ANDERSON CENTER FOR AUTISM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANDERSON CENTER FOR AUTISM RETIREMENT PLAN
Measure | Date | Value |
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2022 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,203 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,203 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-754,469 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,432,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,401,346 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $31,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,241,632 |
Value of total assets at end of year | 2022-12-31 | $41,205,460 |
Value of total assets at beginning of year | 2022-12-31 | $44,392,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $24 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $136,667 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $7,330 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $7,330 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,107,681 |
Participant contributions at end of year | 2022-12-31 | $253,793 |
Participant contributions at beginning of year | 2022-12-31 | $245,524 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $852,921 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $7,922 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-3,186,939 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $41,204,257 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $44,391,196 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $33,590,677 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $36,682,599 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $479,148 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $458,207 |
Interest on participant loans | 2022-12-31 | $10,413 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $126,254 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,600,812 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $3,050,831 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,188,321 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $40,301 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $3,281,030 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,281,030 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $3,955,238 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,401,346 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $24 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $1,203 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $1,203 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | RBT CPA'S LLP |
Accountancy firm EIN | 2022-12-31 | 141604297 |
2021 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,203 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $80 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $9,914,221 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,047,343 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,999,369 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $6,982 |
Value of total corrective distributions | 2021-12-31 | $40,968 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,562,101 |
Value of total assets at end of year | 2021-12-31 | $44,392,399 |
Value of total assets at beginning of year | 2021-12-31 | $39,524,398 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $111,453 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $9,504 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $9,504 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,041,075 |
Participant contributions at end of year | 2021-12-31 | $245,524 |
Participant contributions at beginning of year | 2021-12-31 | $267,138 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $565,788 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $80 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $4,866,878 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $44,391,196 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $39,524,318 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $36,682,599 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $32,749,471 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $458,207 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $368,574 |
Interest on participant loans | 2021-12-31 | $12,424 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $99,029 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $3,050,831 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $3,354,960 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,159,467 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $71,696 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $3,955,238 |
Employer contributions (assets) at end of year | 2021-12-31 | $3,955,238 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,784,255 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,999,369 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $24 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $1,203 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RBT CPA'S LLP |
Accountancy firm EIN | 2021-12-31 | 141604297 |
2020 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $41,048 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $65 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $8,793,234 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,631,350 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,628,586 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $2,696 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,455,844 |
Value of total assets at end of year | 2020-12-31 | $39,524,398 |
Value of total assets at beginning of year | 2020-12-31 | $33,321,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $68 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $13,045 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $5,033 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $5,033 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,022,212 |
Participant contributions at end of year | 2020-12-31 | $267,138 |
Participant contributions at beginning of year | 2020-12-31 | $185,020 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $649,377 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $41,048 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $65 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $112 |
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 |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $6,161,884 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $39,483,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $33,321,466 |
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 |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $32,749,471 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $27,041,978 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $368,574 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $393,300 |
Interest on participant loans | 2020-12-31 | $13,045 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,354,960 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,083,507 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,319,312 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $2,784,255 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,784,255 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,617,614 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,628,586 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $68 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | RBT LIMITED LIABILITY PARTNERSHIP |
Accountancy firm EIN | 2020-12-31 | 141604297 |
2019 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $65 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $8,548,785 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,772,141 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,694,480 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $39,787 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,041,490 |
Value of total assets at end of year | 2019-12-31 | $33,321,531 |
Value of total assets at beginning of year | 2019-12-31 | $26,544,822 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $37,874 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $107,793 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $32,901 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $32,901 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $4,488 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $934,062 |
Participant contributions at end of year | 2019-12-31 | $185,020 |
Participant contributions at beginning of year | 2019-12-31 | $76,667 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $489,814 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $65 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $-2,599 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $112 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $5 |
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 |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $6,776,644 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $33,321,466 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $26,544,822 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $215 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $27,041,978 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $20,589,153 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $393,300 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $423,677 |
Interest on participant loans | 2019-12-31 | $6,082 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $101,711 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,083,507 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,105,320 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $42,530 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,347,638 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $21,562 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $2,617,614 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,617,614 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,350,000 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,651,950 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $33,171 |
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 | 2019-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
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 | RBT LIMITED LIABILITY PARTNERSHIP |
Accountancy firm EIN | 2019-12-31 | 141604297 |
2018 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,233,686 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,682,264 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,638,953 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,379,495 |
Value of total assets at end of year | 2018-12-31 | $26,544,822 |
Value of total assets at beginning of year | 2018-12-31 | $25,993,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $43,311 |
Total interest from all sources | 2018-12-31 | $112,438 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $520,749 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $520,749 |
Administrative expenses professional fees incurred | 2018-12-31 | $1,389 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $861,420 |
Participant contributions at end of year | 2018-12-31 | $76,667 |
Participant contributions at beginning of year | 2018-12-31 | $107,050 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $168,075 |
Administrative expenses (other) incurred | 2018-12-31 | $8 |
Total non interest bearing cash at end of year | 2018-12-31 | $5 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $4,820 |
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 | $551,422 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $26,544,822 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $25,993,400 |
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 |
Investment advisory and management fees | 2018-12-31 | $38,168 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $20,589,153 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $20,585,988 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $423,677 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $456,882 |
Interest on participant loans | 2018-12-31 | $4,286 |
Interest earned on other investments | 2018-12-31 | $108,152 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $3,105,320 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,941,806 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $60,507 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,798,317 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $19,321 |
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 | $2,350,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,350,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,896,854 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,578,446 |
Contract administrator fees | 2018-12-31 | $3,746 |
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 | RBT LIMITED LIABILITY PARTNERSHIP |
Accountancy firm EIN | 2018-12-31 | 141604297 |
2017 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $5,781,555 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,235,943 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,231,441 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,806,908 |
Value of total assets at end of year | 2017-12-31 | $25,993,400 |
Value of total assets at beginning of year | 2017-12-31 | $21,447,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,502 |
Total interest from all sources | 2017-12-31 | $104,601 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $355,318 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $355,318 |
Administrative expenses professional fees incurred | 2017-12-31 | $401 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $805,497 |
Participant contributions at end of year | 2017-12-31 | $107,050 |
Participant contributions at beginning of year | 2017-12-31 | $70,407 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $104,557 |
Total non interest bearing cash at end of year | 2017-12-31 | $4,820 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $4,186 |
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 | $4,545,612 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $25,993,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $21,447,788 |
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 |
Investment advisory and management fees | 2017-12-31 | $72 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $20,585,988 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $16,020,238 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $456,882 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $455,657 |
Interest on participant loans | 2017-12-31 | $3,639 |
Interest earned on other investments | 2017-12-31 | $100,962 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,941,806 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,979,013 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $12,122 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,495,365 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $19,363 |
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 | $1,896,854 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,896,854 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,918,287 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,219,319 |
Contract administrator fees | 2017-12-31 | $4,029 |
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 | RBT LIMITED LIABILITY PARTNERSHIP |
Accountancy firm EIN | 2017-12-31 | 141604297 |
2016 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,156,105 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,044,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,041,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,849,724 |
Value of total assets at end of year | 2016-12-31 | $21,447,788 |
Value of total assets at beginning of year | 2016-12-31 | $18,336,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,196 |
Total interest from all sources | 2016-12-31 | $112,783 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $266,608 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $266,608 |
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 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $871,391 |
Participant contributions at end of year | 2016-12-31 | $70,407 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $60,046 |
Other income not declared elsewhere | 2016-12-31 | $643 |
Administrative expenses (other) incurred | 2016-12-31 | $119 |
Total non interest bearing cash at end of year | 2016-12-31 | $4,186 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,111,779 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $21,447,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,336,009 |
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 |
Investment advisory and management fees | 2016-12-31 | $2,239 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $16,020,238 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,080,550 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $455,657 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $959,343 |
Interest on participant loans | 2016-12-31 | $1,762 |
Interest earned on other investments | 2016-12-31 | $111,021 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,979,013 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $3,611,033 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $43,046 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $903,326 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $23,021 |
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 | $1,918,287 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,918,287 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,685,083 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $998,084 |
Contract administrator fees | 2016-12-31 | $838 |
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 | 2016-12-31 | Yes |
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 | RBT LIMITED LIABILITY PARTNERSHIP |
Accountancy firm EIN | 2016-12-31 | 141604297 |
2015 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-599 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-599 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,567,128 |
Total loss/gain on sale of assets | 2015-12-31 | $192,516 |
Total of all expenses incurred | 2015-12-31 | $685,578 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $684,926 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,352,054 |
Value of total assets at end of year | 2015-12-31 | $18,336,009 |
Value of total assets at beginning of year | 2015-12-31 | $16,454,459 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $652 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $23,157 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $663,432 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,539 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $652 |
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 |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $1,881,550 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,336,009 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,454,459 |
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 |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,080,550 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,671,686 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $959,343 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $818,266 |
Interest on participant loans | 2015-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $23,157 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $3,611,033 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $3,245,128 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
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 | $1,685,083 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,685,083 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,719,379 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $684,926 |
Contract administrator fees | 2015-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $192,516 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
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 | D'ARCANGELO & CO. LLP |
Accountancy firm EIN | 2015-12-31 | 132550103 |
2014 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $3,078,353 |
Total loss/gain on sale of assets | 2014-12-31 | $164,657 |
Total of all expenses incurred | 2014-12-31 | $909,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $908,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,371,192 |
Value of total assets at end of year | 2014-12-31 | $16,454,459 |
Value of total assets at beginning of year | 2014-12-31 | $14,285,193 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $582 |
Total interest from all sources | 2014-12-31 | $120,250 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $422,254 |
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 | $700,000 |
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 | $603,379 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $48,434 |
Administrative expenses (other) incurred | 2014-12-31 | $582 |
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 | $2,169,266 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $16,454,459 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,285,193 |
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 | $10,671,686 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,227,980 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $818,266 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $757,954 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $120,250 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $3,245,128 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $3,047,444 |
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 | $1,719,379 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,719,379 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,251,815 |
Income. Dividends from common stock | 2014-12-31 | $422,254 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $908,505 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $164,657 |
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 | D'ARCANGELO & CO. LLP |
Accountancy firm EIN | 2014-12-31 | 132550103 |
2013 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $3,204,934 |
Total of all expenses incurred | 2013-12-31 | $615,294 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $615,216 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,865,817 |
Value of total assets at end of year | 2013-12-31 | $14,285,193 |
Value of total assets at beginning of year | 2013-12-31 | $11,695,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $78 |
Total interest from all sources | 2013-12-31 | $103,034 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $577,739 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $36,263 |
Administrative expenses (other) incurred | 2013-12-31 | $78 |
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 | $2,589,640 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,285,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,695,553 |
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 | $9,227,980 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,681,525 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $757,954 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $649,099 |
Interest earned on other investments | 2013-12-31 | $103,034 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $3,047,444 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,545,889 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,236,083 |
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 | No |
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 | $1,251,815 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,251,815 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $819,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $615,216 |
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 | D'ARCANGELO & CO., LLP |
Accountancy firm EIN | 2013-12-31 | 132550103 |
2012 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $2,176,557 |
Total of all expenses incurred | 2012-12-31 | $399,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $398,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,416,469 |
Value of total assets at end of year | 2012-12-31 | $11,695,553 |
Value of total assets at beginning of year | 2012-12-31 | $9,918,561 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $723 |
Total interest from all sources | 2012-12-31 | $84,227 |
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 | $700,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $533,690 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $63,739 |
Administrative expenses (other) incurred | 2012-12-31 | $723 |
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 | $1,776,992 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,695,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,918,561 |
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 | $7,681,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,756,316 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $649,099 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $557,468 |
Interest earned on other investments | 2012-12-31 | $84,227 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,545,889 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,949,283 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $17,251 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $675,861 |
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 | $819,040 |
Employer contributions (assets) at end of year | 2012-12-31 | $819,040 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $655,494 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $381,591 |
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 | 2012-12-31 | No |
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 | D'ARCANGELO & CO., LLP |
Accountancy firm EIN | 2012-12-31 | 132550103 |
2011 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $1,204,592 |
Total of all expenses incurred | 2011-12-31 | $440,072 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $438,184 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,121,619 |
Value of total assets at end of year | 2011-12-31 | $9,918,561 |
Value of total assets at beginning of year | 2011-12-31 | $9,154,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,888 |
Total interest from all sources | 2011-12-31 | $18,047 |
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 | $700,000 |
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 | $432,784 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $33,341 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $764,520 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,918,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,154,041 |
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 |
Investment advisory and management fees | 2011-12-31 | $1,888 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,756,316 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,010,019 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $557,468 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $458,461 |
Interest earned on other investments | 2011-12-31 | $18,047 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,949,283 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,853,008 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $64,926 |
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 | $655,494 |
Employer contributions (assets) at end of year | 2011-12-31 | $655,494 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $832,553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $438,184 |
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 | 2011-12-31 | No |
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 | D'ARCANGELO & CO., LLP |
Accountancy firm EIN | 2011-12-31 | 132550103 |
2010 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,861,085 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $281,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $281,214 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,260,468 |
Value of total assets at end of year | 2010-12-31 | $9,154,041 |
Value of total assets at beginning of year | 2010-12-31 | $7,574,716 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $546 |
Total interest from all sources | 2010-12-31 | $13,858 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $407,473 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $20,442 |
Other income not declared elsewhere | 2010-12-31 | $15,608 |
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 | $1,579,325 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,154,041 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,574,716 |
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 |
Investment advisory and management fees | 2010-12-31 | $546 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,010,019 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,987,291 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $458,461 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $351,925 |
Interest earned on other investments | 2010-12-31 | $13,858 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,853,008 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,523,241 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $571,151 |
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 | $832,553 |
Employer contributions (assets) at end of year | 2010-12-31 | $832,553 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $712,259 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $281,214 |
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 | D'ARCANGELO & CO., LLP |
Accountancy firm EIN | 2010-12-31 | 132550103 |
2009 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |