?>
Logo

S.I.A.R.C. CASH BALANCE PLAN 401k Plan overview

Plan NameS.I.A.R.C. CASH BALANCE PLAN
Plan identification number 002

S.I.A.R.C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE has sponsored the creation of one or more 401k plans.

Company Name:STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE
Employer identification number (EIN):135660279
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1955-01-11
Company Identification Number: 99575
Legal Registered Office Address: 3450 VICTORY BLVD
Richmond
STATEN ISLAND
United States of America (USA)
10314

More information about STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S.I.A.R.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01MARY RAFFERTY CASTRO2022-03-21 MARY RAFFERTY CASTRO2022-03-21
0022019-07-01MARY RAFFERTY2021-03-29 MARY RAFFERTY2021-03-29
0022018-07-01THOMAS NIESI2020-04-05 THOMAS NIESI2020-04-05
0022017-07-01DANA T. MAGEE2019-03-24 DANA T. MAGEE2019-03-24
0022016-07-01
0022015-07-01DANA T. MAGEE
0022014-07-01DANA T. MAGEE
0022013-07-01DANA T. MAGEE
0022012-07-01DANA T. MAGEE
0022011-07-01DANA T. MAGEE
0022009-07-01AMANDA CHEN
0022009-07-01DANA MAGEE DANA MAGEE2011-04-14

Plan Statistics for S.I.A.R.C. CASH BALANCE PLAN

401k plan membership statisitcs for S.I.A.R.C. CASH BALANCE PLAN

Measure Date Value
2022: S.I.A.R.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-06-305,523,591
Acturial value of plan assets2022-06-305,523,591
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-3093
Fundng target for terminated vested participants2022-06-30958,684
Active participant vested funding target2022-06-301,779,868
Number of active participants2022-06-30136
Total funding liabilities for active participants2022-06-301,829,789
Total participant count2022-06-30229
Total funding target for all participants2022-06-302,788,473
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-302,467,780
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-302,467,780
Present value of excess contributions2022-06-30259,582
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30273,366
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-303,041,786
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: S.I.A.R.C. CASH BALANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01229
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-306,861,715
Acturial value of plan assets2021-06-306,861,715
Funding target for retired participants and beneficiaries receiving payment2021-06-3027,219
Number of terminated vested participants2021-06-3087
Fundng target for terminated vested participants2021-06-301,644,348
Active participant vested funding target2021-06-303,200,682
Number of active participants2021-06-30152
Total funding liabilities for active participants2021-06-303,224,257
Total participant count2021-06-30241
Total funding target for all participants2021-06-304,895,824
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-302,407,355
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-302,407,355
Present value of excess contributions2021-06-30224,660
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30237,016
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-302,467,780
Total employer contributions2021-06-30493,579
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30477,380
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30217,798
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30217,798
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30217,798
Contributions allocatedtoward minimum required contributions for current year2021-06-30477,380
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: S.I.A.R.C. CASH BALANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01241
Total number of active participants reported on line 7a of the Form 55002020-07-01136
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0193
Total of all active and inactive participants2020-07-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
Market value of plan assets2020-06-306,449,409
Acturial value of plan assets2020-06-306,449,409
Funding target for retired participants and beneficiaries receiving payment2020-06-3027,617
Number of terminated vested participants2020-06-3086
Fundng target for terminated vested participants2020-06-30623,770
Active participant vested funding target2020-06-304,194,156
Number of active participants2020-06-30146
Total funding liabilities for active participants2020-06-304,214,510
Total participant count2020-06-30234
Total funding target for all participants2020-06-304,865,897
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-302,305,454
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-302,305,454
Present value of excess contributions2020-06-30197,652
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30208,879
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-302,407,355
Total employer contributions2020-06-30451,837
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30436,767
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30212,107
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30212,107
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30212,107
Contributions allocatedtoward minimum required contributions for current year2020-06-30436,767
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: S.I.A.R.C. CASH BALANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01234
Total number of active participants reported on line 7a of the Form 55002019-07-01151
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-0187
Total of all active and inactive participants2019-07-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
Market value of plan assets2019-06-306,066,375
Acturial value of plan assets2019-06-306,066,375
Funding target for retired participants and beneficiaries receiving payment2019-06-3027,145
Number of terminated vested participants2019-06-3080
Fundng target for terminated vested participants2019-06-30599,477
Active participant vested funding target2019-06-303,935,128
Number of active participants2019-06-30158
Total funding liabilities for active participants2019-06-303,947,408
Total participant count2019-06-30240
Total funding target for all participants2019-06-304,574,030
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-302,174,957
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-302,174,957
Present value of excess contributions2019-06-30177,000
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30187,372
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-302,305,454
Total employer contributions2019-06-30415,504
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30400,124
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30202,472
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30202,472
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30202,472
Contributions allocatedtoward minimum required contributions for current year2019-06-30400,124
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: S.I.A.R.C. CASH BALANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01240
Total number of active participants reported on line 7a of the Form 55002018-07-01143
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0186
Total of all active and inactive participants2018-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-019
Market value of plan assets2018-06-306,119,066
Acturial value of plan assets2018-06-306,119,066
Funding target for retired participants and beneficiaries receiving payment2018-06-3018,499
Number of terminated vested participants2018-06-3072
Fundng target for terminated vested participants2018-06-30444,836
Active participant vested funding target2018-06-304,205,323
Number of active participants2018-06-30163
Total funding liabilities for active participants2018-06-304,215,570
Total participant count2018-06-30236
Total funding target for all participants2018-06-304,678,905
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-301,961,541
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-301,961,541
Present value of excess contributions2018-06-30588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30623
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-302,174,957
Total employer contributions2018-06-30431,527
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30417,275
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30240,275
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30240,275
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30240,275
Contributions allocatedtoward minimum required contributions for current year2018-06-30417,275
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: S.I.A.R.C. CASH BALANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01236
Total number of active participants reported on line 7a of the Form 55002017-07-01153
Number of retired or separated participants receiving benefits2017-07-012
Number of other retired or separated participants entitled to future benefits2017-07-0180
Total of all active and inactive participants2017-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-016
Market value of plan assets2017-06-305,541,911
Acturial value of plan assets2017-06-305,541,911
Funding target for retired participants and beneficiaries receiving payment2017-06-3018,609
Number of terminated vested participants2017-06-3073
Fundng target for terminated vested participants2017-06-30379,868
Active participant vested funding target2017-06-303,703,163
Number of active participants2017-06-30158
Total funding liabilities for active participants2017-06-303,714,602
Total participant count2017-06-30232
Total funding target for all participants2017-06-304,113,079
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-301,991,817
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-301,991,817
Present value of excess contributions2017-06-306,676
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-307,097
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-301,961,541
Total employer contributions2017-06-30239,241
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30230,356
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30229,768
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30229,768
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30229,768
Contributions allocatedtoward minimum required contributions for current year2017-06-30230,356
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: S.I.A.R.C. CASH BALANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01232
Total number of active participants reported on line 7a of the Form 55002016-07-01159
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-0172
Total of all active and inactive participants2016-07-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: S.I.A.R.C. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01252
Total number of active participants reported on line 7a of the Form 55002015-07-01157
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0173
Total of all active and inactive participants2015-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
2014: S.I.A.R.C. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01261
Total number of active participants reported on line 7a of the Form 55002014-07-01178
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-0169
Total of all active and inactive participants2014-07-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: S.I.A.R.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01260
Total number of active participants reported on line 7a of the Form 55002013-07-01190
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0168
Total of all active and inactive participants2013-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: S.I.A.R.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01278
Total number of active participants reported on line 7a of the Form 55002012-07-01205
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0154
Total of all active and inactive participants2012-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0111
2011: S.I.A.R.C. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01315
Total number of active participants reported on line 7a of the Form 55002011-07-01224
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0152
Total of all active and inactive participants2011-07-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0113
2009: S.I.A.R.C. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01299
Total number of active participants reported on line 7a of the Form 55002009-07-01260
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0141
Total of all active and inactive participants2009-07-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0120
Number of participants with account balances2009-07-01232

Financial Data on S.I.A.R.C. CASH BALANCE PLAN

Measure Date Value
2022 : S.I.A.R.C. CASH BALANCE 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$0
Total income from all sources (including contributions)2022-06-30$-155,995
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$5,367,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,103,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$0
Value of total assets at beginning of year2022-06-30$5,523,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,263,867
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$61,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$1,221,490
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$61,060
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Administrative expenses (other) incurred2022-06-30$1,221,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-5,523,591
Value of net assets at end of year (total assets less liabilities)2022-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,523,591
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
Investment advisory and management fees2022-06-30$42,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,382,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$141,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$141,585
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$397,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-217,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
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$3,705,896
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30Yes
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GRASSI & CO.
Accountancy firm EIN2022-06-30113266576
2021 : S.I.A.R.C. CASH BALANCE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets to this plan2021-06-30$0
Total transfer of assets from this plan2021-06-30$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$1,770,215
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$3,108,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,055,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$493,579
Value of total assets at end of year2021-06-30$5,523,591
Value of total assets at beginning of year2021-06-30$6,861,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$52,710
Total interest from all sources2021-06-30$13
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$74,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$74,067
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
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
Administrative expenses (other) incurred2021-06-30$550
Total non interest bearing cash at beginning of year2021-06-30$197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-1,338,124
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,523,591
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,861,715
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
Investment advisory and management fees2021-06-30$52,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,382,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,404,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$141,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$456,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$456,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,202,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
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
Contributions received in cash from employer2021-06-30$493,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,055,629
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 plan2021-06-30Unqualified
Accountancy firm name2021-06-30GRASSI & CO.
Accountancy firm EIN2021-06-30113266576
2020 : S.I.A.R.C. CASH BALANCE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total transfer of assets from this plan2020-06-30$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$685,180
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$272,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$203,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$451,837
Value of total assets at end of year2020-06-30$6,861,715
Value of total assets at beginning of year2020-06-30$6,449,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$68,961
Total interest from all sources2020-06-30$1,660
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$121,353
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$121,353
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$375
Total non interest bearing cash at end of year2020-06-30$197
Total non interest bearing cash at beginning of year2020-06-30$395
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$412,306
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,861,715
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,449,409
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
Investment advisory and management fees2020-06-30$68,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,404,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,197,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$456,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$251,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$251,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$1,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$110,330
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
Contributions received in cash from employer2020-06-30$451,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$203,913
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)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30DESANTIS,KIEFER,SHALL & SARCONE,LLP
Accountancy firm EIN2020-06-30133952752
2019 : S.I.A.R.C. CASH BALANCE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$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$749,088
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$366,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$301,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$415,504
Value of total assets at end of year2019-06-30$6,449,409
Value of total assets at beginning of year2019-06-30$6,066,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$64,349
Total interest from all sources2019-06-30$1,242
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$114,275
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$114,275
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
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
Administrative expenses (other) incurred2019-06-30$400
Total non interest bearing cash at end of year2019-06-30$395
Total non interest bearing cash at beginning of year2019-06-30$259
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$383,034
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,449,409
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,066,375
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
Investment advisory and management fees2019-06-30$63,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,197,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,789,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$251,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$276,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$276,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$1,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$218,067
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
Contributions received in cash from employer2019-06-30$415,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$301,705
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)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30DESANTIS,KIEFER,SHALL & SARCONE LLP
Accountancy firm EIN2019-06-30133952752
2018 : S.I.A.R.C. CASH BALANCE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
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$851,694
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$904,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$839,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$431,527
Value of total assets at end of year2018-06-30$6,066,375
Value of total assets at beginning of year2018-06-30$6,119,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$64,743
Total interest from all sources2018-06-30$443
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$114,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$114,236
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
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
Other income not declared elsewhere2018-06-30$450
Administrative expenses (other) incurred2018-06-30$275
Total non interest bearing cash at end of year2018-06-30$259
Total non interest bearing cash at beginning of year2018-06-30$1,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-52,788
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,066,375
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,119,163
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
Investment advisory and management fees2018-06-30$64,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,789,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,937,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$276,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$162,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$162,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$305,038
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
Contributions received in cash from employer2018-06-30$431,527
Employer contributions (assets) at beginning of year2018-06-30$17,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$839,739
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)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30DESANTIS,KIEFER,SHALL & SARCONE LLP
Accountancy firm EIN2018-06-30133952752
2017 : S.I.A.R.C. CASH BALANCE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$894,496
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$320,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$260,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$239,241
Value of total assets at end of year2017-06-30$6,119,163
Value of total assets at beginning of year2017-06-30$5,545,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$59,808
Total interest from all sources2017-06-30$87,586
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
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Other income not declared elsewhere2017-06-30$1,703
Administrative expenses (other) incurred2017-06-30$275
Total non interest bearing cash at end of year2017-06-30$1,093
Total non interest bearing cash at beginning of year2017-06-30$1,093
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$573,987
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,119,163
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,545,176
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
Investment advisory and management fees2017-06-30$59,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,937,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,287,128
Interest earned on other investments2017-06-30$87,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$162,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$11,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$11,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$565,966
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
Contributions received in cash from employer2017-06-30$239,241
Employer contributions (assets) at end of year2017-06-30$17,853
Employer contributions (assets) at beginning of year2017-06-30$245,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$260,701
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)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30DESANTIS,KIEFER,SHALL & SARCONE LLP
Accountancy firm EIN2017-06-30133952752
2016 : S.I.A.R.C. CASH BALANCE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$219,084
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$472,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$415,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$245,717
Value of total assets at end of year2016-06-30$5,545,176
Value of total assets at beginning of year2016-06-30$5,798,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$56,926
Total interest from all sources2016-06-30$17
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$96,206
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$96,206
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
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
Other income not declared elsewhere2016-06-30$1,655
Administrative expenses (other) incurred2016-06-30$500
Total non interest bearing cash at end of year2016-06-30$1,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-253,037
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,545,176
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,798,213
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
Investment advisory and management fees2016-06-30$56,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,287,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,701,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$11,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$15,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$15,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-124,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$245,717
Employer contributions (assets) at end of year2016-06-30$245,717
Employer contributions (assets) at beginning of year2016-06-30$80,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$415,195
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)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30DESANTIS,KIEFER,SHALL &SARCONE, LLP
Accountancy firm EIN2016-06-30133952752
2015 : S.I.A.R.C. CASH BALANCE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$273,829
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$257,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$197,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$80,776
Value of total assets at end of year2015-06-30$5,798,213
Value of total assets at beginning of year2015-06-30$5,782,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$60,249
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$90,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$90,467
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
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
Other income not declared elsewhere2015-06-30$1,835
Administrative expenses (other) incurred2015-06-30$375
Total non interest bearing cash at beginning of year2015-06-30$363
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$16,103
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,798,213
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,782,110
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
Investment advisory and management fees2015-06-30$59,874
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,701,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,735,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$15,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$46,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$46,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$100,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$80,776
Employer contributions (assets) at end of year2015-06-30$80,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$197,477
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)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30DESANTIS,KIEFER,SHALL & SARCON, LLP
Accountancy firm EIN2015-06-30133952752
2014 : S.I.A.R.C. CASH BALANCE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$820,163
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$250,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$192,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$5,782,110
Value of total assets at beginning of year2014-06-30$5,212,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$57,987
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$88,161
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$88,161
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
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
Other income not declared elsewhere2014-06-30$2,286
Administrative expenses (other) incurred2014-06-30$410
Total non interest bearing cash at end of year2014-06-30$363
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$569,625
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,782,110
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,212,485
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
Investment advisory and management fees2014-06-30$57,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,735,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,166,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$46,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$46,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$46,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$729,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$192,551
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)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30DESANTIS,KIEFER,SHALL & SARCONE,LLP
Accountancy firm EIN2014-06-30133952752
2013 : S.I.A.R.C. CASH BALANCE 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$598,034
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$291,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$238,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$5,212,485
Value of total assets at beginning of year2013-06-30$4,905,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$53,063
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$91,273
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$91,273
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
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
Other income not declared elsewhere2013-06-30$2,348
Administrative expenses (other) incurred2013-06-30$325
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$306,688
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,212,485
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,905,797
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
Investment advisory and management fees2013-06-30$52,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,166,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,896,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$46,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$9,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$9,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$504,413
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$238,283
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 name2013-06-30DESANTIS,KIEFER,SHALL & SARCONE,LLP
Accountancy firm EIN2013-06-30133952752
2012 : S.I.A.R.C. CASH BALANCE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$419,792
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$473,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$424,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$500,000
Value of total assets at end of year2012-06-30$4,905,797
Value of total assets at beginning of year2012-06-30$4,960,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$49,767
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$93,288
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$93,288
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other income not declared elsewhere2012-06-30$2,922
Administrative expenses (other) incurred2012-06-30$510
Total non interest bearing cash at beginning of year2012-06-30$11,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-54,204
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,905,797
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,960,001
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$49,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,896,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,595,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$9,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$352,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$352,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-176,418
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$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$424,229
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 name2012-06-30DESANTIS,KIEFER,SHALL & SARCONE,LLP
Accountancy firm EIN2012-06-30133952752
2011 : S.I.A.R.C. CASH BALANCE 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$689,585
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$202,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$153,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$0
Value of total assets at end of year2011-06-30$4,960,001
Value of total assets at beginning of year2011-06-30$4,473,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$49,655
Total interest from all sources2011-06-30$21
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$95,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$95,957
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Other income not declared elsewhere2011-06-30$4,207
Administrative expenses (other) incurred2011-06-30$340
Total non interest bearing cash at end of year2011-06-30$11,567
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$486,680
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,960,001
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,473,321
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$49,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,595,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,456,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$352,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$17,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$17,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$589,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Employer contributions (assets) at beginning of year2011-06-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$153,250
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 name2011-06-30DESANTIS,KIEFER,SHALL & SARCONE,LLP
Accountancy firm EIN2011-06-30133952752
2010 : S.I.A.R.C. CASH BALANCE PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for S.I.A.R.C. CASH BALANCE PLAN

2021: S.I.A.R.C. CASH BALANCE 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 filingYes
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 – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: S.I.A.R.C. CASH BALANCE 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 – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: S.I.A.R.C. CASH BALANCE 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 – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: S.I.A.R.C. CASH BALANCE 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 – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: S.I.A.R.C. CASH BALANCE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
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 – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: S.I.A.R.C. CASH BALANCE 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 – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: S.I.A.R.C. CASH BALANCE 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 – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: S.I.A.R.C. CASH BALANCE 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 – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: S.I.A.R.C. CASH BALANCE 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 – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: S.I.A.R.C. CASH BALANCE 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 – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: S.I.A.R.C. CASH BALANCE 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
2009: S.I.A.R.C. CASH BALANCE 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

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3