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HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameHOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN
Plan identification number 002

HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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(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.
  • 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.

401k Sponsoring company profile

HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC.
Employer identification number (EIN):042466767
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01NICOLE BLAIS2023-07-27
0022021-01-01NICOLE BLAIS2022-07-13
0022021-01-01NICOLE BLAIS2023-04-24
0022020-01-01JANIS SANTOS2021-09-28
0022019-01-01JANIS SANTOS2020-09-21
0022018-01-01JANIS SANTOS2019-09-27
0022018-01-01JANIS SANTOS2020-07-27
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01JANIS SANTOS
0022013-01-01JANIS SANTOS
0022012-01-01JANIS SANTOS
0022011-01-01JANIS SANTOS
0022010-01-01JANIS SANTOS
0022009-01-01CAROL LIPMAN

Plan Statistics for HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01298
Total number of active participants reported on line 7a of the Form 55002022-01-01212
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01263
Number of participants with account balances2022-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01328
Total number of active participants reported on line 7a of the Form 55002021-01-01249
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01298
Number of participants with account balances2021-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01337
Total number of active participants reported on line 7a of the Form 55002020-01-01286
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01328
Number of participants with account balances2020-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01320
Total number of active participants reported on line 7a of the Form 55002019-01-01298
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01337
Number of participants with account balances2019-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01370
Total number of active participants reported on line 7a of the Form 55002018-01-01320
Total of all active and inactive participants2018-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01320
Number of participants with account balances2018-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01379
Total number of active participants reported on line 7a of the Form 55002017-01-01336
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01370
Number of participants with account balances2017-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01347
Total number of active participants reported on line 7a of the Form 55002016-01-01352
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01379
Number of participants with account balances2016-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01346
Total number of active participants reported on line 7a of the Form 55002015-01-01316
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01347
Number of participants with account balances2015-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01344
Total number of active participants reported on line 7a of the Form 55002014-01-01308
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01346
Number of participants with account balances2014-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01353
Total number of active participants reported on line 7a of the Form 55002013-01-01307
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01336
Number of participants with account balances2013-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01327
Total number of active participants reported on line 7a of the Form 55002012-01-01326
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01353
Number of participants with account balances2012-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01348
Total number of active participants reported on line 7a of the Form 55002011-01-01304
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01327
Number of participants with account balances2011-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01319
Total number of active participants reported on line 7a of the Form 55002010-01-01326
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01348
Number of participants with account balances2010-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01389
Total number of active participants reported on line 7a of the Form 55002009-01-01301
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01319
Number of participants with account balances2009-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-775,633
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,368,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,348,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$745,394
Value of total assets at end of year2022-12-31$7,211,597
Value of total assets at beginning of year2022-12-31$9,355,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,393
Total interest from all sources2022-12-31$12,614
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$77,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$77,391
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$374,308
Participant contributions at end of year2022-12-31$156,020
Participant contributions at beginning of year2022-12-31$194,546
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$143,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,144,323
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,211,597
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,355,920
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$6,589,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,513,588
Interest on participant loans2022-12-31$7,008
Interest earned on other investments2022-12-31$5,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$465,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$647,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,611,032
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$227,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,348,297
Contract administrator fees2022-12-31$20,393
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 name2022-12-31MP P.C.
Accountancy firm EIN2022-12-31043191789
2021 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$1,909,338
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$764,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$741,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$634,500
Value of total assets at end of year2021-12-31$9,355,920
Value of total assets at beginning of year2021-12-31$8,210,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,101
Total interest from all sources2021-12-31$17,209
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$69,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$69,934
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$382,117
Participant contributions at end of year2021-12-31$194,546
Participant contributions at beginning of year2021-12-31$285,285
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,431
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$1,145,009
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,355,920
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,210,911
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$8,513,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,351,080
Interest on participant loans2021-12-31$10,249
Interest earned on other investments2021-12-31$6,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$647,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$574,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,187,695
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$235,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$741,228
Contract administrator fees2021-12-31$23,101
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 name2021-12-31MP P.C.
Accountancy firm EIN2021-12-31043191789
2020 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$1,697,913
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$295,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$277,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$618,421
Value of total assets at end of year2020-12-31$8,210,911
Value of total assets at beginning of year2020-12-31$6,808,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,080
Total interest from all sources2020-12-31$19,581
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$68,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$68,247
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$367,134
Participant contributions at end of year2020-12-31$285,285
Participant contributions at beginning of year2020-12-31$289,184
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$1,402,564
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,210,911
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,808,347
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$7,351,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,100,347
Interest on participant loans2020-12-31$12,708
Interest earned on other investments2020-12-31$6,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$574,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$418,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$991,664
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$251,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$277,269
Contract administrator fees2020-12-31$18,080
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 name2020-12-31THE MP GROUP P.C
Accountancy firm EIN2020-12-31043191789
2019 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 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$1,840,819
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$549,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$527,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$638,206
Value of total assets at end of year2019-12-31$6,808,347
Value of total assets at beginning of year2019-12-31$5,516,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,774
Total interest from all sources2019-12-31$19,188
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,069
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$75,069
Was this plan covered by a fidelity bond2019-12-31Yes
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
Contributions received from participants2019-12-31$384,746
Participant contributions at end of year2019-12-31$289,184
Participant contributions at beginning of year2019-12-31$239,821
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$836
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$1,291,775
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,808,347
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,516,572
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$6,100,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,893,426
Interest on participant loans2019-12-31$11,973
Interest earned on other investments2019-12-31$7,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$418,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$383,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,108,356
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$252,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$527,270
Contract administrator fees2019-12-31$21,774
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 name2019-12-31THE MP GROUP P.C
Accountancy firm EIN2019-12-31043191789
2018 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$433,963
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$515,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$496,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$665,006
Value of total assets at end of year2018-12-31$5,516,572
Value of total assets at beginning of year2018-12-31$5,598,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,532
Total interest from all sources2018-12-31$16,623
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$70,400
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$70,400
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$3
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$363,635
Participant contributions at end of year2018-12-31$239,821
Participant contributions at beginning of year2018-12-31$226,584
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$275
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$62,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-81,837
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,516,572
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,598,409
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$4,893,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,037,649
Interest on participant loans2018-12-31$10,526
Interest earned on other investments2018-12-31$6,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$383,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$333,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-318,066
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$239,214
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$496,268
Contract administrator fees2018-12-31$19,532
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 name2018-12-31THE MP GROUP P.C
Accountancy firm EIN2018-12-31043191789
2017 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$1,337,802
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$361,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$343,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$607,177
Value of total assets at end of year2017-12-31$5,598,409
Value of total assets at beginning of year2017-12-31$4,621,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,926
Total interest from all sources2017-12-31$14,004
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$60,572
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$60,572
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
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$361,435
Participant contributions at end of year2017-12-31$226,584
Participant contributions at beginning of year2017-12-31$256,423
Participant contributions at end of year2017-12-31$275
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,345
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$976,525
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,598,409
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,621,884
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$5,037,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,094,700
Interest on participant loans2017-12-31$8,318
Interest earned on other investments2017-12-31$5,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$333,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$270,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$656,049
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$244,397
Employer contributions (assets) at end of year2017-12-31$179
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$343,351
Contract administrator fees2017-12-31$17,926
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 name2017-12-31MORIARTY & PRIMACK
Accountancy firm EIN2017-12-31043191789
2016 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$893,876
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$334,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$319,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$556,870
Value of total assets at end of year2016-12-31$4,621,884
Value of total assets at beginning of year2016-12-31$4,062,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,774
Total interest from all sources2016-12-31$14,180
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$50,027
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$50,027
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
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$328,000
Participant contributions at end of year2016-12-31$256,423
Participant contributions at beginning of year2016-12-31$239,920
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$11,569
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,004
Other income not declared elsewhere2016-12-31$4,860
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$559,186
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,621,884
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,062,698
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$4,094,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,538,300
Interest on participant loans2016-12-31$8,272
Interest earned on other investments2016-12-31$5,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$270,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$264,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$267,939
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$226,866
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$8,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$319,916
Contract administrator fees2016-12-31$14,774
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 name2016-12-31MORIARTY & PRIMACK
Accountancy firm EIN2016-12-31043191789
2015 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$491,251
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$445,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$432,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$484,654
Value of total assets at end of year2015-12-31$4,062,698
Value of total assets at beginning of year2015-12-31$4,016,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,151
Total interest from all sources2015-12-31$12,895
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$47,195
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$47,195
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$293,148
Participant contributions at end of year2015-12-31$239,920
Participant contributions at beginning of year2015-12-31$205,923
Participant contributions at end of year2015-12-31$11,569
Participant contributions at beginning of year2015-12-31$11,456
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,340
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$45,815
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,062,698
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,016,883
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$3,538,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,535,178
Interest on participant loans2015-12-31$6,286
Interest earned on other investments2015-12-31$6,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$264,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$256,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-53,493
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$188,166
Employer contributions (assets) at end of year2015-12-31$8,256
Employer contributions (assets) at beginning of year2015-12-31$7,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$432,285
Contract administrator fees2015-12-31$13,151
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 name2015-12-31MORIARTY & PRIMACK
Accountancy firm EIN2015-12-31043191789
2014 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$675,646
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$697,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$651,058
Expenses. Certain deemed distributions of participant loans2014-12-31$34,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$445,740
Value of total assets at end of year2014-12-31$4,016,883
Value of total assets at beginning of year2014-12-31$4,038,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,165
Total interest from all sources2014-12-31$14,710
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$52,857
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$52,857
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$284,099
Participant contributions at end of year2014-12-31$205,923
Participant contributions at beginning of year2014-12-31$205,857
Participant contributions at end of year2014-12-31$11,456
Participant contributions at beginning of year2014-12-31$10,257
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-21,997
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,016,883
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,038,880
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$3,535,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,507,892
Interest on participant loans2014-12-31$6,059
Interest earned on other investments2014-12-31$8,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$256,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$310,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$162,339
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$158,741
Employer contributions (assets) at end of year2014-12-31$7,732
Employer contributions (assets) at beginning of year2014-12-31$4,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$651,058
Contract administrator fees2014-12-31$12,165
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 name2014-12-31MORIARTY & PRIMACK
Accountancy firm EIN2014-12-31043191789
2013 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$1,109,488
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$678,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$667,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$341,319
Value of total assets at end of year2013-12-31$4,038,880
Value of total assets at beginning of year2013-12-31$3,608,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,471
Total interest from all sources2013-12-31$15,162
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$46,183
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$46,183
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$251,444
Participant contributions at end of year2013-12-31$205,857
Participant contributions at beginning of year2013-12-31$216,540
Participant contributions at end of year2013-12-31$10,257
Participant contributions at beginning of year2013-12-31$10,677
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,190
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$430,864
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,038,880
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,608,016
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$3,507,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,056,783
Interest on participant loans2013-12-31$5,893
Interest earned on other investments2013-12-31$9,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$310,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$316,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$706,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$82,685
Employer contributions (assets) at end of year2013-12-31$4,855
Employer contributions (assets) at beginning of year2013-12-31$7,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$667,153
Contract administrator fees2013-12-31$11,471
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 name2013-12-31MORIARTY & PRIMACK
Accountancy firm EIN2013-12-31043191789
2012 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$799,448
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$298,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$286,904
Expenses. Certain deemed distributions of participant loans2012-12-31$2,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$439,558
Value of total assets at end of year2012-12-31$3,608,016
Value of total assets at beginning of year2012-12-31$3,106,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,823
Total interest from all sources2012-12-31$14,689
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$50,384
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$50,384
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$258,443
Participant contributions at end of year2012-12-31$216,540
Participant contributions at beginning of year2012-12-31$142,713
Participant contributions at end of year2012-12-31$10,677
Participant contributions at beginning of year2012-12-31$10,431
Other income not declared elsewhere2012-12-31$491
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$501,177
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,608,016
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,106,839
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$3,056,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,632,134
Interest on participant loans2012-12-31$5,496
Interest earned on other investments2012-12-31$9,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$316,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$314,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$294,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$181,115
Employer contributions (assets) at end of year2012-12-31$7,611
Employer contributions (assets) at beginning of year2012-12-31$7,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$286,904
Contract administrator fees2012-12-31$8,823
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 name2012-12-31MORIARTY & PRIMACK
Accountancy firm EIN2012-12-31043191789
2011 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT 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$499,416
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$505,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$456,817
Expenses. Certain deemed distributions of participant loans2011-12-31$39,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$499,083
Value of total assets at end of year2011-12-31$3,106,839
Value of total assets at beginning of year2011-12-31$3,112,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,797
Total interest from all sources2011-12-31$14,242
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$45,156
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$45,156
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$290,235
Participant contributions at end of year2011-12-31$142,713
Participant contributions at beginning of year2011-12-31$116,901
Participant contributions at end of year2011-12-31$10,431
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,868
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,106,839
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,112,707
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$2,632,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,658,653
Interest on participant loans2011-12-31$4,718
Interest earned on other investments2011-12-31$9,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$314,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$337,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-59,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$192,886
Employer contributions (assets) at end of year2011-12-31$7,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$456,817
Contract administrator fees2011-12-31$8,797
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 name2011-12-31MORIARTY & PRIMACK
Accountancy firm EIN2011-12-31043191789
2010 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,797,754
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$203,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$181,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,473,731
Value of total assets at end of year2010-12-31$3,112,707
Value of total assets at beginning of year2010-12-31$1,517,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,178
Total interest from all sources2010-12-31$15,577
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$41,082
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$41,082
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$308,244
Participant contributions at end of year2010-12-31$116,901
Participant contributions at beginning of year2010-12-31$58,065
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$11,230
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$989,572
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$1,594,717
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,112,707
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,517,990
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$2,658,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,235,567
Interest on participant loans2010-12-31$5,701
Interest earned on other investments2010-12-31$9,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$337,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$213,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$267,364
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$175,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$181,859
Contract administrator fees2010-12-31$21,178
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 name2010-12-31MORIARTY & PRIMACK
Accountancy firm EIN2010-12-31043191789
2009 : HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN

2022: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered281
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 $595
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?Yes
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 fees595
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered314
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 $653
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?Yes
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 fees653
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered328
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 $530
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?Yes
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 fees530
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered348
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $454
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?Yes
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 fees454
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered369
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $401
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?Yes
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 fees401
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered370
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $473
Total amount of fees paid to insurance companyUSD $329
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?Yes
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 $473
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE ANGELL PENSION GROUP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered347
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $950
Total amount of fees paid to insurance companyUSD $299
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 $950
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE ANGELL PENSION GROUP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered346
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,097
Total amount of fees paid to insurance companyUSD $368
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,097
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE ANGELL PENSION GROUP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered336
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,273
Total amount of fees paid to insurance companyUSD $12,319
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 $3,171
Amount paid for insurance broker fees8185
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCES INS. AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered353
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,763
Total amount of fees paid to insurance companyUSD $9,071
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 $2,228
Amount paid for insurance broker fees5523
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCES INS. AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered216
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,579
Total amount of fees paid to insurance companyUSD $10,180
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered220
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,500
Total amount of fees paid to insurance companyUSD $8,477
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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
Commission paid to Insurance BrokerUSD $2,500
Amount paid for insurance broker fees6555
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE ANGELL PENSION GROUP

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