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HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 401k Plan overview

Plan NameHERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN
Plan identification number 002

HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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.
  • 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

HERKIMER AREA RESOURCE CENTER has sponsored the creation of one or more 401k plans.

Company Name:HERKIMER AREA RESOURCE CENTER
Employer identification number (EIN):160973231
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KEVIN CROSLEY
0022016-01-01KEVIN CROSLEY
0022016-01-01KEVIN CROSLEY
0022015-01-01KEVIN CROSLEY
0022014-01-01CARRIE DIMARIA KEVIN CROSLEY2015-10-12
0022013-01-01KAREN PETERSON KEVIN CROSLEY2014-10-08
0022012-01-01KAREN PETERSON KEVIN CROSLEY2013-10-14
0022011-01-01KAREN PETERSON KEVIN CROSLEY2012-10-12
0022009-01-01KAREN PETERSON KEVIN CROSLEY2010-10-13

Plan Statistics for HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN

401k plan membership statisitcs for HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN

Measure Date Value
2022: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01417
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01412
Total number of active participants reported on line 7a of the Form 55002021-01-01310
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01102
Total of all active and inactive participants2021-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01417
Number of participants with account balances2021-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01395
Total number of active participants reported on line 7a of the Form 55002020-01-01317
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0189
Total of all active and inactive participants2020-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01412
Number of participants with account balances2020-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01411
Total number of active participants reported on line 7a of the Form 55002019-01-01305
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0184
Total of all active and inactive participants2019-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01395
Number of participants with account balances2019-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01385
Total number of active participants reported on line 7a of the Form 55002018-01-01325
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01402
Number of participants with account balances2018-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01335
Total number of active participants reported on line 7a of the Form 55002017-01-01283
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01345
Number of participants with account balances2017-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01360
Total number of active participants reported on line 7a of the Form 55002016-01-01284
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01333
Number of participants with account balances2016-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01332
Total number of active participants reported on line 7a of the Form 55002015-01-01299
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01359
Number of participants with account balances2015-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01355
Total number of active participants reported on line 7a of the Form 55002014-01-01296
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01332
Number of participants with account balances2014-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01381
Total number of active participants reported on line 7a of the Form 55002013-01-01312
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01350
Number of participants with account balances2013-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01373
Total number of active participants reported on line 7a of the Form 55002012-01-01345
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01378
Number of participants with account balances2012-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01363
Total number of active participants reported on line 7a of the Form 55002011-01-01340
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01369
Number of participants with account balances2011-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01341
Total number of active participants reported on line 7a of the Form 55002009-01-01332
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01360
Number of participants with account balances2009-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN

Measure Date Value
2022 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-21$0
Total transfer of assets from this plan2022-04-21$10,921,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-21$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-21$0
Total income from all sources (including contributions)2022-04-21$-906,463
Total loss/gain on sale of assets2022-04-21$0
Total of all expenses incurred2022-04-21$315,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-21$283,884
Value of total corrective distributions2022-04-21$16,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-21$135,877
Value of total assets at end of year2022-04-21$0
Value of total assets at beginning of year2022-04-21$12,143,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-21$15,267
Total interest from all sources2022-04-21$1,455
Total dividends received (eg from common stock, registered investment company shares)2022-04-21$1,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-21No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-21$1,861
Was this plan covered by a fidelity bond2022-04-21Yes
Value of fidelity bond cover2022-04-21$500,000
If this is an individual account plan, was there a blackout period2022-04-21Yes
Were there any nonexempt tranactions with any party-in-interest2022-04-21No
Contributions received from participants2022-04-21$135,877
Participant contributions at end of year2022-04-21$0
Participant contributions at beginning of year2022-04-21$119,774
Administrative expenses (other) incurred2022-04-21$15,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-21No
Value of net income/loss2022-04-21$-1,221,644
Value of net assets at end of year (total assets less liabilities)2022-04-21$0
Value of net assets at beginning of year (total assets less liabilities)2022-04-21$12,143,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-21No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-21No
Were any leases to which the plan was party in default or uncollectible2022-04-21No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-21$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-21$10,753,236
Value of interest in pooled separate accounts at end of year2022-04-21$0
Value of interest in pooled separate accounts at beginning of year2022-04-21$1,040,942
Interest on participant loans2022-04-21$1,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-21$-967,229
Net investment gain/loss from pooled separate accounts2022-04-21$-78,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-21No
Was there a failure to transmit to the plan any participant contributions2022-04-21No
Has the plan failed to provide any benefit when due under the plan2022-04-21No
Employer contributions (assets) at end of year2022-04-21$0
Employer contributions (assets) at beginning of year2022-04-21$229,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-21$283,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-04-21Yes
Did the plan have assets held for investment2022-04-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-21Yes
Opinion of an independent qualified public accountant for this plan2022-04-21Unqualified
Accountancy firm name2022-04-21BONADIO & CO., LLP
Accountancy firm EIN2022-04-21161131146
2021 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,124,886
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,812,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,741,820
Value of total corrective distributions2021-12-31$15,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$715,178
Value of total assets at end of year2021-12-31$12,143,241
Value of total assets at beginning of year2021-12-31$11,830,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,879
Total interest from all sources2021-12-31$6,435
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$427,458
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$427,458
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$450,482
Participant contributions at end of year2021-12-31$119,774
Participant contributions at beginning of year2021-12-31$173,984
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,407
Administrative expenses (other) incurred2021-12-31$776
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
Value of net income/loss2021-12-31$312,417
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,143,241
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,830,824
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
Investment advisory and management fees2021-12-31$42,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,753,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,270,526
Value of interest in pooled separate accounts at end of year2021-12-31$1,040,942
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,029,289
Income. Interest from loans (other than to participants)2021-12-31$6,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$961,501
Net investment gain/loss from pooled separate accounts2021-12-31$14,314
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
Contributions received in cash from employer2021-12-31$229,289
Employer contributions (assets) at end of year2021-12-31$229,289
Employer contributions (assets) at beginning of year2021-12-31$357,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,741,820
Contract administrator fees2021-12-31$12,083
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,282,514
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$848,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$802,093
Value of total corrective distributions2020-12-31$5,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$811,062
Value of total assets at end of year2020-12-31$11,830,824
Value of total assets at beginning of year2020-12-31$10,396,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,948
Total interest from all sources2020-12-31$6,197
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$567,984
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$567,984
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$454,037
Participant contributions at end of year2020-12-31$173,984
Participant contributions at beginning of year2020-12-31$112,018
Administrative expenses (other) incurred2020-12-31$2,683
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
Value of net income/loss2020-12-31$1,434,414
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,830,824
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,396,410
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
Investment advisory and management fees2020-12-31$25,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,270,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,060,571
Value of interest in pooled separate accounts at end of year2020-12-31$1,029,289
Value of interest in pooled separate accounts at beginning of year2020-12-31$982,213
Interest on participant loans2020-12-31$6,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$876,163
Net investment gain/loss from pooled separate accounts2020-12-31$21,108
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
Contributions received in cash from employer2020-12-31$357,025
Employer contributions (assets) at end of year2020-12-31$357,025
Employer contributions (assets) at beginning of year2020-12-31$241,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$802,093
Contract administrator fees2020-12-31$12,363
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,562,720
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,114,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,077,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$873,203
Value of total assets at end of year2019-12-31$10,396,410
Value of total assets at beginning of year2019-12-31$8,947,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,323
Total interest from all sources2019-12-31$6,637
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$472,721
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$472,721
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 period2019-12-31No
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$433,547
Participant contributions at end of year2019-12-31$112,018
Participant contributions at beginning of year2019-12-31$131,900
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$56
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$198,048
Administrative expenses (other) incurred2019-12-31$575
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
Value of net income/loss2019-12-31$1,448,482
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,396,410
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,947,928
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
Investment advisory and management fees2019-12-31$26,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,060,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,377,461
Value of interest in pooled separate accounts at end of year2019-12-31$982,213
Value of interest in pooled separate accounts at beginning of year2019-12-31$869,174
Interest on participant loans2019-12-31$6,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,189,933
Net investment gain/loss from pooled separate accounts2019-12-31$20,226
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
Contributions received in cash from employer2019-12-31$241,608
Employer contributions (assets) at end of year2019-12-31$241,608
Employer contributions (assets) at beginning of year2019-12-31$569,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,077,915
Contract administrator fees2019-12-31$9,733
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
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 name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
2018 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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$508,061
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$785,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$751,278
Expenses. Certain deemed distributions of participant loans2018-12-31$2,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$979,047
Value of total assets at end of year2018-12-31$8,947,928
Value of total assets at beginning of year2018-12-31$9,225,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,556
Total interest from all sources2018-12-31$4,956
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$594,942
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$594,942
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$409,710
Participant contributions at end of year2018-12-31$131,900
Participant contributions at beginning of year2018-12-31$108,677
Participant contributions at end of year2018-12-31$56
Participant contributions at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-277,798
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,947,928
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,225,726
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$24,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,377,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,721,392
Value of interest in pooled separate accounts at end of year2018-12-31$869,174
Value of interest in pooled separate accounts at beginning of year2018-12-31$858,689
Interest on participant loans2018-12-31$4,956
Net investment gain/loss from pooled separate accounts2018-12-31$16,945
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$569,337
Employer contributions (assets) at end of year2018-12-31$569,337
Employer contributions (assets) at beginning of year2018-12-31$536,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$751,278
Contract administrator fees2018-12-31$7,689
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 name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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$2,103,522
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$319,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$291,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$878,402
Value of total assets at end of year2017-12-31$9,225,726
Value of total assets at beginning of year2017-12-31$7,441,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,909
Total interest from all sources2017-12-31$4,652
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$319,947
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$319,947
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$341,144
Participant contributions at end of year2017-12-31$108,677
Participant contributions at beginning of year2017-12-31$109,384
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$290
Administrative expenses (other) incurred2017-12-31$600
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$1,784,053
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,225,726
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,441,673
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$22,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,721,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,298,087
Value of interest in pooled separate accounts at end of year2017-12-31$858,689
Value of interest in pooled separate accounts at beginning of year2017-12-31$814,252
Interest on participant loans2017-12-31$4,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$900,521
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$536,968
Employer contributions (assets) at end of year2017-12-31$536,968
Employer contributions (assets) at beginning of year2017-12-31$219,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$291,560
Contract administrator fees2017-12-31$5,250
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 name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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$1,048,329
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,130,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,103,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$575,061
Value of total assets at end of year2016-12-31$7,441,673
Value of total assets at beginning of year2016-12-31$7,523,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,801
Total interest from all sources2016-12-31$4,720
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$254,035
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$254,035
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$294,651
Participant contributions at end of year2016-12-31$109,384
Participant contributions at beginning of year2016-12-31$127,697
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$60,460
Administrative expenses (other) incurred2016-12-31$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-82,080
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,441,673
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,523,753
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$20,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,298,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,569,488
Value of interest in pooled separate accounts at end of year2016-12-31$814,252
Value of interest in pooled separate accounts at beginning of year2016-12-31$826,568
Interest on participant loans2016-12-31$4,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$198,263
Net investment gain/loss from pooled separate accounts2016-12-31$16,250
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$219,950
Employer contributions (assets) at end of year2016-12-31$219,950
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,103,608
Contract administrator fees2016-12-31$5,935
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 name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$397,864
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$797,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$770,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$359,544
Value of total assets at end of year2015-12-31$7,523,753
Value of total assets at beginning of year2015-12-31$7,923,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,592
Total interest from all sources2015-12-31$4,468
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$328,953
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$328,953
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$307,571
Participant contributions at end of year2015-12-31$127,697
Participant contributions at beginning of year2015-12-31$93,801
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,973
Administrative expenses (other) incurred2015-12-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-400,001
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,523,753
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,923,754
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$21,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,569,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,566,954
Value of interest in pooled separate accounts at end of year2015-12-31$826,568
Value of interest in pooled separate accounts at beginning of year2015-12-31$832,031
Interest on participant loans2015-12-31$4,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-309,914
Net investment gain/loss from pooled separate accounts2015-12-31$14,813
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
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$430,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$770,273
Contract administrator fees2015-12-31$5,562
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
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 name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,091,910
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$623,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$613,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$709,135
Value of total assets at end of year2014-12-31$7,923,754
Value of total assets at beginning of year2014-12-31$7,455,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,408
Total interest from all sources2014-12-31$3,804
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$261,462
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$261,462
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$266,128
Participant contributions at end of year2014-12-31$93,801
Participant contributions at beginning of year2014-12-31$97,812
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$35
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,040
Administrative expenses (other) incurred2014-12-31$675
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$468,501
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,923,754
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,455,253
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
Investment advisory and management fees2014-12-31$5,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,566,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,462,394
Value of interest in pooled separate accounts at end of year2014-12-31$832,031
Value of interest in pooled separate accounts at beginning of year2014-12-31$895,012
Interest on participant loans2014-12-31$3,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$107,223
Net investment gain/loss from pooled separate accounts2014-12-31$10,286
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$430,967
Employer contributions (assets) at end of year2014-12-31$430,968
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$613,001
Contract administrator fees2014-12-31$4,520
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
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 name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,384,288
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$547,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$541,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$263,218
Value of total assets at end of year2013-12-31$7,455,253
Value of total assets at beginning of year2013-12-31$6,618,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,724
Total interest from all sources2013-12-31$3,401
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$181,077
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$181,077
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$257,096
Participant contributions at end of year2013-12-31$97,812
Participant contributions at beginning of year2013-12-31$74,516
Participant contributions at end of year2013-12-31$35
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,122
Administrative expenses (other) incurred2013-12-31$575
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$837,002
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,455,253
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,618,251
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$6,462,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,344,980
Value of interest in pooled separate accounts at end of year2013-12-31$895,012
Value of interest in pooled separate accounts at beginning of year2013-12-31$921,062
Interest on participant loans2013-12-31$3,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$922,393
Net investment gain/loss from pooled separate accounts2013-12-31$14,199
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
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$277,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$541,562
Contract administrator fees2013-12-31$5,149
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 name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161131146
2012 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,221,605
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$388,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$382,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$516,974
Value of total assets at end of year2012-12-31$6,618,251
Value of total assets at beginning of year2012-12-31$5,785,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,397
Total interest from all sources2012-12-31$2,274
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$106,840
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$106,840
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$238,403
Participant contributions at end of year2012-12-31$74,516
Participant contributions at beginning of year2012-12-31$52,301
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$878
Administrative expenses (other) incurred2012-12-31$450
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$833,217
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,618,251
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,785,034
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$5,344,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,381,644
Value of interest in pooled separate accounts at end of year2012-12-31$921,062
Value of interest in pooled separate accounts at beginning of year2012-12-31$894,587
Interest on participant loans2012-12-31$2,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$570,050
Net investment gain/loss from pooled separate accounts2012-12-31$25,467
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$277,693
Employer contributions (assets) at end of year2012-12-31$277,693
Employer contributions (assets) at beginning of year2012-12-31$456,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$382,991
Contract administrator fees2012-12-31$4,947
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 name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$718,237
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$245,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$241,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$766,006
Value of total assets at end of year2011-12-31$5,785,034
Value of total assets at beginning of year2011-12-31$5,312,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,591
Total interest from all sources2011-12-31$1,921
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$74,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$74,279
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$225,724
Participant contributions at end of year2011-12-31$52,301
Participant contributions at beginning of year2011-12-31$49,067
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$83,780
Administrative expenses (other) incurred2011-12-31$450
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$472,266
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,785,034
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,312,768
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,381,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,812,701
Value of interest in pooled separate accounts at end of year2011-12-31$894,587
Value of interest in pooled separate accounts at beginning of year2011-12-31$879,017
Interest on participant loans2011-12-31$1,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-148,479
Net investment gain/loss from pooled separate accounts2011-12-31$24,510
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$456,502
Employer contributions (assets) at end of year2011-12-31$456,502
Employer contributions (assets) at beginning of year2011-12-31$571,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$241,380
Contract administrator fees2011-12-31$4,141
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 name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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$1,292,757
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$320,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$315,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$769,585
Value of total assets at end of year2010-12-31$5,312,768
Value of total assets at beginning of year2010-12-31$4,340,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,780
Total interest from all sources2010-12-31$1,549
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$59,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$59,992
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$197,602
Participant contributions at end of year2010-12-31$49,067
Participant contributions at beginning of year2010-12-31$24,022
Administrative expenses (other) incurred2010-12-31$250
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$972,738
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,312,768
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,340,030
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,812,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,080,871
Value of interest in pooled separate accounts at end of year2010-12-31$879,017
Value of interest in pooled separate accounts at beginning of year2010-12-31$834,050
Interest on participant loans2010-12-31$1,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$434,371
Net investment gain/loss from pooled separate accounts2010-12-31$27,260
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$571,983
Employer contributions (assets) at end of year2010-12-31$571,983
Employer contributions (assets) at beginning of year2010-12-31$401,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$315,239
Contract administrator fees2010-12-31$4,530
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 name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161131146
2009 : HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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 HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN

2022: HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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 filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: HERKIMER AREA RESOURCE CENTER 401(K) PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HERKIMER AREA RESOURCE CENTER 401(K) PENSION 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

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-04-21
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered37
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered39
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered402
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered345
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered359
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered312
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29227
Policy instance 1
Insurance contract or identification number29227
Number of Individuals Covered350
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29227
Policy instance 1
Insurance contract or identification number29227
Number of Individuals Covered376
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29227
Policy instance 1
Insurance contract or identification number29227
Number of Individuals Covered369
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29227
Policy instance 1
Insurance contract or identification number29227
Number of Individuals Covered357
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?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

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