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STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSTARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN
Plan identification number 002

STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STARTING POINT SERVICES FOR CHILDREN, INC. has sponsored the creation of one or more 401k plans.

Company Name:STARTING POINT SERVICES FOR CHILDREN, INC.
Employer identification number (EIN):133834428
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022017-07-01
0022017-07-01
0022016-07-01NEIL MARON
0022015-07-01NEIL MARON
0022014-07-01NEIL MARON
0022013-07-01NEIL MARON
0022012-07-01NEIL MARON
0022011-07-01NEIL MARON NEIL MARON2013-04-15
0022010-07-01NEIL MARON NEIL MARON2012-04-16
0022009-07-01NEIL MARON NEIL MARON2011-04-13

Plan Statistics for STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN

Measure Date Value
2021: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01204
Total number of active participants reported on line 7a of the Form 55002021-07-01148
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0148
Total of all active and inactive participants2021-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01198
Number of participants with account balances2021-07-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01208
Total number of active participants reported on line 7a of the Form 55002020-07-01152
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0150
Total of all active and inactive participants2020-07-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01204
Number of participants with account balances2020-07-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-014
2019: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01222
Total number of active participants reported on line 7a of the Form 55002019-07-0191
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01131
Total of all active and inactive participants2019-07-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01222
Number of participants with account balances2019-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01215
Total number of active participants reported on line 7a of the Form 55002018-07-0179
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01128
Total of all active and inactive participants2018-07-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01207
Number of participants with account balances2018-07-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01213
Total number of active participants reported on line 7a of the Form 55002017-07-0173
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01134
Total of all active and inactive participants2017-07-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01207
Number of participants with account balances2017-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01224
Total number of active participants reported on line 7a of the Form 55002016-07-0177
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01130
Total of all active and inactive participants2016-07-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01207
Number of participants with account balances2016-07-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
2015: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01240
Total number of active participants reported on line 7a of the Form 55002015-07-0182
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01134
Total of all active and inactive participants2015-07-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01216
Number of participants with account balances2015-07-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0117
2014: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01260
Total number of active participants reported on line 7a of the Form 55002014-07-01126
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01110
Total of all active and inactive participants2014-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01236
Number of participants with account balances2014-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-018
2013: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01266
Total number of active participants reported on line 7a of the Form 55002013-07-01137
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01114
Total of all active and inactive participants2013-07-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01251
Number of participants with account balances2013-07-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0118
2012: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01285
Total number of active participants reported on line 7a of the Form 55002012-07-01162
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01100
Total of all active and inactive participants2012-07-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01262
Number of participants with account balances2012-07-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0117
2011: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01252
Total number of active participants reported on line 7a of the Form 55002011-07-01183
Number of other retired or separated participants entitled to future benefits2011-07-0170
Total of all active and inactive participants2011-07-01253
Total participants2011-07-01253
Number of participants with account balances2011-07-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01230
Total number of active participants reported on line 7a of the Form 55002010-07-01159
Number of other retired or separated participants entitled to future benefits2010-07-0173
Total of all active and inactive participants2010-07-01232
Total participants2010-07-01232
Number of participants with account balances2010-07-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0113
2009: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01197
Total number of active participants reported on line 7a of the Form 55002009-07-01150
Number of other retired or separated participants entitled to future benefits2009-07-0160
Total of all active and inactive participants2009-07-01210
Total participants2009-07-01210
Number of participants with account balances2009-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113

Financial Data on STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,426,177
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$395,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$392,494
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$84,395
Value of total assets at end of year2022-06-30$11,190,382
Value of total assets at beginning of year2022-06-30$13,012,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$3,041
Total interest from all sources2022-06-30$10,701
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$84,395
Participant contributions at end of year2022-06-30$107,274
Participant contributions at beginning of year2022-06-30$125,142
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$3,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,821,712
Value of net assets at end of year (total assets less liabilities)2022-06-30$11,190,382
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$13,012,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$10,563,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$12,367,711
Interest on participant loans2022-06-30$7,356
Interest earned on other investments2022-06-30$3,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$519,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$519,241
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-1,521,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$392,494
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ROTH & COMPANY LLC
Accountancy firm EIN2022-06-30113360065
2021 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,943,832
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$880,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$877,939
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$74,590
Value of total assets at end of year2021-06-30$13,012,094
Value of total assets at beginning of year2021-06-30$10,949,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,851
Total interest from all sources2021-06-30$7,345
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$135,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$135,284
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$74,590
Participant contributions at end of year2021-06-30$125,142
Participant contributions at beginning of year2021-06-30$103,037
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$2,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,063,042
Value of net assets at end of year (total assets less liabilities)2021-06-30$13,012,094
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,949,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$12,367,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$6,504,240
Interest on participant loans2021-06-30$3,731
Interest earned on other investments2021-06-30$3,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$2,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$2,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$519,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$4,338,984
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$2,726,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$877,939
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
2020 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$277,638
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$392,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$365,469
Expenses. Certain deemed distributions of participant loans2020-06-30$2,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$10,949,052
Value of total assets at beginning of year2020-06-30$11,064,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$24,675
Total interest from all sources2020-06-30$4,737
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$74,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$74,285
Administrative expenses professional fees incurred2020-06-30$24,675
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$103,037
Participant contributions at beginning of year2020-06-30$124,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-115,078
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,949,052
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$11,064,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$6,504,240
Value of interest in pooled separate accounts at beginning of year2020-06-30$6,593,897
Interest on participant loans2020-06-30$4,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$2,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$89,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$89,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$4,338,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$4,256,169
Net investment gain/loss from pooled separate accounts2020-06-30$198,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$365,469
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ROTH & COMPANY, LLP
Accountancy firm EIN2020-06-30113360065
2019 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$797,677
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$614,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$612,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$11,064,130
Value of total assets at beginning of year2019-06-30$10,881,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,160
Total interest from all sources2019-06-30$6,692
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$77,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$77,591
Administrative expenses professional fees incurred2019-06-30$2,160
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$124,607
Participant contributions at beginning of year2019-06-30$88,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$182,910
Value of net assets at end of year (total assets less liabilities)2019-06-30$11,064,130
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$10,881,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$6,593,897
Value of interest in pooled separate accounts at beginning of year2019-06-30$6,484,850
Interest on participant loans2019-06-30$6,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$89,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$38,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$38,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$4,256,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$4,268,634
Net investment gain/loss from pooled separate accounts2019-06-30$713,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$612,607
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ROTH & COMPANY, LLP
Accountancy firm EIN2019-06-30113360065
2018 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-147,176
Total unrealized appreciation/depreciation of assets2018-06-30$-147,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$377,680
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$424,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$422,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$10,881,220
Value of total assets at beginning of year2018-06-30$10,928,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,875
Total interest from all sources2018-06-30$2,377
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$1,875
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$88,932
Participant contributions at beginning of year2018-06-30$2,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-47,119
Value of net assets at end of year (total assets less liabilities)2018-06-30$10,881,220
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$10,928,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$6,484,850
Value of interest in pooled separate accounts at beginning of year2018-06-30$5,837,132
Interest on participant loans2018-06-30$2,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$38,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$149,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$149,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$4,268,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$4,938,473
Net investment gain/loss from pooled separate accounts2018-06-30$522,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$422,924
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ROTH & COMPANY, LLP
Accountancy firm EIN2018-06-30113360065
2017 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-21,208
Total unrealized appreciation/depreciation of assets2017-06-30$-21,208
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$804,798
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,253,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,222,130
Expenses. Certain deemed distributions of participant loans2017-06-30$29,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,179
Value of total assets at end of year2017-06-30$10,928,339
Value of total assets at beginning of year2017-06-30$11,377,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,970
Total interest from all sources2017-06-30$366
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$1,970
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$2,748
Participant contributions at beginning of year2017-06-30$34,529
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$2,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-448,922
Value of net assets at end of year (total assets less liabilities)2017-06-30$10,928,339
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$11,377,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$5,837,132
Value of interest in pooled separate accounts at beginning of year2017-06-30$5,790,465
Interest on participant loans2017-06-30$366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$149,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$300,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$300,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$4,938,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$5,251,322
Net investment gain/loss from pooled separate accounts2017-06-30$823,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,222,130
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30LOEB & TROPER LLP
Accountancy firm EIN2017-06-30131517563
2016 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$92,953
Total unrealized appreciation/depreciation of assets2016-06-30$92,953
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$48,486
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,511,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,448,072
Expenses. Certain deemed distributions of participant loans2016-06-30$60,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$11,377,261
Value of total assets at beginning of year2016-06-30$12,840,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,895
Total interest from all sources2016-06-30$1,144
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$114,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$114,766
Administrative expenses professional fees incurred2016-06-30$2,895
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$34,529
Participant contributions at beginning of year2016-06-30$60,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,463,275
Value of net assets at end of year (total assets less liabilities)2016-06-30$11,377,261
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$12,840,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$5,790,465
Value of interest in pooled separate accounts at beginning of year2016-06-30$6,589,007
Interest on participant loans2016-06-30$1,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$300,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$183,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$183,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$5,251,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$6,008,350
Net investment gain/loss from pooled separate accounts2016-06-30$-160,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,448,072
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30LOEB & TROPER LLP
Accountancy firm EIN2016-06-30131517563
2015 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-39,768
Total unrealized appreciation/depreciation of assets2015-06-30$-39,768
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$304,647
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$837,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$835,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$12,840,536
Value of total assets at beginning of year2015-06-30$13,373,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,060
Total interest from all sources2015-06-30$116,037
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$2,060
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$60,136
Participant contributions at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$21,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-532,893
Value of net assets at end of year (total assets less liabilities)2015-06-30$12,840,536
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$13,373,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$6,589,007
Value of interest in pooled separate accounts at beginning of year2015-06-30$6,805,465
Interest on participant loans2015-06-30$272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$183,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$172,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$172,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$115,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$6,008,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$6,245,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$206,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$835,480
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30LOEB & TROPER LLP
Accountancy firm EIN2015-06-30131517563
2014 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$-31,977
Total unrealized appreciation/depreciation of assets2014-06-30$-31,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,386,903
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$912,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$911,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$150,000
Value of total assets at end of year2014-06-30$13,373,429
Value of total assets at beginning of year2014-06-30$12,899,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,815
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$100,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$100,821
Administrative expenses professional fees incurred2014-06-30$1,815
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$474,044
Value of net assets at end of year (total assets less liabilities)2014-06-30$13,373,429
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$12,899,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$6,805,465
Value of interest in pooled separate accounts at beginning of year2014-06-30$5,886,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$172,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$6,245,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$6,562,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,168,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$150,000
Employer contributions (assets) at end of year2014-06-30$150,000
Employer contributions (assets) at beginning of year2014-06-30$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$911,044
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LOEB & TROPER LLP
Accountancy firm EIN2014-06-30131517563
2013 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,199,613
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$707,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$666,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$450,000
Value of total assets at end of year2013-06-30$12,899,385
Value of total assets at beginning of year2013-06-30$12,406,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$40,270
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$94,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$94,601
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$5,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$492,446
Value of net assets at end of year (total assets less liabilities)2013-06-30$12,899,385
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$12,406,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$10,842,131
Value of interest in pooled separate accounts at end of year2013-06-30$5,886,781
Value of interest in pooled separate accounts at beginning of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$109,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$109,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$6,562,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$655,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$450,000
Employer contributions (assets) at end of year2013-06-30$450,000
Employer contributions (assets) at beginning of year2013-06-30$1,450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$666,897
Contract administrator fees2013-06-30$40,270
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30LOEB & TROPER LLP
Accountancy firm EIN2013-06-30131517563
2012 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,000
Total income from all sources (including contributions)2012-06-30$1,442,234
Total of all expenses incurred2012-06-30$653,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$589,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,450,000
Value of total assets at end of year2012-06-30$12,406,939
Value of total assets at beginning of year2012-06-30$11,619,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$64,598
Total interest from all sources2012-06-30$53,241
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$40,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$40,430
Administrative expenses professional fees incurred2012-06-30$800
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$5,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$4,519
Other income not declared elsewhere2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$788,399
Value of net assets at end of year (total assets less liabilities)2012-06-30$12,406,939
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$11,618,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$63,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$10,842,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$9,703,685
Interest earned on other investments2012-06-30$53,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$109,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$86,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$86,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-101,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,450,000
Employer contributions (assets) at end of year2012-06-30$1,450,000
Employer contributions (assets) at beginning of year2012-06-30$1,825,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$589,237
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$1,000
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30LOEB & TROPER LLP
Accountancy firm EIN2012-06-30131517563
2011 : STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$153
Total income from all sources (including contributions)2011-06-30$2,628,510
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$178,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$113,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,825,000
Value of total assets at end of year2011-06-30$11,619,540
Value of total assets at beginning of year2011-06-30$9,168,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$64,683
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$200
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$4,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$7,621
Other income not declared elsewhere2011-06-30$803,510
Liabilities. Value of operating payables at end of year2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,450,205
Value of net assets at end of year (total assets less liabilities)2011-06-30$11,618,540
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$9,168,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$64,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$9,703,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$7,426,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$86,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$134,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$134,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,825,000
Employer contributions (assets) at end of year2011-06-30$1,825,000
Employer contributions (assets) at beginning of year2011-06-30$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$113,622
Liabilities. Value of benefit claims payable at end of year2011-06-30$1,000
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30LOEB & TROPER LLP
Accountancy firm EIN2011-06-30131517563

Form 5500 Responses for STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN

2021: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: STARTING POINT SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan 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 number062337D
Policy instance 1
Insurance contract or identification number062337D
Number of Individuals Covered198
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873390
Policy instance 2
Insurance contract or identification number873390
Number of Individuals Covered214
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,537
Insurance broker organization code?3
Amount paid for insurance broker fees2724
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062337D
Policy instance 1
Insurance contract or identification number062337D
Number of Individuals Covered204
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873390
Policy instance 1
Insurance contract or identification number873390
Number of Individuals Covered204
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $16,146
Total amount of fees paid to insurance companyUSD $5,401
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,146
Insurance broker organization code?3
Amount paid for insurance broker fees5401
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873390
Policy instance 1
Insurance contract or identification number873390
Number of Individuals Covered172
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $16,226
Total amount of fees paid to insurance companyUSD $5,433
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,226
Insurance broker organization code?3
Amount paid for insurance broker fees5433
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873390
Policy instance 1
Insurance contract or identification number873390
Number of Individuals Covered187
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $16,643
Total amount of fees paid to insurance companyUSD $5,536
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873390
Policy instance 1
Insurance contract or identification number873390
Number of Individuals Covered192
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $17,907
Total amount of fees paid to insurance companyUSD $6,126
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,907
Insurance broker organization code?3
Amount paid for insurance broker fees6126
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker nameASSOCIATED PENSION CONSULTANTS, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873390
Policy instance 1
Insurance contract or identification number873390
Number of Individuals Covered219
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $19,256
Total amount of fees paid to insurance companyUSD $6,407
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,256
Insurance broker organization code?3
Amount paid for insurance broker fees6407
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker nameASSOCIATED PENSION CONSULTANTS, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873390
Policy instance 1
Insurance contract or identification number873390
Number of Individuals Covered223
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $19,025
Total amount of fees paid to insurance companyUSD $21,270
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees21270
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $19,025
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873390
Policy instance 1
Insurance contract or identification number873390
Number of Individuals Covered240
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $14,152
Total amount of fees paid to insurance companyUSD $23,229
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees23229
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $14,152
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC

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