WATERBURY ASSOCIATION FOR RETARDED CITIZENS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2025 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-16 | 31710 |
| Net assets as of the end of the plan year | 2025-04-16 | 2063454 |
| Total assets as of the beginning of the plan year | 2025-04-16 | 1558521 |
| Value of plan covered by a fidelity bond | 2025-04-16 | 300000 |
| Participant contributions to plan in this plan year | 2025-04-16 | 100618 |
| Value of participant loans at end of plan year | 2025-04-16 | 12300 |
| Other expenses paid from plan in this plan year | 2025-04-16 | 0 |
| Other contributions to plan in this plan year | 2025-04-16 | 64602 |
| Other income to plan in this plan year | 2025-04-16 | 192420 |
| Plan net income in this plan year | 2025-04-16 | 504933 |
| Net assets as of the end of the plan year | 2025-04-16 | 2063454 |
| Net assets as of the beginning of the plan year | 2025-04-16 | 1558521 |
| Employer contributions to plan in this plan year | 2025-04-16 | 179003 |
| Fees paid to broker by Benefit Provider | 2025-04-16 | 4428 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-16 | 500 |
| 2024 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-03-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-03-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-20 | 179050 |
| Net assets as of the end of the plan year | 2024-03-20 | 1558521 |
| Total assets as of the beginning of the plan year | 2024-03-20 | 1293026 |
| Value of plan covered by a fidelity bond | 2024-03-20 | 250000 |
| Participant contributions to plan in this plan year | 2024-03-20 | 92170 |
| Value of participant loans at end of plan year | 2024-03-20 | 8475 |
| Other expenses paid from plan in this plan year | 2024-03-20 | 0 |
| Other contributions to plan in this plan year | 2024-03-20 | 0 |
| Other income to plan in this plan year | 2024-03-20 | 180386 |
| Plan net income in this plan year | 2024-03-20 | 265495 |
| Net assets as of the end of the plan year | 2024-03-20 | 1558521 |
| Net assets as of the beginning of the plan year | 2024-03-20 | 1293026 |
| Employer contributions to plan in this plan year | 2024-03-20 | 171989 |
| Fees paid to broker by Benefit Provider | 2024-03-20 | 3359 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-20 | 150 |
| 2022 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-03-16 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-16 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-16 | 268002 |
| Net assets as of the end of the plan year | 2022-03-16 | 1458324 |
| Total assets as of the beginning of the plan year | 2022-03-16 | 1437312 |
| Value of plan covered by a fidelity bond | 2022-03-16 | 250000 |
| Participant contributions to plan in this plan year | 2022-03-16 | 71774 |
| Value of participant loans at end of plan year | 2022-03-16 | 9738 |
| Other expenses paid from plan in this plan year | 2022-03-16 | 0 |
| Other contributions to plan in this plan year | 2022-03-16 | 0 |
| Other income to plan in this plan year | 2022-03-16 | 189401 |
| Plan net income in this plan year | 2022-03-16 | 21012 |
| Net assets as of the end of the plan year | 2022-03-16 | 1458324 |
| Net assets as of the beginning of the plan year | 2022-03-16 | 1437312 |
| Employer contributions to plan in this plan year | 2022-03-16 | 27839 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-16 | 0 |
| 2019 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $251,363 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $185,224 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $185,224 |
| Total plan assets at end of year | 2019-12-31 | $1,339,845 |
| Total plan assets at beginning of year | 2019-12-31 | $1,273,706 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $68,240 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $157,854 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $66,139 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,339,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,273,706 |
| Assets. Value of participant loans | 2019-12-31 | $5,784 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $25,269 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $51,562 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $49,518 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $47,687 |
| Total plan assets at end of year | 2018-12-31 | $1,273,706 |
| Total plan assets at beginning of year | 2018-12-31 | $1,271,662 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $73,645 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-45,496 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $2,044 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,273,706 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,271,662 |
| Assets. Value of participant loans | 2018-12-31 | $15,372 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $23,413 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $1,831 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $208,728 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $374,111 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $374,111 |
| Total plan assets at end of year | 2017-12-31 | $1,271,662 |
| Total plan assets at beginning of year | 2017-12-31 | $1,437,045 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $64,926 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $113,312 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-165,383 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,271,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,437,045 |
| Assets. Value of participant loans | 2017-12-31 | $29,140 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $30,490 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $209,005 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $611,242 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $590,159 |
| Total plan assets at end of year | 2016-12-31 | $1,437,045 |
| Total plan assets at beginning of year | 2016-12-31 | $1,839,282 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $73,524 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $107,242 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-402,237 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,437,045 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,839,282 |
| Assets. Value of participant loans | 2016-12-31 | $19,433 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $28,239 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $21,083 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $127,453 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $201,422 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $197,024 |
| Total plan assets at end of year | 2015-12-31 | $1,839,282 |
| Total plan assets at beginning of year | 2015-12-31 | $1,913,251 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $84,914 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $10,481 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-73,969 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,839,282 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,913,251 |
| Assets. Value of participant loans | 2015-12-31 | $36,588 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $32,058 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $4,398 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $201,395 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $239,663 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $228,072 |
| Total plan assets at end of year | 2014-12-31 | $1,913,251 |
| Total plan assets at beginning of year | 2014-12-31 | $1,951,519 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $95,220 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $72,639 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-38,268 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,913,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,951,519 |
| Assets. Value of participant loans | 2014-12-31 | $9,372 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $33,536 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $11,591 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $396,485 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $41,225 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $32,461 |
| Total plan assets at end of year | 2013-12-31 | $1,951,519 |
| Total plan assets at beginning of year | 2013-12-31 | $1,596,259 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $92,415 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $272,536 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $355,260 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,951,519 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,596,259 |
| Assets. Value of participant loans | 2013-12-31 | $61,933 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $31,534 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $8,764 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $252,734 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $86,048 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $84,826 |
| Total plan assets at end of year | 2012-12-31 | $1,596,259 |
| Total plan assets at beginning of year | 2012-12-31 | $1,429,573 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $89,116 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $133,483 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $166,686 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,596,259 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,429,573 |
| Assets. Value of participant loans | 2012-12-31 | $25,796 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $30,135 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $1,222 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $86,714 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $47,973 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $40,763 |
| Total plan assets at end of year | 2011-12-31 | $1,429,573 |
| Total plan assets at beginning of year | 2011-12-31 | $1,390,832 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $72,521 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,039 |
| Other income received | 2011-12-31 | $-11,310 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $38,741 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,429,573 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,390,832 |
| Assets. Value of participant loans | 2011-12-31 | $22,291 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $24,464 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $7,210 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $243,887 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $67,889 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $57,326 |
| Total plan assets at end of year | 2010-12-31 | $1,475,833 |
| Total plan assets at beginning of year | 2010-12-31 | $1,299,835 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $76,070 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $141,583 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $175,998 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,475,833 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,299,835 |
| Assets. Value of participant loans | 2010-12-31 | $16,955 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $26,234 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $10,563 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |