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OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 401k Plan overview

Plan NameOPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN
Plan identification number 001

OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) 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)(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.

401k Sponsoring company profile

OPTIONS FOR COMMUNITY LIVING, INC. has sponsored the creation of one or more 401k plans.

Company Name:OPTIONS FOR COMMUNITY LIVING, INC.
Employer identification number (EIN):112612035
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about OPTIONS FOR COMMUNITY LIVING, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1982-04-01
Company Identification Number: 761349
Legal Registered Office Address: 25 HOWARD PLACE
Suffolk
RONKONKOMA
United States of America (USA)
11779

More information about OPTIONS FOR COMMUNITY LIVING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01YOLANDA ROBANO-GROSS
0012021-01-01YOLANDA ROBANO-GROSS2022-10-14 2022-10-14
0012020-01-01YOLANDA ROBANO-GROSS2021-10-13
0012019-01-01YOLANDA ROBANO-GROSS2020-10-08
0012018-01-01YOLANDA ROBANO-GROSS2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DIANA ANTOS ARENS
0012011-01-01DIANA ANTOS ARENS
0012009-01-01DIANA ANTOS ARENS

Plan Statistics for OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN

401k plan membership statisitcs for OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN

Measure Date Value
2022: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01249
Total number of active participants reported on line 7a of the Form 55002022-01-01252
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01307
Number of participants with account balances2022-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01265
Total number of active participants reported on line 7a of the Form 55002021-01-01249
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01303
Number of participants with account balances2021-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01272
Total number of active participants reported on line 7a of the Form 55002020-01-01265
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01305
Number of participants with account balances2020-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01293
Total number of active participants reported on line 7a of the Form 55002019-01-01272
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 participants2019-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01272
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01265
Total number of active participants reported on line 7a of the Form 55002018-01-01251
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01293
Number of participants with account balances2018-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01237
Total number of active participants reported on line 7a of the Form 55002017-01-01238
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01265
Number of participants with account balances2017-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01225
Total number of active participants reported on line 7a of the Form 55002016-01-01219
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01237
Number of participants with account balances2016-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01225
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01241
Number of participants with account balances2015-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01206
Total number of active participants reported on line 7a of the Form 55002014-01-01193
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01217
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01158
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01176
Number of participants with account balances2013-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01174
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01170
Total participants2012-01-01170
Number of participants with account balances2012-01-0168
2011: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01176
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01174
Total participants2011-01-01174
Number of participants with account balances2011-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-01126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01142
Number of participants with account balances2009-01-0179

Financial Data on OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN

Measure Date Value
2022 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,596,324
Total of all expenses incurred2022-12-31$2,020,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,017,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,104,291
Value of total assets at end of year2022-12-31$11,414,004
Value of total assets at beginning of year2022-12-31$15,030,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,454
Total interest from all sources2022-12-31$5,606
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$351,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$351,542
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$642,016
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$49
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$39,866
Administrative expenses (other) incurred2022-12-31$2,454
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,616,592
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,414,004
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,030,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,332,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,589,537
Value of interest in pooled separate accounts at end of year2022-12-31$6,508,165
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,000,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$398,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$286,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$286,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$174,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$114,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,057,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$462,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,017,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,890
Total income from all sources (including contributions)2021-12-31$3,233,524
Total of all expenses incurred2021-12-31$463,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$460,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,200,146
Value of total assets at end of year2021-12-31$15,030,596
Value of total assets at beginning of year2021-12-31$12,277,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,695
Total interest from all sources2021-12-31$1,069
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$636,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$636,810
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$615,449
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$158,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$39,866
Administrative expenses (other) incurred2021-12-31$2,695
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$17,890
Total non interest bearing cash at beginning of year2021-12-31$3,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,770,516
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,030,596
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,260,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,589,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,803,965
Value of interest in pooled separate accounts at end of year2021-12-31$7,000,547
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,064,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$286,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$309,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$309,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$114,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$96,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,395,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$425,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$460,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$586,686
Total transfer of assets from this plan2020-12-31$586,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,890
Total income from all sources (including contributions)2020-12-31$2,988,785
Total of all expenses incurred2020-12-31$1,597,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,595,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,060,155
Value of total assets at end of year2020-12-31$12,277,970
Value of total assets at beginning of year2020-12-31$10,868,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,757
Total interest from all sources2020-12-31$5,395
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$350,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$350,571
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$613,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$29,931
Administrative expenses (other) incurred2020-12-31$1,757
Liabilities. Value of operating payables at end of year2020-12-31$17,890
Total non interest bearing cash at end of year2020-12-31$3,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,391,683
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,260,080
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,868,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,803,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,573,762
Value of interest in pooled separate accounts at end of year2020-12-31$5,064,432
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,821,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$309,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$340,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$340,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$96,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$67,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,572,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$446,262
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$35,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,595,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$2,580,939
Total transfer of assets to this plan2019-12-31$2,580,939
Total transfer of assets from this plan2019-12-31$2,580,939
Total transfer of assets from this plan2019-12-31$2,580,939
Total income from all sources (including contributions)2019-12-31$2,916,434
Total income from all sources (including contributions)2019-12-31$2,916,434
Total of all expenses incurred2019-12-31$228,808
Total of all expenses incurred2019-12-31$228,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$226,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$226,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,035,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,035,711
Value of total assets at end of year2019-12-31$10,868,397
Value of total assets at end of year2019-12-31$10,868,397
Value of total assets at beginning of year2019-12-31$8,180,771
Value of total assets at beginning of year2019-12-31$8,180,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,796
Total interest from all sources2019-12-31$11,980
Total interest from all sources2019-12-31$11,980
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$442,657
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$442,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$442,657
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$442,657
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$535,874
Contributions received from participants2019-12-31$535,874
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$93,677
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$93,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$29,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$29,931
Administrative expenses (other) incurred2019-12-31$2,796
Administrative expenses (other) incurred2019-12-31$2,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,687,626
Value of net income/loss2019-12-31$2,687,626
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,868,397
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,868,397
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,180,771
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,180,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,573,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,573,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,351,524
Value of interest in pooled separate accounts at end of year2019-12-31$2,821,390
Value of interest in pooled separate accounts at end of year2019-12-31$2,821,390
Value of interest in pooled separate accounts at beginning of year2019-12-31$59,973
Value of interest in pooled separate accounts at beginning of year2019-12-31$59,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$340,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$340,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$706,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$706,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$706,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$706,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$67,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$67,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$62,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$62,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,426,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,426,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$406,160
Contributions received in cash from employer2019-12-31$406,160
Employer contributions (assets) at end of year2019-12-31$35,306
Employer contributions (assets) at end of year2019-12-31$35,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$226,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$226,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$199,882
Total of all expenses incurred2018-12-31$201,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$198,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$791,695
Value of total assets at end of year2018-12-31$8,180,771
Value of total assets at beginning of year2018-12-31$8,182,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,336
Total interest from all sources2018-12-31$6,612
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$541,527
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$541,527
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$455,053
Administrative expenses (other) incurred2018-12-31$2,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,405
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,180,771
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,182,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,351,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,488,899
Value of interest in pooled separate accounts at end of year2018-12-31$59,973
Value of interest in pooled separate accounts at beginning of year2018-12-31$64,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$706,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$565,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$565,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$62,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$62,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,139,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$336,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$198,951
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2018-12-31390859910
2017 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,973,912
Total of all expenses incurred2017-12-31$579,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$577,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$724,453
Value of total assets at end of year2017-12-31$8,182,176
Value of total assets at beginning of year2017-12-31$6,787,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,186
Total interest from all sources2017-12-31$4,076
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$312,894
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$312,894
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$428,735
Administrative expenses (other) incurred2017-12-31$2,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,394,312
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,182,176
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,787,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,488,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,924,405
Value of interest in pooled separate accounts at end of year2017-12-31$64,960
Value of interest in pooled separate accounts at beginning of year2017-12-31$58,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$565,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$714,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$714,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$62,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$90,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$932,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$295,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$577,414
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2017-12-31390859910
2016 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,039,060
Total of all expenses incurred2016-12-31$569,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$567,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$656,383
Value of total assets at end of year2016-12-31$6,787,864
Value of total assets at beginning of year2016-12-31$6,318,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,935
Total interest from all sources2016-12-31$1,688
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$191,790
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$191,790
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$389,021
Administrative expenses (other) incurred2016-12-31$1,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$469,177
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,787,864
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,318,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,924,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,400,280
Value of interest in pooled separate accounts at end of year2016-12-31$58,017
Value of interest in pooled separate accounts at beginning of year2016-12-31$53,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$714,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$774,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$774,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$90,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$89,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$189,199
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$267,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$567,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2016-12-31390859910
2015 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$641,877
Total of all expenses incurred2015-12-31$1,623,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,621,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$601,812
Value of total assets at end of year2015-12-31$6,318,687
Value of total assets at beginning of year2015-12-31$7,300,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,855
Total interest from all sources2015-12-31$991
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$282,569
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$282,569
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$351,860
Administrative expenses (other) incurred2015-12-31$1,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-981,781
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,318,687
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,300,468
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$5,400,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,407,131
Value of interest in pooled separate accounts at end of year2015-12-31$53,815
Value of interest in pooled separate accounts at beginning of year2015-12-31$54,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$774,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$749,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$749,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$89,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$88,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-243,495
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$249,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,621,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2014 401k financial data
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$9,150
Total income from all sources (including contributions)2014-12-31$940,843
Total of all expenses incurred2014-12-31$240,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$238,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$581,348
Value of total assets at end of year2014-12-31$7,300,468
Value of total assets at beginning of year2014-12-31$6,609,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,176
Total interest from all sources2014-12-31$2,745
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$348,362
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$348,362
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$335,011
Administrative expenses (other) incurred2014-12-31$2,176
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$9,150
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$700,520
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,300,468
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,599,948
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$6,407,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,681,365
Value of interest in pooled separate accounts at end of year2014-12-31$54,845
Value of interest in pooled separate accounts at beginning of year2014-12-31$51,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$749,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$788,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$788,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$88,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$87,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$246,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$238,147
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 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,150
Total income from all sources (including contributions)2013-12-31$1,518,530
Total of all expenses incurred2013-12-31$1,390,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,389,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$522,311
Value of total assets at end of year2013-12-31$6,609,098
Value of total assets at beginning of year2013-12-31$6,472,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,688
Total interest from all sources2013-12-31$104
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$261,215
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$261,215
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$301,535
Administrative expenses (other) incurred2013-12-31$1,688
Liabilities. Value of operating payables at end of year2013-12-31$9,150
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$127,672
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,599,948
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,472,276
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$5,681,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,488,462
Value of interest in pooled separate accounts at end of year2013-12-31$51,722
Value of interest in pooled separate accounts at beginning of year2013-12-31$57,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$788,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$831,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$831,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$87,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$94,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$734,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$220,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,389,170
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 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,099,485
Total of all expenses incurred2012-12-31$301,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$300,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$482,026
Value of total assets at end of year2012-12-31$6,472,276
Value of total assets at beginning of year2012-12-31$5,674,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,442
Total interest from all sources2012-12-31$121
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$136,848
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$136,848
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$272,653
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$9,257
Administrative expenses (other) incurred2012-12-31$1,442
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$798,028
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,472,276
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,674,248
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$5,488,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,690,967
Value of interest in pooled separate accounts at end of year2012-12-31$57,475
Value of interest in pooled separate accounts at beginning of year2012-12-31$61,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$831,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$807,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$807,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$94,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$99,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$480,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$209,373
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$5,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$300,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$367,675
Total of all expenses incurred2011-12-31$453,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$451,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$438,788
Value of total assets at end of year2011-12-31$5,674,248
Value of total assets at beginning of year2011-12-31$5,760,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,708
Total interest from all sources2011-12-31$129
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$121,752
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$121,752
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$254,722
Participant contributions at end of year2011-12-31$9,257
Participant contributions at beginning of year2011-12-31$9,243
Administrative expenses (other) incurred2011-12-31$1,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-85,939
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,674,248
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,760,187
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$4,690,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,541,909
Value of interest in pooled separate accounts at end of year2011-12-31$61,039
Value of interest in pooled separate accounts at beginning of year2011-12-31$60,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$807,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,042,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,042,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$99,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$97,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-192,994
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$184,066
Employer contributions (assets) at end of year2011-12-31$5,944
Employer contributions (assets) at beginning of year2011-12-31$7,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$451,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31HOLTZ RUBENSTEIN REMINICK LLP
Accountancy firm EIN2011-12-31112355064
2010 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$976,941
Total of all expenses incurred2010-12-31$69,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$67,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$479,228
Value of total assets at end of year2010-12-31$5,760,187
Value of total assets at beginning of year2010-12-31$4,852,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,547
Total interest from all sources2010-12-31$407
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$88,111
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$88,111
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$264,869
Participant contributions at end of year2010-12-31$9,243
Administrative expenses (other) incurred2010-12-31$1,547
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$907,671
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,760,187
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,852,516
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$4,541,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,414,384
Value of interest in pooled separate accounts at end of year2010-12-31$60,765
Value of interest in pooled separate accounts at beginning of year2010-12-31$54,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,042,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,277,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,277,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$97,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$106,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$409,195
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$214,359
Employer contributions (assets) at end of year2010-12-31$7,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$67,723
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 : OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN

2022: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OPTIONS FOR COMMUNITY LIVING, INC. 403(B)(7) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered167
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered171
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered163
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered163
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number016682-K
Policy instance 1
Insurance contract or identification number016682-K
Number of Individuals Covered10
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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