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THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 401k Plan overview

Plan NameTHE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN
Plan identification number 001

THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN Benefits

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

401k Sponsoring company profile

THE CHILD AND FAMILY GUIDANCE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CHILD AND FAMILY GUIDANCE CENTER, INC.
Employer identification number (EIN):060669106
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01MICHAEL PATOTA2023-04-13
0012020-07-01MICHAEL PATOTA2022-04-13
0012019-07-01MICHAEL PATOTA2021-04-14
0012019-07-01MICHAEL PATOTA2021-08-08
0012019-01-01
0012018-07-01MICHAEL PATOTA2020-04-14
0012018-01-01
0012017-07-01MICHAEL PATOTA2019-04-11
0012017-01-01KIMBERLY M FARRAR KIMBERLY M FARRAR2018-10-15
0012016-07-01
0012016-01-01KIMBERLY FARRAR KIMBERLY FARRAR2017-10-27
0012016-01-01KIMBERLY FARRAR2017-10-16
0012015-07-01MICHAEL PATOTA
0012015-01-01WILLIAM GARGANO2016-07-12 WILLIAM GARGANO2016-07-12
0012014-07-01WILLIAM GARGANO2015-09-23
0012014-01-01WILLIAM GARGANO2015-07-16 WILLIAM GARGANO2015-07-16
0012013-07-01WILLIAM GARGANO2015-01-21
0012013-01-01WILLIAM GARGANO2014-07-22 WILLIAM GARGANO2014-07-22
0012012-07-01WILLIAM GARGANO2013-10-15
0012012-01-01WILLIAM GARGANO2013-07-16 WILLIAM GARGANO2013-07-16
0012011-07-01WILLIAM GARGANO2012-12-17
0012011-01-01WILLIAM GARGANO2012-07-17 WILLIAM GARGANO2012-07-17
0012010-07-01WILLIAM GARGANO2011-07-25
0012010-01-01WILLIAM GARGANO2011-07-25 WILLIAM GARGANO2011-07-25

Plan Statistics for THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN

401k plan membership statisitcs for THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN

Measure Date Value
2021: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01147
Total number of active participants reported on line 7a of the Form 55002021-07-0174
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0168
Total of all active and inactive participants2021-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01142
Number of participants with account balances2021-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-019
2020: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01145
Total number of active participants reported on line 7a of the Form 55002020-07-0186
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0155
Total of all active and inactive participants2020-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01141
Number of participants with account balances2020-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01134
Total number of active participants reported on line 7a of the Form 55002019-07-0178
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0153
Total of all active and inactive participants2019-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01131
Number of participants with account balances2019-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-019
Total participants, beginning-of-year2019-01-01146
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01142
Number of participants with account balances2019-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01134
Total number of active participants reported on line 7a of the Form 55002018-07-0199
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0132
Total of all active and inactive participants2018-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01131
Number of participants with account balances2018-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
Total participants, beginning-of-year2018-01-01147
Total number of active participants reported on line 7a of the Form 55002018-01-01118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01139
Total number of active participants reported on line 7a of the Form 55002017-07-0188
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0136
Total of all active and inactive participants2017-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01124
Number of participants with account balances2017-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0111
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-01123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01147
Number of participants with account balances2017-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01126
Total number of active participants reported on line 7a of the Form 55002016-07-0181
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0136
Total of all active and inactive participants2016-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01118
Number of participants with account balances2016-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01152
Number of participants with account balances2016-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01132
Total number of active participants reported on line 7a of the Form 55002015-07-0189
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0126
Total of all active and inactive participants2015-07-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01115
Number of participants with account balances2015-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016

Financial Data on THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN

Measure Date Value
2022 : THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-293,601
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$208,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$181,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$136,024
Value of total assets at end of year2022-06-30$3,112,968
Value of total assets at beginning of year2022-06-30$3,615,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$26,867
Total interest from all sources2022-06-30$5,470
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$125,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$125,063
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$330,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$-4,984
Total non interest bearing cash at end of year2022-06-30$3
Total non interest bearing cash at beginning of year2022-06-30$4,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-502,383
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,112,968
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,615,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,704,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,227,869
Interest earned on other investments2022-06-30$5,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$267,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$249,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-560,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$141,008
Employer contributions (assets) at end of year2022-06-30$141,008
Employer contributions (assets) at beginning of year2022-06-30$132,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$181,915
Contract administrator fees2022-06-30$26,867
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MARCUM LLP
Accountancy firm EIN2022-06-30111986323
2021 : THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$869,717
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$272,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$251,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$137,809
Value of total assets at end of year2021-06-30$3,615,351
Value of total assets at beginning of year2021-06-30$3,017,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$21,135
Total interest from all sources2021-06-30$5,476
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$82,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$82,537
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$330,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$132,825
Amount contributed by the employer to the plan for this plan year2021-06-30$132,825
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$4,984
Total non interest bearing cash at end of year2021-06-30$4,986
Total non interest bearing cash at beginning of year2021-06-30$5,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$597,496
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,615,351
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,017,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,227,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,661,723
Interest earned on other investments2021-06-30$5,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$249,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$240,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$643,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$132,825
Employer contributions (assets) at end of year2021-06-30$132,825
Employer contributions (assets) at beginning of year2021-06-30$110,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$251,086
Contract administrator fees2021-06-30$21,135
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MARCUM LLP
Accountancy firm EIN2021-06-30111986323
2020 : THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$297,025
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$570,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$540,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$110,495
Value of total assets at end of year2020-06-30$3,017,855
Value of total assets at beginning of year2020-06-30$3,291,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$30,015
Total interest from all sources2020-06-30$6,305
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$64,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$64,646
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$330,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other income not declared elsewhere2020-06-30$5,014
Total non interest bearing cash at end of year2020-06-30$5,016
Total non interest bearing cash at beginning of year2020-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-273,935
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,017,855
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,291,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,661,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,920,945
Interest earned on other investments2020-06-30$6,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$240,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$264,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$110,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$110,495
Employer contributions (assets) at end of year2020-06-30$110,495
Employer contributions (assets) at beginning of year2020-06-30$105,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$540,945
Contract administrator fees2020-06-30$30,015
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MARCUM LLP
Accountancy firm EIN2020-06-30111986323
2019 : THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$398,079
Total income from all sources (including contributions)2019-12-31$398,079
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$266,477
Total of all expenses incurred2019-12-31$266,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$265,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$265,770
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$186,078
Value of total assets at end of year2019-12-31$1,415,665
Value of total assets at end of year2019-12-31$1,415,665
Value of total assets at beginning of year2019-12-31$1,284,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$707
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$707
Total interest from all sources2019-12-31$10,880
Total interest from all sources2019-12-31$10,880
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$182,517
Contributions received from participants2019-12-31$182,517
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,561
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,561
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$707
Administrative expenses (other) incurred2019-12-31$707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$131,602
Value of net income/loss2019-12-31$131,602
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,415,665
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,415,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,284,063
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,284,063
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,040,328
Value of interest in pooled separate accounts at end of year2019-12-31$1,040,328
Value of interest in pooled separate accounts at beginning of year2019-12-31$837,482
Value of interest in pooled separate accounts at beginning of year2019-12-31$837,482
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$10,880
Interest earned on other investments2019-12-31$10,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$375,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$375,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$446,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$446,581
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$201,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$265,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$265,770
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARCUM, LLP
Accountancy firm name2019-12-31MARCUM, LLP
Accountancy firm EIN2019-12-31111986323
Accountancy firm EIN2019-12-31111986323
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$335,814
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$292,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$262,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$105,865
Value of total assets at end of year2019-06-30$3,291,790
Value of total assets at beginning of year2019-06-30$3,248,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$30,349
Total interest from all sources2019-06-30$7,694
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$81,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$81,403
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$320,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$132,696
Amount contributed by the employer to the plan for this plan year2019-06-30$132,696
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Total non interest bearing cash at end of year2019-06-30$2
Total non interest bearing cash at beginning of year2019-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$43,440
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,291,790
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,248,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,920,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,675,204
Interest earned on other investments2019-06-30$7,694
Value of interest in common/collective trusts at end of year2019-06-30$0
Value of interest in common/collective trusts at beginning of year2019-06-30$306,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$264,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$140,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$105,865
Employer contributions (assets) at end of year2019-06-30$105,865
Employer contributions (assets) at beginning of year2019-06-30$266,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$262,025
Contract administrator fees2019-06-30$30,349
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MARCUM LLP
Accountancy firm EIN2019-06-30111986323
2018 : THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE 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$135,944
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$531,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$530,807
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$202,933
Value of total assets at end of year2018-12-31$1,284,063
Value of total assets at beginning of year2018-12-31$1,679,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$789
Total interest from all sources2018-12-31$14,886
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$202,933
Participant contributions at end of year2018-12-31$26,575
Participant contributions at beginning of year2018-12-31$33,629
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-395,652
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,284,063
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,679,715
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$837,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,002,620
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$14,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$420,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$643,466
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-81,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$530,807
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 name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$545,806
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$656,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$626,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$266,175
Value of total assets at end of year2018-06-30$3,248,350
Value of total assets at beginning of year2018-06-30$3,358,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$29,479
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$94,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$94,652
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$320,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$292,829
Amount contributed by the employer to the plan for this plan year2018-06-30$292,829
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Total non interest bearing cash at end of year2018-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-110,225
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,248,350
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,358,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,675,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,776,019
Value of interest in common/collective trusts at end of year2018-06-30$306,969
Value of interest in common/collective trusts at beginning of year2018-06-30$326,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$179,198
Net investment gain or loss from common/collective trusts2018-06-30$5,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$266,175
Employer contributions (assets) at end of year2018-06-30$266,175
Employer contributions (assets) at beginning of year2018-06-30$256,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$626,552
Contract administrator fees2018-06-30$29,479
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MARCUM LLP
Accountancy firm EIN2018-06-30111986323
2017 : THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE 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$507,274
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$231,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$230,751
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$347,553
Value of total assets at end of year2017-12-31$1,679,715
Value of total assets at beginning of year2017-12-31$1,404,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$821
Total interest from all sources2017-12-31$18,432
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$190,170
Participant contributions at end of year2017-12-31$33,629
Participant contributions at beginning of year2017-12-31$54,311
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$157,383
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$821
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$275,702
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,679,715
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,404,013
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$1,002,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$806,472
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$18,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$643,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$543,230
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$141,289
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$230,751
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 name2017-12-31MARCUM LLP
Accountancy firm EIN2017-12-31111986323
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$584,981
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$375,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$348,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$256,073
Value of total assets at end of year2017-06-30$3,358,575
Value of total assets at beginning of year2017-06-30$3,149,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$27,404
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$85,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$85,152
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$320,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Total non interest bearing cash at beginning of year2017-06-30$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$209,340
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,358,575
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,149,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,776,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,697,458
Value of interest in common/collective trusts at end of year2017-06-30$326,483
Value of interest in common/collective trusts at beginning of year2017-06-30$451,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$237,234
Net investment gain or loss from common/collective trusts2017-06-30$6,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$256,073
Employer contributions (assets) at end of year2017-06-30$256,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$348,237
Contract administrator fees2017-06-30$27,404
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MARCUM LLP
Accountancy firm EIN2017-06-30111986323
2016 : THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE 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$272,799
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$272,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$272,082
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$205,536
Value of total assets at end of year2016-12-31$1,404,013
Value of total assets at beginning of year2016-12-31$1,404,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$788
Total interest from all sources2016-12-31$16,449
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$204,397
Participant contributions at end of year2016-12-31$54,311
Participant contributions at beginning of year2016-12-31$23,134
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,139
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-71
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,404,013
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,404,084
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$806,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$722,678
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$16,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$543,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$658,272
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$50,814
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$272,082
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 name2016-12-31MARCUM, LLP
Accountancy firm EIN2016-12-31111986323
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$315,150
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$190,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$165,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$251,499
Value of total assets at end of year2016-06-30$3,149,235
Value of total assets at beginning of year2016-06-30$3,024,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$24,523
Total interest from all sources2016-06-30$227
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$132,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$132,443
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$320,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$263,605
Amount contributed by the employer to the plan for this plan year2016-06-30$263,605
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other income not declared elsewhere2016-06-30$1,855
Total non interest bearing cash at end of year2016-06-30$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$124,706
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,149,235
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,024,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,697,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,723,129
Value of interest in common/collective trusts at end of year2016-06-30$451,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$301,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$301,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-71,792
Net investment gain or loss from common/collective trusts2016-06-30$918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$251,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$165,921
Contract administrator fees2016-06-30$24,523
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MARCUM LLP
Accountancy firm EIN2016-06-30111986323

Form 5500 Responses for THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN

2021: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
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 benefit arrangement – InsuranceYes
2017: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
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 benefit arrangement – InsuranceYes
2016: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2015: THE CHILD GUIDANCE CENTER OF GREATER BRIDGEPORT, INC. MONEY PURCHASE PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804315
Policy instance 1
Insurance contract or identification number804315
Number of Individuals Covered142
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804315
Policy instance 1
Insurance contract or identification number804315
Number of Individuals Covered141
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804315
Policy instance 1
Insurance contract or identification number804315
Number of Individuals Covered131
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007197C
Policy instance 1
Insurance contract or identification number007197C
Number of Individuals Covered64
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 $232
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees232
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804315
Policy instance 1
Insurance contract or identification number804315
Number of Individuals Covered131
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007197C
Policy instance 1
Insurance contract or identification number007197C
Number of Individuals Covered63
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 $1,748
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1748
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007197C
Policy instance 1
Insurance contract or identification number007197C
Number of Individuals Covered66
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $468
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees468
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE

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