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ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 401k Plan overview

Plan NameANDERSON CENTER FOR AUTISM RETIREMENT PLAN
Plan identification number 003

ANDERSON CENTER FOR AUTISM RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ANDERSON CENTER FOR AUTISM has sponsored the creation of one or more 401k plans.

Company Name:ANDERSON CENTER FOR AUTISM
Employer identification number (EIN):141598279
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSON CENTER FOR AUTISM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01WILLIAM WILSON
0032016-01-01WILLIAM WILSON
0032015-01-01WILLIAM WILSON
0032014-01-01WILLIAM WILSON
0032013-01-01WILLIAM WILSON
0032012-01-01WILLIAM WILSON
0032011-01-01WILLIAM WILSON
0032010-01-01WILLIAM WILSON
0032009-01-01WILLIAM WILSON

Plan Statistics for ANDERSON CENTER FOR AUTISM RETIREMENT PLAN

401k plan membership statisitcs for ANDERSON CENTER FOR AUTISM RETIREMENT PLAN

Measure Date Value
2022: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,201
Total number of active participants reported on line 7a of the Form 55002022-01-01707
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01432
Total of all active and inactive participants2022-01-011,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,140
Number of participants with account balances2022-01-01974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0135
2021: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,168
Total number of active participants reported on line 7a of the Form 55002021-01-01737
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01461
Total of all active and inactive participants2021-01-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,199
Number of participants with account balances2021-01-011,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,163
Total number of active participants reported on line 7a of the Form 55002020-01-01777
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01400
Total of all active and inactive participants2020-01-011,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,178
Number of participants with account balances2020-01-011,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,141
Total number of active participants reported on line 7a of the Form 55002019-01-01796
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01361
Total of all active and inactive participants2019-01-011,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,160
Number of participants with account balances2019-01-01978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01905
Total number of active participants reported on line 7a of the Form 55002018-01-01788
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01142
Total of all active and inactive participants2018-01-01930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01931
Number of participants with account balances2018-01-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01830
Total number of active participants reported on line 7a of the Form 55002017-01-01801
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01108
Total of all active and inactive participants2017-01-01909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01910
Number of participants with account balances2017-01-01557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01957
Total number of active participants reported on line 7a of the Form 55002016-01-01763
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01830
Number of participants with account balances2016-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01871
Total number of active participants reported on line 7a of the Form 55002015-01-01748
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01209
Total of all active and inactive participants2015-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01957
Number of participants with account balances2015-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01911
Total number of active participants reported on line 7a of the Form 55002014-01-01716
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01155
Total of all active and inactive participants2014-01-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01871
Number of participants with account balances2014-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01749
Total number of active participants reported on line 7a of the Form 55002013-01-01744
Number of other retired or separated participants entitled to future benefits2013-01-01167
Total of all active and inactive participants2013-01-01911
Total participants2013-01-01911
Number of participants with account balances2013-01-01574
2012: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01668
Total number of active participants reported on line 7a of the Form 55002012-01-01705
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01749
Number of participants with account balances2012-01-01545
2011: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01673
Total number of active participants reported on line 7a of the Form 55002011-01-01657
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01668
Number of participants with account balances2011-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01659
Total number of active participants reported on line 7a of the Form 55002010-01-01633
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-01673
Number of participants with account balances2010-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01633
Total number of active participants reported on line 7a of the Form 55002009-01-01651
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01659
Number of participants with account balances2009-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ANDERSON CENTER FOR AUTISM RETIREMENT PLAN

Measure Date Value
2022 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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 paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-754,469
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,432,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,401,346
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$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 year2022-12-31$41,205,460
Value of total assets at beginning of year2022-12-31$44,392,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31No
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 year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,107,681
Participant contributions at end of year2022-12-31$253,793
Participant contributions at beginning of year2022-12-31$245,524
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$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 year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$7,922
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,590,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,682,599
Value of interest in pooled separate accounts at end of year2022-12-31$479,148
Value of interest in pooled separate accounts at beginning of year2022-12-31$458,207
Interest on participant loans2022-12-31$10,413
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$126,254
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,600,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,050,831
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,188,321
Net investment gain/loss from pooled separate accounts2022-12-31$40,301
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$3,281,030
Employer contributions (assets) at end of year2022-12-31$3,281,030
Employer contributions (assets) at beginning of year2022-12-31$3,955,238
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,401,346
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$24
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$1,203
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$1,203
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RBT CPA'S LLP
Accountancy firm EIN2022-12-31141604297
2021 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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 paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,914,221
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,047,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,999,369
Expenses. Certain deemed distributions of participant loans2021-12-31$6,982
Value of total corrective distributions2021-12-31$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 year2021-12-31$44,392,399
Value of total assets at beginning of year2021-12-31$39,524,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
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 year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$700,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,041,075
Participant contributions at end of year2021-12-31$245,524
Participant contributions at beginning of year2021-12-31$267,138
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$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 year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$80
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,682,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,749,471
Value of interest in pooled separate accounts at end of year2021-12-31$458,207
Value of interest in pooled separate accounts at beginning of year2021-12-31$368,574
Interest on participant loans2021-12-31$12,424
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$99,029
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,050,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,354,960
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$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 accounts2021-12-31$71,696
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$3,955,238
Employer contributions (assets) at end of year2021-12-31$3,955,238
Employer contributions (assets) at beginning of year2021-12-31$2,784,255
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,999,369
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$24
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$1,203
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RBT CPA'S LLP
Accountancy firm EIN2021-12-31141604297
2020 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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 paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,793,234
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,631,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,628,586
Expenses. Certain deemed distributions of participant loans2020-12-31$2,696
Value of total corrective distributions2020-12-31$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 year2020-12-31$39,524,398
Value of total assets at beginning of year2020-12-31$33,321,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
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 year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$700,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,022,212
Participant contributions at end of year2020-12-31$267,138
Participant contributions at beginning of year2020-12-31$185,020
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$41,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$65
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,749,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,041,978
Value of interest in pooled separate accounts at end of year2020-12-31$368,574
Value of interest in pooled separate accounts at beginning of year2020-12-31$393,300
Interest on participant loans2020-12-31$13,045
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,354,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,083,507
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$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 accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$2,784,255
Employer contributions (assets) at end of year2020-12-31$2,784,255
Employer contributions (assets) at beginning of year2020-12-31$2,617,614
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,628,586
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$68
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RBT LIMITED LIABILITY PARTNERSHIP
Accountancy firm EIN2020-12-31141604297
2019 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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 paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,548,785
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,772,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,694,480
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$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 year2019-12-31$33,321,531
Value of total assets at beginning of year2019-12-31$26,544,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,874
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
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 year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$4,488
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$934,062
Participant contributions at end of year2019-12-31$185,020
Participant contributions at beginning of year2019-12-31$76,667
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$65
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$-2,599
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$112
Total non interest bearing cash at beginning of year2019-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$215
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,041,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,589,153
Value of interest in pooled separate accounts at end of year2019-12-31$393,300
Value of interest in pooled separate accounts at beginning of year2019-12-31$423,677
Interest on participant loans2019-12-31$6,082
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$101,711
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,083,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,105,320
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$42,530
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$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 accounts2019-12-31$21,562
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$2,617,614
Employer contributions (assets) at end of year2019-12-31$2,617,614
Employer contributions (assets) at beginning of year2019-12-31$2,350,000
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,651,950
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$33,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RBT LIMITED LIABILITY PARTNERSHIP
Accountancy firm EIN2019-12-31141604297
2018 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,682,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$26,544,822
Value of total assets at beginning of year2018-12-31$25,993,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,311
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$520,749
Administrative expenses professional fees incurred2018-12-31$1,389
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$861,420
Participant contributions at end of year2018-12-31$76,667
Participant contributions at beginning of year2018-12-31$107,050
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$168,075
Administrative expenses (other) incurred2018-12-31$8
Total non interest bearing cash at end of year2018-12-31$5
Total non interest bearing cash at beginning of year2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$38,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,589,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,585,988
Value of interest in pooled separate accounts at end of year2018-12-31$423,677
Value of interest in pooled separate accounts at beginning of year2018-12-31$456,882
Interest on participant loans2018-12-31$4,286
Interest earned on other investments2018-12-31$108,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,105,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,941,806
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$60,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,798,317
Net investment gain/loss from pooled separate accounts2018-12-31$19,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,350,000
Employer contributions (assets) at end of year2018-12-31$2,350,000
Employer contributions (assets) at beginning of year2018-12-31$1,896,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,578,446
Contract administrator fees2018-12-31$3,746
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RBT LIMITED LIABILITY PARTNERSHIP
Accountancy firm EIN2018-12-31141604297
2017 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,235,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$25,993,400
Value of total assets at beginning of year2017-12-31$21,447,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,502
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$355,318
Administrative expenses professional fees incurred2017-12-31$401
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$805,497
Participant contributions at end of year2017-12-31$107,050
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$4,820
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$72
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,585,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,020,238
Value of interest in pooled separate accounts at end of year2017-12-31$456,882
Value of interest in pooled separate accounts at beginning of year2017-12-31$455,657
Interest on participant loans2017-12-31$3,639
Interest earned on other investments2017-12-31$100,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,941,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,979,013
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$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 accounts2017-12-31$19,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,896,854
Employer contributions (assets) at end of year2017-12-31$1,896,854
Employer contributions (assets) at beginning of year2017-12-31$1,918,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,219,319
Contract administrator fees2017-12-31$4,029
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RBT LIMITED LIABILITY PARTNERSHIP
Accountancy firm EIN2017-12-31141604297
2016 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,044,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$21,447,788
Value of total assets at beginning of year2016-12-31$18,336,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,196
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$266,608
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$871,391
Participant contributions at end of year2016-12-31$70,407
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$60,046
Other income not declared elsewhere2016-12-31$643
Administrative expenses (other) incurred2016-12-31$119
Total non interest bearing cash at end of year2016-12-31$4,186
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,020,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,080,550
Value of interest in pooled separate accounts at end of year2016-12-31$455,657
Value of interest in pooled separate accounts at beginning of year2016-12-31$959,343
Interest on participant loans2016-12-31$1,762
Interest earned on other investments2016-12-31$111,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,979,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,611,033
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$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 accounts2016-12-31$23,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,918,287
Employer contributions (assets) at end of year2016-12-31$1,918,287
Employer contributions (assets) at beginning of year2016-12-31$1,685,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$998,084
Contract administrator fees2016-12-31$838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RBT LIMITED LIABILITY PARTNERSHIP
Accountancy firm EIN2016-12-31141604297
2015 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-599
Total unrealized appreciation/depreciation of assets2015-12-31$-599
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,567,128
Total loss/gain on sale of assets2015-12-31$192,516
Total of all expenses incurred2015-12-31$685,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$684,926
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$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 year2015-12-31$18,336,009
Value of total assets at beginning of year2015-12-31$16,454,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$652
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$700,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$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 elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,080,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,671,686
Value of interest in pooled separate accounts at end of year2015-12-31$959,343
Value of interest in pooled separate accounts at beginning of year2015-12-31$818,266
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$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 year2015-12-31$3,611,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,245,128
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,685,083
Employer contributions (assets) at end of year2015-12-31$1,685,083
Employer contributions (assets) at beginning of year2015-12-31$1,719,379
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$684,926
Contract administrator fees2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$192,516
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31D'ARCANGELO & CO. LLP
Accountancy firm EIN2015-12-31132550103
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 assets2014-12-31$164,657
Total of all expenses incurred2014-12-31$909,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$16,454,459
Value of total assets at beginning of year2014-12-31$14,285,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$582
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$700,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$603,379
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$48,434
Administrative expenses (other) incurred2014-12-31$582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,671,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,227,980
Value of interest in pooled separate accounts at end of year2014-12-31$818,266
Value of interest in pooled separate accounts at beginning of year2014-12-31$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 year2014-12-31$3,245,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,047,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,719,379
Employer contributions (assets) at end of year2014-12-31$1,719,379
Employer contributions (assets) at beginning of year2014-12-31$1,251,815
Income. Dividends from common stock2014-12-31$422,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$908,505
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$164,657
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31D'ARCANGELO & CO. LLP
Accountancy firm EIN2014-12-31132550103
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 incurred2013-12-31$615,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$14,285,193
Value of total assets at beginning of year2013-12-31$11,695,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$78
Total interest from all sources2013-12-31$103,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$700,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$577,739
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$36,263
Administrative expenses (other) incurred2013-12-31$78
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,227,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,681,525
Value of interest in pooled separate accounts at end of year2013-12-31$757,954
Value of interest in pooled separate accounts at beginning of year2013-12-31$649,099
Interest earned on other investments2013-12-31$103,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,047,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,251,815
Employer contributions (assets) at end of year2013-12-31$1,251,815
Employer contributions (assets) at beginning of year2013-12-31$819,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$615,216
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2013-12-31132550103
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 incurred2012-12-31$399,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$11,695,553
Value of total assets at beginning of year2012-12-31$9,918,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$723
Total interest from all sources2012-12-31$84,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$700,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$533,690
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$63,739
Administrative expenses (other) incurred2012-12-31$723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,681,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,756,316
Value of interest in pooled separate accounts at end of year2012-12-31$649,099
Value of interest in pooled separate accounts at beginning of year2012-12-31$557,468
Interest earned on other investments2012-12-31$84,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,545,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,949,283
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$819,040
Employer contributions (assets) at end of year2012-12-31$819,040
Employer contributions (assets) at beginning of year2012-12-31$655,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$381,591
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2012-12-31132550103
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 incurred2011-12-31$440,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$9,918,561
Value of total assets at beginning of year2011-12-31$9,154,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,888
Total interest from all sources2011-12-31$18,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$700,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,756,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,010,019
Value of interest in pooled separate accounts at end of year2011-12-31$557,468
Value of interest in pooled separate accounts at beginning of year2011-12-31$458,461
Interest earned on other investments2011-12-31$18,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,949,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$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 assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$655,494
Employer contributions (assets) at end of year2011-12-31$655,494
Employer contributions (assets) at beginning of year2011-12-31$832,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$438,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2011-12-31132550103
2010 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$281,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$9,154,041
Value of total assets at beginning of year2010-12-31$7,574,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$546
Total interest from all sources2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$407,473
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,442
Other income not declared elsewhere2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$546
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,010,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,987,291
Value of interest in pooled separate accounts at end of year2010-12-31$458,461
Value of interest in pooled separate accounts at beginning of year2010-12-31$351,925
Interest earned on other investments2010-12-31$13,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,853,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$832,553
Employer contributions (assets) at end of year2010-12-31$832,553
Employer contributions (assets) at beginning of year2010-12-31$712,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$281,214
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2010-12-31132550103
2009 : ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ANDERSON CENTER FOR AUTISM RETIREMENT PLAN

2022: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ANDERSON CENTER FOR AUTISM RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 3
Insurance contract or identification number346979
Number of Individuals Covered336
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-LS4N
Policy instance 1
Insurance contract or identification numberGAP-D2-LS4N
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 2
Insurance contract or identification number346979
Number of Individuals Covered336
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-LS4N
Policy instance 1
Insurance contract or identification numberGAP-D2-LS4N
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 2
Insurance contract or identification number346979
Number of Individuals Covered359
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 1
Insurance contract or identification number346979
Number of Individuals Covered359
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2_LS4N
Policy instance 2
Insurance contract or identification numberGAP-D2_LS4N
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2_LS4N
Policy instance 1
Insurance contract or identification numberGAP-D2_LS4N
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2_LS4N
Policy instance 1
Insurance contract or identification numberGAP-D2_LS4N
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 2
Insurance contract or identification number346979
Number of Individuals Covered377
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 1
Insurance contract or identification number346979
Number of Individuals Covered394
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 1
Insurance contract or identification number346979
Number of Individuals Covered410
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 1
Insurance contract or identification number346979
Number of Individuals Covered645
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 1
Insurance contract or identification number346979
Number of Individuals Covered627
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 1
Insurance contract or identification number346979
Number of Individuals Covered574
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 1
Insurance contract or identification number346979
Number of Individuals Covered545
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 1
Insurance contract or identification number346979
Number of Individuals Covered525
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346979
Policy instance 1
Insurance contract or identification number346979
Number of Individuals Covered482
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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