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ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 401k Plan overview

Plan NameANIMAL RESCUE LEAGUE OF BOSTON 403(B)
Plan identification number 002

ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

ANIMAL RESCUE LEAGUE OF BOSTON has sponsored the creation of one or more 401k plans.

Company Name:ANIMAL RESCUE LEAGUE OF BOSTON
Employer identification number (EIN):042103714
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANIMAL RESCUE LEAGUE OF BOSTON 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KAREN WILLIAMS2023-09-07
0022021-01-01CONSTANCE DE BRUN2022-09-22
0022020-01-01CONSTANCE DE BRUN2021-09-22
0022019-01-01EDWARD SCHETTINO2020-10-01
0022018-01-01MARY NEE2019-10-02
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01STEVE SIMMONS2015-07-29
0022013-01-01MARY NEE2014-06-18
0022012-01-01ROBIE WHITE2013-09-09

Plan Statistics for ANIMAL RESCUE LEAGUE OF BOSTON 403(B)

401k plan membership statisitcs for ANIMAL RESCUE LEAGUE OF BOSTON 403(B)

Measure Date Value
2022: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2022 401k membership
Total participants, beginning-of-year2022-01-01190
Total number of active participants reported on line 7a of the Form 55002022-01-01106
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01106
Total of all active and inactive participants2022-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01213
Number of participants with account balances2022-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2021 401k membership
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-0193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0197
Total of all active and inactive participants2021-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01190
Number of participants with account balances2021-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2020 401k membership
Total participants, beginning-of-year2020-01-01168
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0190
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01191
Number of participants with account balances2020-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2019 401k membership
Total participants, beginning-of-year2019-01-01138
Total number of active participants reported on line 7a of the Form 55002019-01-01102
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2018 401k membership
Total participants, beginning-of-year2018-01-01135
Total number of active participants reported on line 7a of the Form 55002018-01-0193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01138
Number of participants with account balances2018-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2017 401k membership
Total participants, beginning-of-year2017-01-01140
Total number of active participants reported on line 7a of the Form 55002017-01-0192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01135
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2016 401k membership
Total participants, beginning-of-year2016-01-01124
Total number of active participants reported on line 7a of the Form 55002016-01-0187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01140
Number of participants with account balances2016-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019

Financial Data on ANIMAL RESCUE LEAGUE OF BOSTON 403(B)

Measure Date Value
2022 : ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-135,382
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$329,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$329,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$677,056
Value of total assets at end of year2022-12-31$4,572,035
Value of total assets at beginning of year2022-12-31$5,036,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$2,072
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$239,858
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$239,858
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$315,677
Participant contributions at end of year2022-12-31$27,338
Participant contributions at beginning of year2022-12-31$39,248
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$222,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-464,561
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,572,035
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,036,596
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$4,525,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,969,483
Interest on participant loans2022-12-31$1,388
Interest earned on other investments2022-12-31$684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,054,368
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$138,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$329,179
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 name2022-12-31AAFCPAS, INC.
Accountancy firm EIN2022-12-31042571780
2021 : ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 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$1,122,591
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,571,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,571,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$529,026
Value of total assets at end of year2021-12-31$5,036,596
Value of total assets at beginning of year2021-12-31$5,485,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$2,583
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$340,768
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$340,768
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$319,579
Participant contributions at end of year2021-12-31$39,248
Participant contributions at beginning of year2021-12-31$25,775
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$90,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-448,941
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,036,596
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,485,537
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$4,969,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,357,949
Interest on participant loans2021-12-31$1,517
Interest earned on other investments2021-12-31$1,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$101,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$250,214
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$118,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,571,532
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31AAFCPAS, INC.
Accountancy firm EIN2021-12-31042571780
2020 : ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 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$1,119,165
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$223,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$223,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$465,645
Value of total assets at end of year2020-12-31$5,485,537
Value of total assets at beginning of year2020-12-31$4,589,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$4,200
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$260,454
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$260,454
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$332,970
Participant contributions at end of year2020-12-31$25,775
Participant contributions at beginning of year2020-12-31$11,066
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$895,574
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,485,537
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,589,963
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$5,357,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,481,661
Interest on participant loans2020-12-31$784
Interest earned on other investments2020-12-31$3,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$101,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$97,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$388,866
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$132,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$223,591
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 name2020-12-31AAFCPAS, INC.
Accountancy firm EIN2020-12-31042571780
2019 : ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2019 401k financial data
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 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$1,193,576
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$154,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$154,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$441,989
Value of total assets at end of year2019-12-31$4,589,963
Value of total assets at beginning of year2019-12-31$3,551,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$3,063
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$152,364
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$152,364
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$280,072
Participant contributions at end of year2019-12-31$11,066
Participant contributions at beginning of year2019-12-31$15,524
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,038,842
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,589,963
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,551,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,481,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,514,106
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$656
Interest earned on other investments2019-12-31$2,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$596,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$132,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$154,734
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AAFCPAS, INC.
Accountancy firm EIN2019-12-31042571780
2018 : ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 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$165,485
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$182,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$182,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$427,859
Value of total assets at end of year2018-12-31$3,551,121
Value of total assets at beginning of year2018-12-31$3,568,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$1,609
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$206,348
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$206,348
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$295,558
Participant contributions at end of year2018-12-31$15,524
Participant contributions at beginning of year2018-12-31$27,021
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,324
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,551,121
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,568,445
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$3,514,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,517,081
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,040
Interest on participant loans2018-12-31$1,040
Interest earned on other investments2018-12-31$569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-470,490
Net investment gain/loss from pooled separate accounts2018-12-31$159
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$107,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$182,809
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 name2018-12-31ALEXANDER, ARONSON, FINNING, & CO.
Accountancy firm EIN2018-12-31042571780
2017 : ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 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$956,851
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$395,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$395,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$402,174
Value of total assets at end of year2017-12-31$3,568,445
Value of total assets at beginning of year2017-12-31$3,006,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,607
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$150,889
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$150,889
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$299,817
Participant contributions at end of year2017-12-31$27,021
Participant contributions at beginning of year2017-12-31$21,212
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,125
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$561,713
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,568,445
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,006,732
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$3,517,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,963,108
Value of interest in pooled separate accounts at end of year2017-12-31$5,040
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,486
Interest on participant loans2017-12-31$1,017
Interest earned on other investments2017-12-31$590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$401,985
Net investment gain/loss from pooled separate accounts2017-12-31$196
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$99,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$395,138
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 name2017-12-31ALEXANDER, ARONSON, FINNING, & CO.
Accountancy firm EIN2017-12-31042571780
2016 : ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 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$1,409,904
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$266,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$263,990
Expenses. Certain deemed distributions of participant loans2016-12-31$2,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,233,832
Value of total assets at end of year2016-12-31$3,006,732
Value of total assets at beginning of year2016-12-31$1,863,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$636
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$129,872
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$129,872
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$270,489
Participant contributions at end of year2016-12-31$21,212
Participant contributions at beginning of year2016-12-31$2,863
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$859,204
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$1,143,267
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,006,732
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,863,465
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$2,963,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,853,919
Value of interest in pooled separate accounts at end of year2016-12-31$4,486
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,856
Interest on participant loans2016-12-31$377
Interest earned on other investments2016-12-31$259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$45,381
Net investment gain/loss from pooled separate accounts2016-12-31$183
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$104,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$263,990
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 name2016-12-31ALEXANDER, ARONSON, FINNING, & CO.
Accountancy firm EIN2016-12-31042571780

Form 5500 Responses for ANIMAL RESCUE LEAGUE OF BOSTON 403(B)

2022: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ANIMAL RESCUE LEAGUE OF BOSTON 403(B) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403095
Policy instance 1
Insurance contract or identification number403095
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403095
Policy instance 1
Insurance contract or identification number403095
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403095
Policy instance 1
Insurance contract or identification number403095
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403095
Policy instance 1
Insurance contract or identification number403095
Number of Individuals Covered4
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403095
Policy instance 1
Insurance contract or identification number403095
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403095
Policy instance 1
Insurance contract or identification number403095
Number of Individuals Covered114
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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