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COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 401k Plan overview

Plan NameCOMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN
Plan identification number 001

COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY ACTION PROGRAM - BELKNAP MERRIMACK COUNTIES INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION PROGRAM - BELKNAP MERRIMACK COUNTIES INC.
Employer identification number (EIN):020270376
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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
0012017-01-01JEANNE AGRI
0012016-01-01RALPH LITTLEFIELD RALPH LITTLEFIELD2017-07-27
0012015-01-01RALPH LITTLEFIELD
0012014-01-01RALPH LITTLEFIELD
0012013-01-01RALPH LITTLEFIELD
0012012-01-01RALPH LITTLEFIELD
0012011-01-01RALPH LITTLEFIELD
0012010-01-01RALPH LITTLEFIELD
0012009-01-01RALPH LITTLEFIELD
0012009-01-01RALPH LITTLEFIELD

Plan Statistics for COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN

401k plan membership statisitcs for COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN

Measure Date Value
2022: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01381
Total number of active participants reported on line 7a of the Form 55002022-01-01184
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0192
Total of all active and inactive participants2022-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01277
Number of participants with account balances2022-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01428
Total number of active participants reported on line 7a of the Form 55002021-01-01291
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0190
Total of all active and inactive participants2021-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01381
Number of participants with account balances2021-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01492
Total number of active participants reported on line 7a of the Form 55002020-01-01361
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01428
Number of participants with account balances2020-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01475
Total number of active participants reported on line 7a of the Form 55002019-01-01430
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01492
Number of participants with account balances2019-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01445
Total number of active participants reported on line 7a of the Form 55002018-01-01410
Number of other retired or separated participants entitled to future benefits2018-01-0165
Total of all active and inactive participants2018-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01475
Number of participants with account balances2018-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01419
Total number of active participants reported on line 7a of the Form 55002017-01-01401
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01445
Number of participants with account balances2017-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01419
Total number of active participants reported on line 7a of the Form 55002016-01-01397
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01431
Number of participants with account balances2016-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01231
Total number of active participants reported on line 7a of the Form 55002015-01-01397
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01419
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01237
Total number of active participants reported on line 7a of the Form 55002014-01-01209
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01231
Number of participants with account balances2014-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01239
Total number of active participants reported on line 7a of the Form 55002013-01-01216
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01237
Number of participants with account balances2013-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01236
Total number of active participants reported on line 7a of the Form 55002012-01-01210
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01239
Number of participants with account balances2012-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01238
Total number of active participants reported on line 7a of the Form 55002011-01-01211
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01236
Number of participants with account balances2011-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01231
Total number of active participants reported on line 7a of the Form 55002010-01-01208
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01238
Number of participants with account balances2010-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01197
Total number of active participants reported on line 7a of the Form 55002009-01-01200
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01231
Number of participants with account balances2009-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN

Measure Date Value
2022 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-798,062
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,954,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,951,627
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$693,404
Value of total assets at end of year2022-12-31$6,904,454
Value of total assets at beginning of year2022-12-31$10,656,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,525
Total interest from all sources2022-12-31$1,199
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$353,023
Participant contributions at end of year2022-12-31$11,982
Participant contributions at beginning of year2022-12-31$13,382
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$130,403
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$2,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,752,214
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,904,454
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,656,668
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$6,454,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,100,170
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$1,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$430,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$535,114
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,492,665
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$209,978
Employer contributions (assets) at end of year2022-12-31$7,642
Employer contributions (assets) at beginning of year2022-12-31$8,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,951,627
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 name2022-12-31LEONE MCDONNELL AND ROBERTS P.A.
Accountancy firm EIN2022-12-31020417217
2021 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,956,563
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,041,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,038,684
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$594,583
Value of total assets at end of year2021-12-31$10,656,668
Value of total assets at beginning of year2021-12-31$9,741,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,605
Total interest from all sources2021-12-31$5,713
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$329,839
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$13,382
Participant contributions at beginning of year2021-12-31$11,471
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$62,944
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$125,912
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,605
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,364
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
Value of net income/loss2021-12-31$915,274
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,656,668
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,741,394
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$10,100,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,035,877
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$5,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$535,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$685,139
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,356,267
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$201,800
Employer contributions (assets) at end of year2021-12-31$8,002
Employer contributions (assets) at beginning of year2021-12-31$7,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$912,772
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31LEONE MCDONNELL AND ROBERTS P.A
Accountancy firm EIN2021-12-31020417217
2020 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,016,200
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$723,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$721,237
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$991,796
Value of total assets at end of year2020-12-31$9,741,394
Value of total assets at beginning of year2020-12-31$8,449,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,696
Total interest from all sources2020-12-31$7,079
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$343,077
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$231,265
Participant contributions at end of year2020-12-31$11,471
Participant contributions at beginning of year2020-12-31$12,149
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$436,285
Other income not declared elsewhere2020-12-31$3,353
Administrative expenses (other) incurred2020-12-31$2,696
Total non interest bearing cash at end of year2020-12-31$1,364
Total non interest bearing cash at beginning of year2020-12-31$1,364
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
Value of net income/loss2020-12-31$1,292,267
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,741,394
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,449,127
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$9,035,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,744,708
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$7,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$685,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$452,489
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,013,972
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$212,434
Employer contributions (assets) at end of year2020-12-31$7,543
Employer contributions (assets) at beginning of year2020-12-31$7,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$721,237
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LEONE MCDONNELL AND ROBERTS P.A
Accountancy firm EIN2020-12-31020417217
2019 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,865,121
Total income from all sources (including contributions)2019-12-31$2,865,121
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,000,378
Total of all expenses incurred2019-12-31$6,000,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,959,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,959,611
Expenses. Certain deemed distributions of participant loans2019-12-31$15,329
Expenses. Certain deemed distributions of participant loans2019-12-31$15,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$660,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$660,797
Value of total assets at end of year2019-12-31$8,449,127
Value of total assets at end of year2019-12-31$8,449,127
Value of total assets at beginning of year2019-12-31$11,584,384
Value of total assets at beginning of year2019-12-31$11,584,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,438
Total interest from all sources2019-12-31$10,948
Total interest from all sources2019-12-31$10,948
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$214,350
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$214,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$214,350
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$214,350
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$332,999
Contributions received from participants2019-12-31$332,999
Participant contributions at end of year2019-12-31$231,265
Participant contributions at end of year2019-12-31$231,265
Participant contributions at beginning of year2019-12-31$218,260
Participant contributions at beginning of year2019-12-31$218,260
Participant contributions at end of year2019-12-31$12,149
Participant contributions at end of year2019-12-31$12,149
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$142,755
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$142,755
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$1,364
Total non interest bearing cash at end of year2019-12-31$1,364
Total non interest bearing cash at beginning of year2019-12-31$7,566
Total non interest bearing cash at beginning of year2019-12-31$7,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-3,135,257
Value of net income/loss2019-12-31$-3,135,257
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,449,127
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,449,127
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,584,384
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,584,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$7,744,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,744,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,358,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,358,558
Interest on participant loans2019-12-31$10,948
Interest on participant loans2019-12-31$10,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$452,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$452,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,979,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,979,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$185,043
Contributions received in cash from employer2019-12-31$185,043
Employer contributions (assets) at end of year2019-12-31$7,152
Employer contributions (assets) at end of year2019-12-31$7,152
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,959,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,959,611
Contract administrator fees2019-12-31$25,438
Contract administrator fees2019-12-31$25,438
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LEONE MCDONNELL AND ROBERTS P.A
Accountancy firm name2019-12-31LEONE MCDONNELL AND ROBERTS P.A
Accountancy firm EIN2019-12-31020417217
Accountancy firm EIN2019-12-31020417217
2018 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-71,671
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,552,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,461,730
Expenses. Certain deemed distributions of participant loans2018-12-31$69,008
Value of total corrective distributions2018-12-31$1,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$562,422
Value of total assets at end of year2018-12-31$11,489,099
Value of total assets at beginning of year2018-12-31$14,112,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,787
Total interest from all sources2018-12-31$21,221
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$720,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$720,981
Administrative expenses professional fees incurred2018-12-31$19,787
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$356,099
Participant contributions at end of year2018-12-31$218,260
Participant contributions at beginning of year2018-12-31$245,829
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,623,675
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,489,099
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,112,774
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,846,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,528,864
Interest on participant loans2018-12-31$9,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$424,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,338,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,338,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,376,295
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$197,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,461,730
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 name2018-12-31LEONE, MCDONNELL & ROBERTS, PA
Accountancy firm EIN2018-12-31020417217
2017 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,004,277
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,261,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,224,148
Expenses. Certain deemed distributions of participant loans2017-12-31$15,100
Value of total corrective distributions2017-12-31$2,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$629,875
Value of total assets at end of year2017-12-31$14,112,774
Value of total assets at beginning of year2017-12-31$13,369,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,339
Total interest from all sources2017-12-31$11,272
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$652,417
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$652,417
Administrative expenses professional fees incurred2017-12-31$19,339
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$389,138
Participant contributions at end of year2017-12-31$245,829
Participant contributions at beginning of year2017-12-31$220,867
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,256
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$743,223
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,112,774
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,369,551
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$12,528,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,820,629
Interest on participant loans2017-12-31$11,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,338,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,328,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,328,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,710,713
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$211,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,224,148
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 name2017-12-31LEONE, MCDONNELL & ROBERTS, PA
Accountancy firm EIN2017-12-31020417217
2016 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,512,558
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$423,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$371,887
Expenses. Certain deemed distributions of participant loans2016-12-31$24,971
Value of total corrective distributions2016-12-31$7,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$644,147
Value of total assets at end of year2016-12-31$13,369,551
Value of total assets at beginning of year2016-12-31$12,280,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,548
Total interest from all sources2016-12-31$10,676
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$180,355
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$180,355
Administrative expenses professional fees incurred2016-12-31$18,548
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$423,288
Participant contributions at end of year2016-12-31$220,867
Participant contributions at beginning of year2016-12-31$218,591
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,021
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$1,089,364
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,369,551
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,280,187
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$11,820,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,347,597
Interest on participant loans2016-12-31$10,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,328,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$713,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$713,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$677,380
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$219,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$371,887
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 name2016-12-31LEONE, MCDONNELL & ROBERTS, PA
Accountancy firm EIN2016-12-31020417217
2015 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$835,039
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,481,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,447,600
Expenses. Certain deemed distributions of participant loans2015-12-31$7,333
Value of total corrective distributions2015-12-31$6,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$754,335
Value of total assets at end of year2015-12-31$12,280,187
Value of total assets at beginning of year2015-12-31$12,926,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,283
Total interest from all sources2015-12-31$8,495
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$585,552
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$585,552
Administrative expenses professional fees incurred2015-12-31$20,283
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$447,463
Participant contributions at end of year2015-12-31$218,591
Participant contributions at beginning of year2015-12-31$197,351
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,968
Other income not declared elsewhere2015-12-31$2,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-646,282
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,280,187
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,926,469
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$11,347,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,110,654
Interest on participant loans2015-12-31$8,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$713,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$618,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$618,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-515,864
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$288,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,447,600
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 name2015-12-31LEONE, MCDONNELL & ROBERTS, PA
Accountancy firm EIN2015-12-31020417217
2014 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,588,742
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,105,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,071,450
Expenses. Certain deemed distributions of participant loans2014-12-31$7,890
Value of total corrective distributions2014-12-31$5,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$862,507
Value of total assets at end of year2014-12-31$12,926,469
Value of total assets at beginning of year2014-12-31$12,443,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,822
Total interest from all sources2014-12-31$9,818
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$722,287
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$722,287
Administrative expenses professional fees incurred2014-12-31$20,822
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$470,186
Participant contributions at end of year2014-12-31$197,351
Participant contributions at beginning of year2014-12-31$222,446
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,709
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
Value of net income/loss2014-12-31$482,937
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,926,469
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,443,532
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$12,110,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,449,553
Interest on participant loans2014-12-31$9,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$618,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$771,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$771,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,870
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$376,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,071,450
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 name2014-12-31LEONE, MCDONNELL & ROBERTS, PA
Accountancy firm EIN2014-12-31020417217
2013 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,242,063
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,908,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,849,739
Expenses. Certain deemed distributions of participant loans2013-12-31$33,395
Value of total corrective distributions2013-12-31$5,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$845,783
Value of total assets at end of year2013-12-31$12,443,532
Value of total assets at beginning of year2013-12-31$12,109,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,506
Total interest from all sources2013-12-31$19,183
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$405,173
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$405,173
Administrative expenses professional fees incurred2013-12-31$19,506
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$469,367
Participant contributions at end of year2013-12-31$222,446
Participant contributions at beginning of year2013-12-31$238,252
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$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
Value of net income/loss2013-12-31$333,814
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,443,532
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,109,718
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,449,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,040,984
Interest on participant loans2013-12-31$19,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$771,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$830,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$830,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,971,924
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$376,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,849,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
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 name2013-12-31LEONE, MCDONNELL & ROBERTS, PA
Accountancy firm EIN2013-12-31020417217
2012 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,443,289
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,786,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,754,815
Expenses. Certain deemed distributions of participant loans2012-12-31$7,756
Value of total corrective distributions2012-12-31$4,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$872,574
Value of total assets at end of year2012-12-31$12,109,720
Value of total assets at beginning of year2012-12-31$11,452,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,539
Total interest from all sources2012-12-31$12,497
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$229,658
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$229,658
Administrative expenses professional fees incurred2012-12-31$18,539
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$473,957
Participant contributions at end of year2012-12-31$238,252
Participant contributions at beginning of year2012-12-31$301,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$657,262
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,109,720
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,452,458
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$11,040,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,406,069
Interest on participant loans2012-12-31$12,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$830,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$744,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$744,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,328,560
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$398,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,754,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31LEONE, MCDONNELL & ROBERTS, PA
Accountancy firm EIN2012-12-31020417217
2011 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$702,036
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$532,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$498,841
Expenses. Certain deemed distributions of participant loans2011-12-31$7,452
Value of total corrective distributions2011-12-31$5,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$909,773
Value of total assets at end of year2011-12-31$11,452,458
Value of total assets at beginning of year2011-12-31$11,282,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,402
Total interest from all sources2011-12-31$14,728
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$202,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$202,796
Administrative expenses professional fees incurred2011-12-31$20,402
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$484,059
Participant contributions at end of year2011-12-31$301,459
Participant contributions at beginning of year2011-12-31$272,781
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,396
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
Value of net income/loss2011-12-31$169,610
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,452,458
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,282,848
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$10,406,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,471,268
Interest on participant loans2011-12-31$14,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$744,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$538,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$538,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-425,261
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$404,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$498,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31LEONE, MCDONNELL & ROBERTS, PA
Accountancy firm EIN2011-12-31020417217
2010 : COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$880,709
Total unrealized appreciation/depreciation of assets2010-12-31$880,709
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$2,074,130
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$901,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$872,334
Expenses. Certain deemed distributions of participant loans2010-12-31$4,115
Value of total corrective distributions2010-12-31$5,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$969,900
Value of total assets at end of year2010-12-31$11,282,848
Value of total assets at beginning of year2010-12-31$10,110,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,964
Total interest from all sources2010-12-31$11,912
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$211,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$211,609
Administrative expenses professional fees incurred2010-12-31$19,964
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$532,360
Participant contributions at end of year2010-12-31$272,781
Participant contributions at beginning of year2010-12-31$203,022
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$1,172,676
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,282,848
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,110,172
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$10,471,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,283,738
Interest on participant loans2010-12-31$11,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$538,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$623,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$623,412
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$437,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$872,334
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31LEONE, MCDONNELL & ROBERTS, PA
Accountancy firm EIN2010-12-31020417217

Form 5500 Responses for COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN

2022: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 benefit arrangement – InsuranceYes
2021: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 benefit arrangement – InsuranceYes
2020: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 benefit arrangement – InsuranceYes
2019: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 benefit arrangement – InsuranceYes
2018: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY ACTION PROGRAM BELKNAP- MERRIMACK COUNTIES, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062082
Policy instance 1
Insurance contract or identification number062082
Number of Individuals Covered0
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 $2,445
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2445
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062082H
Policy instance 1
Insurance contract or identification number062082H
Number of Individuals Covered241
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 $17,616
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees17616
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062082H
Policy instance 1
Insurance contract or identification number062082H
Number of Individuals Covered224
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 $17,616
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062082H
Policy instance 1
Insurance contract or identification number062082H
Number of Individuals Covered225
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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