-12-31$7,458,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,314
Total interest from all sources2014-12-31$12,112
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$81,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$81,984
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$280,655
Participant contributions at end of year2014-12-31$48,839
Participant contributions at beginning of year2014-12-31$39,041
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$79,815
Other income not declared elsewhere2014-12-31$221,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$143,294
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,601,583
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,458,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,055,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,622,650
Value of interest in pooled separate accounts at end of year2014-12-31$80,029
Value of interest in pooled separate accounts at beginning of year2014-12-31$72,726
Interest on participant loans2014-12-31$2,117
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$9,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,417,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$723,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$350,252
Net investment gain/loss from pooled separate accounts2014-12-31$22,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$268,033
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,138,732
Contract administrator fees2014-12-31$35,314
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RUNYON KERSTEEN OUELLETTE, PA
Accountancy firm EIN2014-12-31010440155
2013 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,699,570
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,157,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,124,875
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$651,247
Value of total assets at end of year2013-12-31$7,458,289
Value of total assets at beginning of year2013-12-31$6,915,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,470
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$528
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$285,155
Participant contributions at end of year2013-12-31$39,041
Participant contributions at beginning of year2013-12-31$38,060
Participant contributions at end of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$80,103
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$542,364
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,458,289
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,915,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,622,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,316,276
Value of interest in pooled separate accounts at end of year2013-12-31$72,726
Value of interest in pooled separate accounts at beginning of year2013-12-31$72,268
Interest on participant loans2013-12-31$528
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$723,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$489,321
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$1,047,795
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$285,989
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,124,875
Contract administrator fees2013-12-31$31,470
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RUNYON KERSTEEN OUELLETTE, PA
Accountancy firm EIN2013-12-31010440155
2012 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,261,962
Total of all expenses incurred2012-12-31$650,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$628,488
Expenses. Certain deemed distributions of participant loans2012-12-31$8,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$654,705
Value of total assets at end of year2012-12-31$6,915,925
Value of total assets at beginning of year2012-12-31$6,304,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,598
Total interest from all sources2012-12-31$3,501
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$310,556
Participant contributions at end of year2012-12-31$38,060
Participant contributions at beginning of year2012-12-31$49,234
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$35,443
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$4,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$611,496
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,915,925
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,304,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,316,276
Value of interest in pooled separate accounts at end of year2012-12-31$72,268
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,732,406
Interest earned on other investments2012-12-31$3,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$489,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,522,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$311,999
Net investment gain/loss from pooled separate accounts2012-12-31$291,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$308,706
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$623,584
Contract administrator fees2012-12-31$13,598
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RUNYON KERSTEEN OUELLETTE, PA
Accountancy firm EIN2012-12-31010440155
2011 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$781,798
Total of all expenses incurred2011-12-31$862,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$862,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$856,847
Value of total assets at end of year2011-12-31$6,304,429
Value of total assets at beginning of year2011-12-31$6,385,029
Total interest from all sources2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$310,605
Participant contributions at end of year2011-12-31$49,234
Participant contributions at beginning of year2011-12-31$62,412
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$731
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$225,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-80,600
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,304,429
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,385,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$4,732,406
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,109,232
Interest on participant loans2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,522,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,212,097
Net investment gain/loss from pooled separate accounts2011-12-31$-75,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$321,082
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$862,398
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RUNYON KERSTEEN OUELLETTE, PA
Accountancy firm EIN2011-12-31010440155
2010 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,299,909
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$437,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$437,365
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$641,568
Value of total assets at end of year2010-12-31$6,385,029
Value of total assets at beginning of year2010-12-31$5,522,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$306,358
Participant contributions at end of year2010-12-31$62,412
Participant contributions at beginning of year2010-12-31$81,500
Participant contributions at end of year2010-12-31$731
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$862,544
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,385,029
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,522,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,109,232
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,300,244
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,212,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,140,741
Net investment gain/loss from pooled separate accounts2010-12-31$658,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$335,210
Employer contributions (assets) at end of year2010-12-31$557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$437,365
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RUNYON KERSTEEN OUELLETTE, PA
Accountancy firm EIN2010-12-31010440155
2009 : COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN

2022: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY CONCEPTS, INC. TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 2
Insurance contract or identification numberVFB077
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $343
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $343
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered353
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $373
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees373
Additional information about fees paid to insurance brokerTPA SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered390
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $404
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees404
Additional information about fees paid to insurance brokerREFERRAL - SERVICE FEE
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 1
Insurance contract or identification numberVFB077
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $430
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $430
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 1
Insurance contract or identification numberVFB077
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $375
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $375
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered343
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $354
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees354
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 2
Insurance contract or identification numberVFB077
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $439
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $439
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered313
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $289
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees289
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 2
Insurance contract or identification numberVFB077
Number of Individuals Covered12
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $425
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $425
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered292
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $417
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees417
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameHEALEY AND ASSOCIATES, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 2
Insurance contract or identification numberVFB077
Number of Individuals Covered37
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,138
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,123
Insurance broker organization code?3
Insurance broker nameCES INSURANCE AGENCY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered275
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,302
Total amount of fees paid to insurance companyUSD $436
Commission paid to Insurance BrokerUSD $4,302
Insurance broker organization code?3
Amount paid for insurance broker fees436
Additional information about fees paid to insurance brokerSERVICE FEE
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $199,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameHEALEY AND ASSOCIATES, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 1
Insurance contract or identification numberVFB077
Number of Individuals Covered42
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,064
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,040
Insurance broker organization code?3
Insurance broker nameCES INSURANCE AGENCY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered264
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,545
Total amount of fees paid to insurance companyUSD $366
Commission paid to Insurance BrokerUSD $3,545
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameHEALEY AND ASSOCIATES, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 1
Insurance contract or identification numberVFB077
Number of Individuals Covered48
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,844
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,812
Insurance broker organization code?3
Insurance broker nameCES INSURANCE AGENCY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered244
Insurance policy start date2013-07-15
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,650
Total amount of fees paid to insurance companyUSD $13,300
Commission paid to Insurance BrokerUSD $18,650
Amount paid for insurance broker fees10388
Additional information about fees paid to insurance brokerREFERRALS - SERVICE FEES
Insurance broker organization code?3
Insurance broker nameHEALEY AND ASSOCIATES, INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered259
Insurance policy start date2012-07-15
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,597
Total amount of fees paid to insurance companyUSD $5,904
Commission paid to Insurance BrokerUSD $2,597
Amount paid for insurance broker fees1692
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameHEALEY AND ASSOCIATES, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 1
Insurance contract or identification numberVFB077
Number of Individuals Covered301
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,970
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $16,895
Insurance broker organization code?4
Insurance broker nameCES INSURANCE AGENCY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 1
Insurance contract or identification numberVFB077
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $25,058
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB077
Policy instance 1
Insurance contract or identification numberVFB077
Number of Individuals Covered314
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,675
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?4
Insurance broker namePROEQUITIES, INC

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