| Plan Name | SEARCH FOR CHANGE, INC. 401(A) DC PLAN |
| Plan identification number | 012 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SEARCH FOR CHANGE, INC. |
| Employer identification number (EIN): | 132893548 |
| NAIC Classification: | 623000 |
| NAIC Description: | Nursing and Residential Care Facilities |
Additional information about SEARCH FOR CHANGE, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1975-11-12 |
| Company Identification Number: | 383881 |
| Legal Registered Office Address: |
115 EAST STEVENS AVENUE SUITE 203 VALHALLA United States of America (USA) 105951200 |
More information about SEARCH FOR CHANGE, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 012 | 2021-01-01 | ||||
| 012 | 2020-01-01 | ||||
| 012 | 2019-01-01 | ||||
| 012 | 2018-01-01 | ||||
| 012 | 2017-01-01 | ||||
| 012 | 2016-01-01 | ||||
| 012 | 2015-01-01 | ||||
| 012 | 2014-01-01 | ||||
| 012 | 2013-01-01 | ||||
| 012 | 2012-01-01 | THOMAS WATSON | |||
| 012 | 2011-01-01 | THOMAS WATSON | |||
| 012 | 2010-01-01 | THOMAS WATSON | |||
| 012 | 2009-01-01 | THOMAS WATSON | TRICIA HOLLISTER-DOYLE | 2010-10-15 |
| Measure | Date | Value |
|---|---|---|
| 2012 : SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets from this plan | 2012-12-31 | $1,080,596 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $202,983 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $122,838 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $122,695 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $105,863 |
| Value of total assets at end of year | 2012-12-31 | $449,677 |
| Value of total assets at beginning of year | 2012-12-31 | $1,450,128 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $143 |
| Total interest from all sources | 2012-12-31 | $8,625 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $105,863 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $105,863 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $80,145 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $449,677 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,450,128 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $226,145 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,160,869 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $25,352 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $76,668 |
| Interest earned on other investments | 2012-12-31 | $8,625 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $198,180 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $212,591 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $81,197 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $7,298 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $105,863 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $122,695 |
| Contract administrator fees | 2012-12-31 | $143 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | O'CONNOR DAVIES,LLP |
| Accountancy firm EIN | 2012-12-31 | 271728945 |
| 2011 : SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $121,383 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $63,722 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $63,722 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $109,828 |
| Value of total assets at end of year | 2011-12-31 | $1,450,128 |
| Value of total assets at beginning of year | 2011-12-31 | $1,392,467 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $8,360 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $109,828 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $109,828 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $57,661 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,450,128 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,392,467 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,160,869 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,141,271 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $76,668 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $61,810 |
| Interest earned on other investments | 2011-12-31 | $8,360 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $212,591 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $189,386 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $15,098 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-5,184 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $8,379 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $109,828 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $48,624 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | O'CONNOR DAVIES,LLP |
| Accountancy firm EIN | 2011-12-31 | 271728945 |
| 2010 : SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2010 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $230,825 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $80,171 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $80,171 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $155,495 |
| Value of total assets at end of year | 2010-12-31 | $1,392,468 |
| Value of total assets at beginning of year | 2010-12-31 | $1,241,814 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $7,151 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $150,654 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,392,468 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,241,814 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,141,272 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,014,922 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $61,810 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $46,560 |
| Interest earned on other investments | 2010-12-31 | $7,151 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $189,386 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $180,332 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $30,714 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $61,394 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $6,785 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $155,495 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $49,457 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | O'CONNOR DAVIES MUNNS & DOBBINS,LLP |
| Accountancy firm EIN | 2010-12-31 | 133385019 |
| 2009 : SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2012: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2012 form 5500 responses | ||
|---|---|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
| Policy contract number | 347186 |
| Policy instance | 1 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
| Policy contract number | 347186 |
| Policy instance | 1 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
| Policy contract number | 347186 |
| Policy instance | 1 |