Logo

CDD 403 (B) PLAN 401k Plan overview

Plan NameCDD 403 (B) PLAN
Plan identification number 002

CDD 403 (B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE CENTER FOR DEVELOPMENTAL DISABILITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR DEVELOPMENTAL DISABILITIES, INC.
Employer identification number (EIN):111874383
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CDD 403 (B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022017-01-01WALTER STOCKTON
0022016-01-01WALTER STOCKTON WALTER STOCKTON2017-10-31
0022015-01-01
0022014-01-01MAUREEN FRESOLONE MAUREEN FRESOLONE2015-10-13
0022013-01-01MAUREEN FRESOLONE MAUREEN FRESOLONE2014-10-14
0022012-01-01
0022011-01-01
0022010-01-01
0022009-01-01

Plan Statistics for CDD 403 (B) PLAN

401k plan membership statisitcs for CDD 403 (B) PLAN

Measure Date Value
2019: CDD 403 (B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01607
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: CDD 403 (B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01521
Total number of active participants reported on line 7a of the Form 55002017-01-01401
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01440
Number of participants with account balances2017-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CDD 403 (B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01561
Total number of active participants reported on line 7a of the Form 55002016-01-01506
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01540
Number of participants with account balances2016-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CDD 403 (B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01570
Total number of active participants reported on line 7a of the Form 55002015-01-01547
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01576
Number of participants with account balances2015-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CDD 403 (B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01515
Total number of active participants reported on line 7a of the Form 55002014-01-01493
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01510
Number of participants with account balances2014-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CDD 403 (B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01530
Total number of active participants reported on line 7a of the Form 55002013-01-01515
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01534
Total participants2013-01-01534
Number of participants with account balances2013-01-01515
2012: CDD 403 (B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01549
Total number of active participants reported on line 7a of the Form 55002012-01-01530
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01533
Number of participants with account balances2012-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CDD 403 (B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01575
Total number of active participants reported on line 7a of the Form 55002011-01-01560
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01563
Number of participants with account balances2011-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CDD 403 (B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01577
Total number of active participants reported on line 7a of the Form 55002010-01-01575
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01577
Number of participants with account balances2010-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CDD 403 (B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01332
Total number of active participants reported on line 7a of the Form 55002009-01-01444
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01444
Number of participants with account balances2009-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CDD 403 (B) PLAN

Measure Date Value
2019 : CDD 403 (B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-08-06$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-08-06$0
Total unrealized appreciation/depreciation of assets2019-08-06$0
Total transfer of assets to this plan2019-08-06$0
Total transfer of assets from this plan2019-08-06$11,941,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-06$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-06$0
Expenses. Interest paid2019-08-06$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-08-06$0
Total income from all sources (including contributions)2019-08-06$1,448,536
Total loss/gain on sale of assets2019-08-06$0
Total of all expenses incurred2019-08-06$971,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-06$955,823
Expenses. Certain deemed distributions of participant loans2019-08-06$0
Value of total corrective distributions2019-08-06$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-06$234,680
Value of total assets at end of year2019-08-06$0
Value of total assets at beginning of year2019-08-06$11,464,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-06$15,195
Total income from rents2019-08-06$0
Total interest from all sources2019-08-06$60,302
Total dividends received (eg from common stock, registered investment company shares)2019-08-06$2,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-06Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-08-06$0
Total dividends received from registered investment company shares (eg mutual funds)2019-08-06$2,319
Administrative expenses professional fees incurred2019-08-06$0
Was this plan covered by a fidelity bond2019-08-06Yes
Value of fidelity bond cover2019-08-06$600,000
If this is an individual account plan, was there a blackout period2019-08-06Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-06$0
Were there any nonexempt tranactions with any party-in-interest2019-08-06No
Amount of non-exempt transactions with any party-in-interest2019-08-06$0
Contributions received from participants2019-08-06$234,680
Participant contributions at end of year2019-08-06$0
Participant contributions at beginning of year2019-08-06$106,819
Participant contributions at end of year2019-08-06$0
Participant contributions at beginning of year2019-08-06$0
Income. Received or receivable in cash from other sources (including rollovers)2019-08-06$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-08-06$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-06$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-06$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-08-06$0
Other income not declared elsewhere2019-08-06$0
Administrative expenses (other) incurred2019-08-06$0
Liabilities. Value of operating payables at beginning of year2019-08-06$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-06No
Income. Non cash contributions2019-08-06$0
Value of net income/loss2019-08-06$477,518
Value of net assets at end of year (total assets less liabilities)2019-08-06$0
Value of net assets at beginning of year (total assets less liabilities)2019-08-06$11,464,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-06No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-06No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-08-06$0
Were any leases to which the plan was party in default or uncollectible2019-08-06No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-08-06$0
Investment advisory and management fees2019-08-06$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-06$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-06$7,396,695
Interest on participant loans2019-08-06$1,651
Income. Interest from loans (other than to participants)2019-08-06$0
Interest earned on other investments2019-08-06$58,651
Income. Interest from US Government securities2019-08-06$0
Income. Interest from corporate debt instruments2019-08-06$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-06$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-06$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-06$3,960,742
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-06$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-06$1,151,235
Net investment gain/loss from pooled separate accounts2019-08-06$0
Net investment gain or loss from common/collective trusts2019-08-06$0
Net gain/loss from 103.12 investment entities2019-08-06$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-06No
Was there a failure to transmit to the plan any participant contributions2019-08-06Yes
Has the plan failed to provide any benefit when due under the plan2019-08-06No
Contributions received in cash from employer2019-08-06$0
Employer contributions (assets) at end of year2019-08-06$0
Employer contributions (assets) at beginning of year2019-08-06$0
Income. Dividends from preferred stock2019-08-06$0
Income. Dividends from common stock2019-08-06$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-06$955,823
Contract administrator fees2019-08-06$15,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-08-06Yes
Liabilities. Value of benefit claims payable at beginning of year2019-08-06$0
Did the plan have assets held for investment2019-08-06No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-06Yes
Aggregate proceeds on sale of assets2019-08-06$0
Aggregate carrying amount (costs) on sale of assets2019-08-06$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-08-06$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-06Yes
Opinion of an independent qualified public accountant for this plan2019-08-06Disclaimer
Accountancy firm name2019-08-06BDO USA LLP
Accountancy firm EIN2019-08-06135381590
2018 : CDD 403 (B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$78,063
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,810,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,786,518
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$503,499
Value of total assets at end of year2018-12-31$11,464,256
Value of total assets at beginning of year2018-12-31$13,197,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,373
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$103,340
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$65,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$65,905
Administrative expenses professional fees incurred2018-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$414,938
Participant contributions at end of year2018-12-31$106,819
Participant contributions at beginning of year2018-12-31$113,888
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$15,249
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$438
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$44
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,732,828
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,464,256
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,197,084
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,396,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,709,019
Interest on participant loans2018-12-31$6,103
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$97,237
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,960,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,355,685
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-594,725
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$88,123
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,243
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,786,518
Contract administrator fees2018-12-31$24,373
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : CDD 403 (B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$4,580
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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,159,261
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$746,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$722,798
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$518,692
Value of total assets at end of year2017-12-31$13,197,084
Value of total assets at beginning of year2017-12-31$11,779,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,439
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$103,362
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$82,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$82,383
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$423,407
Participant contributions at end of year2017-12-31$113,888
Participant contributions at beginning of year2017-12-31$76,176
Participant contributions at end of year2017-12-31$15,249
Participant contributions at beginning of year2017-12-31$16,441
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,448
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,413,024
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,197,084
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,779,480
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,709,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,378,323
Interest on participant loans2017-12-31$5,459
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$97,903
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,355,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,306,006
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,454,824
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$79,837
Employer contributions (assets) at end of year2017-12-31$3,243
Employer contributions (assets) at beginning of year2017-12-31$2,534
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$722,798
Contract administrator fees2017-12-31$23,439
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31BDO USA LLP
Accountancy firm EIN2017-12-31135381590
2016 : CDD 403 (B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,134,316
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$772,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$751,511
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$556,975
Value of total assets at end of year2016-12-31$11,779,480
Value of total assets at beginning of year2016-12-31$11,417,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,549
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$96,560
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$42,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$42,515
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$455,165
Participant contributions at end of year2016-12-31$76,176
Participant contributions at beginning of year2016-12-31$74,240
Participant contributions at end of year2016-12-31$16,441
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,958
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$362,256
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,779,480
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,417,224
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,378,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,979,041
Interest on participant loans2016-12-31$1,680
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$94,880
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,306,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,363,943
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$438,266
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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$91,852
Employer contributions (assets) at end of year2016-12-31$2,534
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$751,511
Contract administrator fees2016-12-31$20,549
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31GRANT THORNTON, LLC
Accountancy firm EIN2016-12-31366055558
2015 : CDD 403 (B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$719,470
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$697,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$682,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$666,270
Value of total assets at end of year2015-12-31$11,417,224
Value of total assets at beginning of year2015-12-31$11,394,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,526
Total interest from all sources2015-12-31$103,206
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$31,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$31,124
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$488,550
Participant contributions at end of year2015-12-31$74,240
Participant contributions at beginning of year2015-12-31$72,513
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$32,910
Other income not declared elsewhere2015-12-31$11,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$22,367
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,417,224
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,394,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,979,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,892,712
Interest on participant loans2015-12-31$3,933
Interest earned on other investments2015-12-31$99,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,363,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,429,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-92,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$144,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$682,577
Contract administrator fees2015-12-31$14,526
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : CDD 403 (B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$542,652
Total unrealized appreciation/depreciation of assets2014-12-31$542,652
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,341,271
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,028,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,015,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$729,435
Value of total assets at end of year2014-12-31$11,394,857
Value of total assets at beginning of year2014-12-31$11,081,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,820
Total interest from all sources2014-12-31$5,505
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$63,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$63,679
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$512,704
Participant contributions at end of year2014-12-31$72,513
Participant contributions at beginning of year2014-12-31$79,520
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$216,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$312,966
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,394,857
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,081,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,892,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,533,154
Interest earned on other investments2014-12-31$5,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,429,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,469,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,015,485
Contract administrator fees2014-12-31$12,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : CDD 403 (B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,548,795
Total unrealized appreciation/depreciation of assets2013-12-31$1,548,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,143,856
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$827,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$816,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$559,886
Value of total assets at end of year2013-12-31$11,081,891
Value of total assets at beginning of year2013-12-31$9,765,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,650
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$35,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$35,175
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$483,702
Participant contributions at end of year2013-12-31$79,520
Participant contributions at beginning of year2013-12-31$61,732
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$76,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,315,978
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,081,891
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,765,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,533,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,213,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,469,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,490,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$816,228
Contract administrator fees2013-12-31$11,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910
2012 : CDD 403 (B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,380,787
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$532,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$523,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$554,330
Value of total assets at end of year2012-12-31$9,765,913
Value of total assets at beginning of year2012-12-31$8,917,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,703
Total interest from all sources2012-12-31$91,701
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$35,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$35,445
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$483,415
Participant contributions at end of year2012-12-31$61,732
Participant contributions at beginning of year2012-12-31$34,142
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$848,483
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,765,913
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,917,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,213,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,385,350
Interest earned on other investments2012-12-31$91,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,490,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,497,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$699,311
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$59,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$523,601
Contract administrator fees2012-12-31$8,703
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
2011 : CDD 403 (B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$867,932
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$608,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$602,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$918,151
Value of total assets at end of year2011-12-31$8,917,430
Value of total assets at beginning of year2011-12-31$8,658,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,807
Total interest from all sources2011-12-31$99,023
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$25,751
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$505,417
Participant contributions at end of year2011-12-31$34,142
Participant contributions at beginning of year2011-12-31$4,562
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$38,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$259,324
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,917,430
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,658,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,385,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,486,242
Interest earned on other investments2011-12-31$99,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,497,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,167,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-174,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$374,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$602,801
Contract administrator fees2011-12-31$5,807
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2011-12-31390859910
2010 : CDD 403 (B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,783,580
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$320,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$312,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$940,879
Value of total assets at end of year2010-12-31$8,658,106
Value of total assets at beginning of year2010-12-31$7,194,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,765
Total interest from all sources2010-12-31$101,216
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$15,804
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$514,343
Participant contributions at end of year2010-12-31$4,562
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$34,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,463,508
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,658,106
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,194,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,486,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,108,078
Interest on participant loans2010-12-31$33
Interest earned on other investments2010-12-31$101,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,167,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,086,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$725,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$391,884
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$312,307
Contract administrator fees2010-12-31$7,765
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOLTZ RUBENSTEIN REMINICK LLP
Accountancy firm EIN2010-12-31112355064
2009 : CDD 403 (B) PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$1,845,208
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$157,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$157,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$774,026
Value of total assets at end of year2009-12-31$7,194,598
Value of total assets at beginning of year2009-12-31$5,506,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$0
Total interest from all sources2009-12-31$98,556
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31No
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$445,394
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$23,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$1,687,934
Value of net assets at end of year (total assets less liabilities)2009-12-31$7,194,598
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$5,506,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$4,108,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$2,968,106
Interest earned on other investments2009-12-31$98,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$3,086,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$2,538,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$972,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$305,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$157,274
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31HOLTZ RUBENSTEIN REMINICK LLP
Accountancy firm EIN2009-12-31112355064

Form 5500 Responses for CDD 403 (B) PLAN

2019: CDD 403 (B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: CDD 403 (B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CDD 403 (B) PLAN 2016 form 5500 responses
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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CDD 403 (B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CDD 403 (B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CDD 403 (B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CDD 403 (B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CDD 403 (B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CDD 403 (B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CDD 403 (B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095004
Policy instance 3
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 6041 )
Policy contract number1830AA
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095004
Policy instance 3
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 6041 )
Policy contract number1830AA
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095004
Policy instance 1
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 6041 )
Policy contract number1830A
Policy instance 3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 6041 )
Policy contract number1830A
Policy instance 3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095004
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095004
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095004
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095004
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095004
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095004
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup