401k Plan data: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN plan

ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN
Plan identification number	002

ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CLINTON COUNTY CHAPTER NYSARC, INC. DBA ADVOCACY AND RESOURC has sponsored the creation of one or more 401k plans.

Company Name: CLINTON COUNTY CHAPTER NYSARC, INC. DBA ADVOCACY AND RESOURC

Employer identification number (EIN): 141463735

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 THERESA GARROW THERESA GARROW 2018-10-09
002 2016-01-01 THERESA GARROW THERESA GARROW 2017-10-12
002 2015-01-01 THERESA GARROW THERESA GARROW 2016-09-20
002 2014-01-01 THERESA GARROW THERESA GARROW 2015-10-08
002 2013-01-01 THERESA GARROW THERESA GARROW 2014-10-15
002 2012-01-01 THERESA M GARROW THERESA M GARROW 2013-09-30
002 2011-01-01 THERESA M GARROW THERESA M GARROW 2012-10-15
002 2010-01-01 THERESA M GARROW THERESA M GARROW 2011-10-03
002 2009-01-01 THERESA M GARROW THERESA M GARROW 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	THERESA GARROW	THERESA GARROW	2018-10-09
002	2016-01-01	THERESA GARROW	THERESA GARROW	2017-10-12
002	2015-01-01	THERESA GARROW	THERESA GARROW	2016-09-20
002	2014-01-01	THERESA GARROW	THERESA GARROW	2015-10-08
002	2013-01-01	THERESA GARROW	THERESA GARROW	2014-10-15
002	2012-01-01	THERESA M GARROW	THERESA M GARROW	2013-09-30
002	2011-01-01	THERESA M GARROW	THERESA M GARROW	2012-10-15
002	2010-01-01	THERESA M GARROW	THERESA M GARROW	2011-10-03
002	2009-01-01	THERESA M GARROW	THERESA M GARROW	2010-10-08

Plan Statistics for ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2021: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,262
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,190
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 695
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 581
Total of all active and inactive participants 2020-01-01 1,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,276
Number of participants with account balances 2020-01-01 1,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,141
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 685
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 522
Total of all active and inactive participants 2019-01-01 1,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,207
Number of participants with account balances 2019-01-01 994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,004
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 666
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 490
Total of all active and inactive participants 2018-01-01 1,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,156
Number of participants with account balances 2018-01-01 961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 923
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 553
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 443
Total of all active and inactive participants 2017-01-01 996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 996
Number of participants with account balances 2017-01-01 890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 814
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 530
Number of other retired or separated participants entitled to future benefits 2016-01-01 386
Total of all active and inactive participants 2016-01-01 916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 916
Number of participants with account balances 2016-01-01 844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 769
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 474
Number of other retired or separated participants entitled to future benefits 2015-01-01 332
Total of all active and inactive participants 2015-01-01 806
Total participants 2015-01-01 806
Number of participants with account balances 2015-01-01 762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 706
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 459
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 304
Total of all active and inactive participants 2014-01-01 763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 763
Number of participants with account balances 2014-01-01 720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 649
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 456
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 220
Total of all active and inactive participants 2013-01-01 676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 676
Number of participants with account balances 2013-01-01 629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 598
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 448
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 189
Total of all active and inactive participants 2012-01-01 637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 637
Number of participants with account balances 2012-01-01 571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 617
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 435
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 151
Total of all active and inactive participants 2011-01-01 586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 586
Number of participants with account balances 2011-01-01 506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 614
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 464
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 152
Total of all active and inactive participants 2010-01-01 616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 616
Number of participants with account balances 2010-01-01 447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 599
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 464
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 151
Total of all active and inactive participants 2009-01-01 615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 615
Number of participants with account balances 2009-01-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,262
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,190
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	695
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	581
Total of all active and inactive participants	2020-01-01	1,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,276
Number of participants with account balances	2020-01-01	1,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,141
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	685
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	522
Total of all active and inactive participants	2019-01-01	1,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,207
Number of participants with account balances	2019-01-01	994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,004
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	666
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	490
Total of all active and inactive participants	2018-01-01	1,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,156
Number of participants with account balances	2018-01-01	961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	923
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	553
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	443
Total of all active and inactive participants	2017-01-01	996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	996
Number of participants with account balances	2017-01-01	890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	814
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	530
Number of other retired or separated participants entitled to future benefits	2016-01-01	386
Total of all active and inactive participants	2016-01-01	916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	916
Number of participants with account balances	2016-01-01	844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	769
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	474
Number of other retired or separated participants entitled to future benefits	2015-01-01	332
Total of all active and inactive participants	2015-01-01	806
Total participants	2015-01-01	806
Number of participants with account balances	2015-01-01	762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	706
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	459
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	304
Total of all active and inactive participants	2014-01-01	763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	763
Number of participants with account balances	2014-01-01	720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	649
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	456
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	220
Total of all active and inactive participants	2013-01-01	676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	676
Number of participants with account balances	2013-01-01	629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	598
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	448
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	189
Total of all active and inactive participants	2012-01-01	637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	637
Number of participants with account balances	2012-01-01	571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	617
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	435
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	151
Total of all active and inactive participants	2011-01-01	586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	586
Number of participants with account balances	2011-01-01	506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	614
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	464
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	152
Total of all active and inactive participants	2010-01-01	616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	616
Number of participants with account balances	2010-01-01	447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	599
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	464
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	151
Total of all active and inactive participants	2009-01-01	615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	615
Number of participants with account balances	2009-01-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2021 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total transfer of assets from this plan	2021-10-12	$17,247,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-10-12	$0
Total income from all sources (including contributions)	2021-10-12	$2,336,054
Total of all expenses incurred	2021-10-12	$3,674,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-10-12	$3,657,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-10-12	$1,051,286
Value of total assets at end of year	2021-10-12	$0
Value of total assets at beginning of year	2021-10-12	$18,585,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-10-12	$16,333
Total interest from all sources	2021-10-12	$63,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-10-12	No
Was this plan covered by a fidelity bond	2021-10-12	Yes
Value of fidelity bond cover	2021-10-12	$500,000
If this is an individual account plan, was there a blackout period	2021-10-12	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-10-12	$0
Were there any nonexempt tranactions with any party-in-interest	2021-10-12	No
Contributions received from participants	2021-10-12	$549,276
Participant contributions at end of year	2021-10-12	$0
Participant contributions at beginning of year	2021-10-12	$778,092
Income. Received or receivable in cash from other sources (including rollovers)	2021-10-12	$116,437
Other income not declared elsewhere	2021-10-12	$121,178
Administrative expenses (other) incurred	2021-10-12	$16,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-10-12	No
Value of net income/loss	2021-10-12	$-1,337,973
Value of net assets at end of year (total assets less liabilities)	2021-10-12	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-10-12	$18,585,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-10-12	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-10-12	No
Were any leases to which the plan was party in default or uncollectible	2021-10-12	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-10-12	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-10-12	$13,618,576
Interest on participant loans	2021-10-12	$35,794
Interest earned on other investments	2021-10-12	$27,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-10-12	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-10-12	$4,187,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-10-12	$1,100,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-10-12	No
Was there a failure to transmit to the plan any participant contributions	2021-10-12	No
Has the plan failed to provide any benefit when due under the plan	2021-10-12	No
Contributions received in cash from employer	2021-10-12	$385,573
Employer contributions (assets) at beginning of year	2021-10-12	$1,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-10-12	$3,657,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-10-12	Yes
Did the plan have assets held for investment	2021-10-12	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-10-12	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-10-12	Yes
Opinion of an independent qualified public accountant for this plan	2021-10-12	Disclaimer
Accountancy firm name	2021-10-12	BONADIO & CO LLP
Accountancy firm EIN	2021-10-12	161131146
2020 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,285,047
Total of all expenses incurred	2020-12-31	$1,323,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,303,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,303,846
Value of total assets at end of year	2020-12-31	$18,585,444
Value of total assets at beginning of year	2020-12-31	$15,623,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,193
Total interest from all sources	2020-12-31	$90,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$709,492
Participant contributions at end of year	2020-12-31	$778,092
Participant contributions at beginning of year	2020-12-31	$601,889
Participant contributions at beginning of year	2020-12-31	$28,993
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$134,891
Other income not declared elsewhere	2020-12-31	$434
Administrative expenses (other) incurred	2020-12-31	$20,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,961,450
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,585,444
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,623,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,618,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,728,382
Interest on participant loans	2020-12-31	$47,269
Interest earned on other investments	2020-12-31	$43,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,187,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,247,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,890,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$459,463
Employer contributions (assets) at end of year	2020-12-31	$1,066
Employer contributions (assets) at beginning of year	2020-12-31	$17,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,303,404
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BONADIO & CO LLP
Accountancy firm EIN	2020-12-31	161131146
2019 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,837,475
Total income from all sources (including contributions)	2019-12-31	$3,837,475
Total of all expenses incurred	2019-12-31	$828,314
Total of all expenses incurred	2019-12-31	$828,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$808,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$808,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,232,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,232,829
Value of total assets at end of year	2019-12-31	$15,623,994
Value of total assets at end of year	2019-12-31	$15,623,994
Value of total assets at beginning of year	2019-12-31	$12,614,833
Value of total assets at beginning of year	2019-12-31	$12,614,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,991
Total interest from all sources	2019-12-31	$85,199
Total interest from all sources	2019-12-31	$85,199
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$762,660
Contributions received from participants	2019-12-31	$762,660
Participant contributions at end of year	2019-12-31	$601,889
Participant contributions at end of year	2019-12-31	$601,889
Participant contributions at beginning of year	2019-12-31	$456,452
Participant contributions at beginning of year	2019-12-31	$456,452
Participant contributions at end of year	2019-12-31	$28,993
Participant contributions at end of year	2019-12-31	$28,993
Participant contributions at beginning of year	2019-12-31	$26,701
Participant contributions at beginning of year	2019-12-31	$26,701
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,405
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,405
Administrative expenses (other) incurred	2019-12-31	$19,991
Administrative expenses (other) incurred	2019-12-31	$19,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,009,161
Value of net income/loss	2019-12-31	$3,009,161
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,623,994
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,623,994
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,614,833
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,614,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,728,382
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,728,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,257,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,257,016
Interest on participant loans	2019-12-31	$37,776
Interest on participant loans	2019-12-31	$37,776
Interest earned on other investments	2019-12-31	$47,423
Interest earned on other investments	2019-12-31	$47,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,247,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,247,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,855,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,855,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,519,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,519,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$460,764
Contributions received in cash from employer	2019-12-31	$460,764
Employer contributions (assets) at end of year	2019-12-31	$17,657
Employer contributions (assets) at end of year	2019-12-31	$17,657
Employer contributions (assets) at beginning of year	2019-12-31	$19,072
Employer contributions (assets) at beginning of year	2019-12-31	$19,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$808,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$808,323
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BONADIO & CO LLP
Accountancy firm name	2019-12-31	BONADIO & CO LLP
Accountancy firm EIN	2019-12-31	161131146
Accountancy firm EIN	2019-12-31	161131146
2018 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$382,065
Total of all expenses incurred	2018-12-31	$684,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$666,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,152,091
Value of total assets at end of year	2018-12-31	$12,614,833
Value of total assets at beginning of year	2018-12-31	$12,917,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,280
Total interest from all sources	2018-12-31	$84,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$703,040
Participant contributions at end of year	2018-12-31	$456,452
Participant contributions at beginning of year	2018-12-31	$451,816
Participant contributions at end of year	2018-12-31	$26,701
Participant contributions at beginning of year	2018-12-31	$25,432
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$27,499
Administrative expenses (other) incurred	2018-12-31	$18,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-302,346
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,614,833
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,917,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,257,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,690,018
Interest on participant loans	2018-12-31	$26,321
Interest earned on other investments	2018-12-31	$58,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,855,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,736,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-854,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$421,552
Employer contributions (assets) at end of year	2018-12-31	$19,072
Employer contributions (assets) at beginning of year	2018-12-31	$13,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$666,131
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BONADIO & CO LLP
Accountancy firm EIN	2018-12-31	161131146
2017 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,158,327
Total of all expenses incurred	2017-12-31	$595,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$578,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,510,746
Value of total assets at end of year	2017-12-31	$12,917,179
Value of total assets at beginning of year	2017-12-31	$10,354,721
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,576
Total interest from all sources	2017-12-31	$103,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$678,087
Participant contributions at end of year	2017-12-31	$451,816
Participant contributions at beginning of year	2017-12-31	$549,505
Participant contributions at end of year	2017-12-31	$25,432
Participant contributions at beginning of year	2017-12-31	$24,321
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$443,322
Administrative expenses (other) incurred	2017-12-31	$17,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,562,458
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,917,179
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,354,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,690,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,336,736
Interest on participant loans	2017-12-31	$27,061
Interest earned on other investments	2017-12-31	$76,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,736,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,429,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,543,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$389,337
Employer contributions (assets) at end of year	2017-12-31	$13,653
Employer contributions (assets) at beginning of year	2017-12-31	$14,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$578,293
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BONADIO & CO LLP
Accountancy firm EIN	2017-12-31	161131146
2016 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,714,451
Total of all expenses incurred	2016-12-31	$1,307,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,290,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,080,826
Value of total assets at end of year	2016-12-31	$10,354,721
Value of total assets at beginning of year	2016-12-31	$9,947,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,932
Total interest from all sources	2016-12-31	$107,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$627,310
Participant contributions at end of year	2016-12-31	$549,505
Participant contributions at beginning of year	2016-12-31	$558,592
Participant contributions at end of year	2016-12-31	$24,321
Participant contributions at beginning of year	2016-12-31	$23,372
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$45,913
Administrative expenses (other) incurred	2016-12-31	$16,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$407,030
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,354,721
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,947,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,336,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,283,033
Interest on participant loans	2016-12-31	$29,788
Interest earned on other investments	2016-12-31	$77,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,429,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,068,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$526,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$407,603
Employer contributions (assets) at end of year	2016-12-31	$14,315
Employer contributions (assets) at beginning of year	2016-12-31	$14,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,290,489
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BONADIO & CO LLP
Accountancy firm EIN	2016-12-31	161131146
2015 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-12-31	$1,385,797
Total income from all sources (including contributions)	2015-12-31	$711,022
Total of all expenses incurred	2015-12-31	$840,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$824,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,041,810
Value of total assets at end of year	2015-12-31	$9,947,691
Value of total assets at beginning of year	2015-12-31	$11,462,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,568
Total interest from all sources	2015-12-31	$81,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$625,553
Participant contributions at end of year	2015-12-31	$558,592
Participant contributions at beginning of year	2015-12-31	$512,424
Participant contributions at end of year	2015-12-31	$23,372
Administrative expenses (other) incurred	2015-12-31	$15,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-129,477
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,947,691
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,462,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,283,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,790,074
Interest on participant loans	2015-12-31	$54,568
Interest earned on other investments	2015-12-31	$26,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,068,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,160,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-412,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$416,257
Employer contributions (assets) at end of year	2015-12-31	$14,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$824,931
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BONADIO & CO LLP
Accountancy firm EIN	2015-12-31	161131146
2014 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$15,025
Total transfer of assets from this plan	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,324,717
Total of all expenses incurred	2014-12-31	$1,082,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,067,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,071,761
Value of total assets at end of year	2014-12-31	$11,462,965
Value of total assets at beginning of year	2014-12-31	$11,205,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,326
Total interest from all sources	2014-12-31	$89,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$620,221
Participant contributions at end of year	2014-12-31	$512,424
Participant contributions at beginning of year	2014-12-31	$455,547
Participant contributions at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$-642
Administrative expenses (other) incurred	2014-12-31	$15,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$242,142
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,462,965
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,205,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,790,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,266,853
Interest on participant loans	2014-12-31	$25,887
Interest earned on other investments	2014-12-31	$63,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,160,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,483,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$164,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$451,540
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,067,249
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BONADIO & CO LLP
Accountancy firm EIN	2014-12-31	161131146
2013 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$15,572
Total transfer of assets from this plan	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,153,547
Total of all expenses incurred	2013-12-31	$1,311,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,297,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,071,585
Value of total assets at end of year	2013-12-31	$11,205,798
Value of total assets at beginning of year	2013-12-31	$10,347,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$13,816
Total interest from all sources	2013-12-31	$87,650
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$631,333
Participant contributions at end of year	2013-12-31	$455,547
Participant contributions at beginning of year	2013-12-31	$411,294
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$443
Administrative expenses (other) incurred	2013-12-31	$13,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$842,538
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,205,798
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,347,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,266,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,554,967
Interest on participant loans	2013-12-31	$22,729
Interest earned on other investments	2013-12-31	$64,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,483,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,381,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$994,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$439,809
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$14
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,297,193
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BONADIO & CO LLP
Accountancy firm EIN	2013-12-31	161131146
2012 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$37,550
Total income from all sources (including contributions)	2012-12-31	$1,816,656
Total of all expenses incurred	2012-12-31	$696,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$683,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,175,033
Value of total assets at end of year	2012-12-31	$10,347,688
Value of total assets at beginning of year	2012-12-31	$9,189,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,597
Total interest from all sources	2012-12-31	$25,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$680,060
Participant contributions at end of year	2012-12-31	$411,294
Participant contributions at beginning of year	2012-12-31	$373,144
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$1,978
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$28,340
Other income not declared elsewhere	2012-12-31	$150
Administrative expenses (other) incurred	2012-12-31	$12,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,120,650
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,347,688
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,189,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,554,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,627,109
Interest on participant loans	2012-12-31	$20,208
Interest earned on other investments	2012-12-31	$5,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,381,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,185,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$616,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$466,633
Employer contributions (assets) at end of year	2012-12-31	$14
Employer contributions (assets) at beginning of year	2012-12-31	$1,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$683,409
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BONADIO & CO LLP
Accountancy firm EIN	2012-12-31	161131146
2011 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$31,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$289,847
Total of all expenses incurred	2011-12-31	$1,236,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,223,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,292,323
Value of total assets at end of year	2011-12-31	$9,189,488
Value of total assets at beginning of year	2011-12-31	$10,104,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,199
Total interest from all sources	2011-12-31	$76,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$778,988
Participant contributions at end of year	2011-12-31	$373,144
Participant contributions at beginning of year	2011-12-31	$349,581
Participant contributions at end of year	2011-12-31	$1,978
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$18,654
Administrative expenses (other) incurred	2011-12-31	$12,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$-946,248
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,189,488
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,104,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,627,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,337,849
Interest on participant loans	2011-12-31	$17,965
Interest earned on other investments	2011-12-31	$59,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,185,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,415,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,079,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$494,681
Employer contributions (assets) at end of year	2011-12-31	$1,401
Employer contributions (assets) at beginning of year	2011-12-31	$1,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,223,896
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BONADIO & CO LLP
Accountancy firm EIN	2011-12-31	161131146
2010 : ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$16,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,568,824
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$458,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$446,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,224,162
Value of total assets at end of year	2010-12-31	$10,104,565
Value of total assets at beginning of year	2010-12-31	$7,977,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$12,367
Total interest from all sources	2010-12-31	$79,000
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$715,756
Participant contributions at end of year	2010-12-31	$349,581
Participant contributions at beginning of year	2010-12-31	$197,048
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$14,511
Administrative expenses (other) incurred	2010-12-31	$12,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,110,343
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,104,565
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,977,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,337,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,613,001
Interest on participant loans	2010-12-31	$14,484
Interest earned on other investments	2010-12-31	$64,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,415,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,167,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,265,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$493,895
Employer contributions (assets) at end of year	2010-12-31	$1,181
Employer contributions (assets) at beginning of year	2010-12-31	$240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$446,114
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MARVIN AND COMPANY PC
Accountancy firm EIN	2010-12-31	141567343

Form 5500 Responses for ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN

2021: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ADVOCACY AND RESOURCE CENTER TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-10-12
Total amount of commissions paid to insurance broker	USD $27,291
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,291
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	1017
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $38,746
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38,746
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	994
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $30,822
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $30,822
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	961
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $28,025
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $28,025
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	890
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $25,475
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $25,475
Insurance broker organization code?	3
Insurance broker name	CADARET GRANT AND COMPANY INC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	762
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $20,786
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $20,786
Insurance broker organization code?	3
Insurance broker name	CADARET GRANT AND COMPANY INC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	720
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $23,798
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $23,798
Insurance broker organization code?	3
Insurance broker name	CADARET GRANT AND COMPANY INC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	629
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,306
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $13,306
Insurance broker organization code?	3
Insurance broker name	CADARET GRANT AND COMPANY INC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	571
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $12,261
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,261
Insurance broker organization code?	3
Insurance broker name	CADARET GRANT AND COMPANY INC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	506
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $12,668
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

384-80008

Policy instance

Insurance contract or identification number	384-80008
Number of Individuals Covered	447
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $13,389
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $13,389
Insurance broker organization code?	3
Insurance broker name	CADARET GRANT AND COMPANY INC

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Company Name:	CLINTON COUNTY CHAPTER NYSARC, INC. DBA ADVOCACY AND RESOURC
Employer identification number (EIN):	141463735
NAIC Classification:	611000