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ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 401k Plan overview

Plan NameABILITY BEYOND DISABILITY, INC RETIREMENT PLAN
Plan identification number 002

ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.

401k Sponsoring company profile

ABILITY BEYOND DISABILITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ABILITY BEYOND DISABILITY, INC.
Employer identification number (EIN):060776594
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-07-01JEFF TOMASCAK JEFF TOMASCAK2018-03-15
0022015-07-01JEFF TOMASCAK JEFF TOMASCAK2017-04-03
0022014-07-01CINDY SCHNEIDER CINDY SCHNEIDER2016-04-12
0022013-07-01THOMAS FANNING THOMAS FANNING2015-03-20
0022012-07-01THOMAS FANNING THOMAS FANNING2014-04-11
0022011-07-01THOMAS FANNING
0022010-07-01THOMAS FANNING
0022009-07-01CINDY SCHNEIDER

Plan Statistics for ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN

401k plan membership statisitcs for ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN

Measure Date Value
2016: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01507
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-010
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-01500
2015: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01604
Total number of active participants reported on line 7a of the Form 55002015-07-01439
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0164
Total of all active and inactive participants2015-07-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-01507
Number of participants with account balances2015-07-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0192
2014: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01755
Total number of active participants reported on line 7a of the Form 55002014-07-01477
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01122
Total of all active and inactive participants2014-07-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-01604
Number of participants with account balances2014-07-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0124
2013: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01816
Total number of active participants reported on line 7a of the Form 55002013-07-01528
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01222
Total of all active and inactive participants2013-07-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-01755
Number of participants with account balances2013-07-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0110
2012: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01834
Total number of active participants reported on line 7a of the Form 55002012-07-01600
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01213
Total of all active and inactive participants2012-07-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-01816
Number of participants with account balances2012-07-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0117
2011: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01914
Total number of active participants reported on line 7a of the Form 55002011-07-01672
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01161
Total of all active and inactive participants2011-07-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01834
Number of participants with account balances2011-07-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0135
2010: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01874
Total number of active participants reported on line 7a of the Form 55002010-07-01753
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01159
Total of all active and inactive participants2010-07-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01914
Number of participants with account balances2010-07-01914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0179
2009: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01805
Total number of active participants reported on line 7a of the Form 55002009-07-01725
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01149
Total of all active and inactive participants2009-07-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01875
Number of participants with account balances2009-07-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0163

Financial Data on ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN

Measure Date Value
2017 : ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2017 401k financial data
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$243,081
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$5,618,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$5,615,410
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$0
Value of total assets at beginning of year2017-06-30$5,375,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,438
Total interest from all sources2017-06-30$14,418
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
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
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Administrative expenses (other) incurred2017-06-30$3,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-5,375,767
Value of net assets at end of year (total assets less liabilities)2017-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,375,767
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,865,651
Interest earned on other investments2017-06-30$14,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,510,116
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$228,663
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$5,615,410
Did the plan have assets held for investment2017-06-30No
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 name2017-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-06-30271728945
2016 : ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2016 401k financial data
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$194,939
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$680,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$673,759
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$218,177
Value of total assets at end of year2016-06-30$5,375,767
Value of total assets at beginning of year2016-06-30$5,861,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$6,528
Total interest from all sources2016-06-30$25,877
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$218,177
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$6,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-485,348
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,375,767
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,861,115
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$2,865,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,149,517
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$25,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,510,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,711,598
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-49,115
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$673,759
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 name2016-06-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-06-30271728945
2015 : ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$166,005
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$331,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$331,251
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$5,861,115
Value of total assets at beginning of year2015-06-30$6,026,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$386
Total interest from all sources2015-06-30$27,179
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$0
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-165,632
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,861,115
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,026,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,149,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,250,357
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$27,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,711,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,776,390
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$138,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$331,251
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30O'CONNOR DAVIES, LLP
Accountancy firm EIN2015-06-30271728945
2014 : ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$558,655
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$343,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$342,739
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$6,026,747
Value of total assets at beginning of year2014-06-30$5,811,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$412
Total interest from all sources2014-06-30$28,246
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$215,504
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,026,747
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,811,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,250,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,914,890
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$28,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,776,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,896,353
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$530,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$342,739
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30O'CONNOR DAVIES, LLP
Accountancy firm EIN2014-06-30271728945
2013 : ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$399,610
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$414,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$413,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$5,811,243
Value of total assets at beginning of year2013-06-30$5,826,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,228
Total interest from all sources2013-06-30$40,445
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$1,228
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-15,092
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,811,243
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,826,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,914,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,750,310
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$40,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,896,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$3,076,025
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$359,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$413,474
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30O'CONNOR DAVIES , LLP
Accountancy firm EIN2013-06-30271728945
2012 : ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$73,278
Total of all expenses incurred2012-06-30$180,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$179,508
Value of total assets at end of year2012-06-30$5,826,335
Value of total assets at beginning of year2012-06-30$5,933,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,400
Total interest from all sources2012-06-30$57,754
Administrative expenses professional fees incurred2012-06-30$1,400
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$441,417
Participant contributions at beginning of year2012-06-30$370,854
Other income not declared elsewhere2012-06-30$1,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-107,630
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,826,335
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,933,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$2,750,310
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,881,599
Interest on participant loans2012-06-30$123
Interest earned on other investments2012-06-30$57,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,634,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,681,512
Net investment gain/loss from pooled separate accounts2012-06-30$13,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$179,508
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30O'CONNOR DAVIES, LLP
Accountancy firm EIN2012-06-30271728945
2011 : ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$660,254
Total of all expenses incurred2011-06-30$308,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$306,132
Value of total assets at end of year2011-06-30$5,933,965
Value of total assets at beginning of year2011-06-30$5,581,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,890
Total interest from all sources2011-06-30$70,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$370,854
Participant contributions at beginning of year2011-06-30$363,585
Administrative expenses (other) incurred2011-06-30$1,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$352,232
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,933,965
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,581,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,881,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,529,830
Interest on participant loans2011-06-30$1,460
Interest earned on other investments2011-06-30$69,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,681,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,688,318
Net investment gain/loss from pooled separate accounts2011-06-30$589,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$306,132
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-06-30133385019
2010 : ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$251,102
Amount contributed by the employer to the plan for this plan year2010-06-30$251,102

Form 5500 Responses for ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN

2016: ABILITY BEYOND DISABILITY, INC RETIREMENT 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 filingYes
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 – InsuranceYes
2016-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2015: ABILITY BEYOND DISABILITY, INC RETIREMENT 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 – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: ABILITY BEYOND DISABILITY, INC RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007295C
Policy instance 1
Insurance contract or identification number007295C
Number of Individuals Covered507
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees3
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007295C
Policy instance 1
Insurance contract or identification number007295C
Number of Individuals Covered604
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees4
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007295C
Policy instance 1
Insurance contract or identification number007295C
Number of Individuals Covered755
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $43
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees43
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007295C
Policy instance 1
Insurance contract or identification number007295C
Number of Individuals Covered816
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees5
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER MCGLYNN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007295-C
Policy instance 1
Insurance contract or identification number007295-C
Number of Individuals Covered834
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $75
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 number007295-C
Policy instance 1
Insurance contract or identification number007295-C
Number of Individuals Covered914
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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