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TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE ARC MORRIS COUNTY CHAPTER, NJ, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARC MORRIS COUNTY CHAPTER, NJ, INC.
Employer identification number (EIN):221629144
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC.

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
0022017-01-01PETER MURPHY
0022016-01-01PETER MURPHY
0022015-01-01PETER MURPHY
0022014-01-01PETER MURPHY
0022013-01-01PETER MURPHY
0022012-01-01PETER MURPHY
0022011-01-01PETER MURPHY
0022010-01-01PETER MURPHY
0022009-01-01PETER MURPHY

Plan Statistics for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC.

Measure Date Value
2022: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01320
Total number of active participants reported on line 7a of the Form 55002022-01-01305
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01132
Total of all active and inactive participants2022-01-01438
Total participants2022-01-01438
Number of participants with account balances2022-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01349
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of other retired or separated participants entitled to future benefits2021-01-01111
Total of all active and inactive participants2021-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01320
Number of participants with account balances2021-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01346
Total number of active participants reported on line 7a of the Form 55002020-01-01269
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01349
Number of participants with account balances2020-01-01327
2019: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01358
Total number of active participants reported on line 7a of the Form 55002019-01-01270
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01346
Number of participants with account balances2019-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01214
Total number of active participants reported on line 7a of the Form 55002018-01-01295
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01358
Number of participants with account balances2018-01-01268
2017: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01205
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01214
Number of participants with account balances2017-01-01213
2016: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01187
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01205
Number of participants with account balances2016-01-01200
2015: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01310
Total number of active participants reported on line 7a of the Form 55002015-01-01165
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01187
Number of participants with account balances2015-01-01187
2014: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01312
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of other retired or separated participants entitled to future benefits2014-01-01162
Total of all active and inactive participants2014-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01310
Number of participants with account balances2014-01-01310
2013: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01309
Total number of active participants reported on line 7a of the Form 55002013-01-01148
Number of other retired or separated participants entitled to future benefits2013-01-01162
Total of all active and inactive participants2013-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01312
Number of participants with account balances2013-01-01312
2012: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01282
Total number of active participants reported on line 7a of the Form 55002012-01-01148
Number of other retired or separated participants entitled to future benefits2012-01-01161
Total of all active and inactive participants2012-01-01309
Total participants2012-01-01309
Number of participants with account balances2012-01-01309
2011: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01287
Total number of active participants reported on line 7a of the Form 55002011-01-01159
Number of other retired or separated participants entitled to future benefits2011-01-01123
Total of all active and inactive participants2011-01-01282
Total participants2011-01-01282
Number of participants with account balances2011-01-01282
2010: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01309
Total number of active participants reported on line 7a of the Form 55002010-01-01165
Number of other retired or separated participants entitled to future benefits2010-01-01120
Total of all active and inactive participants2010-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01287
Number of participants with account balances2010-01-01286
2009: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01299
Total number of active participants reported on line 7a of the Form 55002009-01-01173
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01134
Total of all active and inactive participants2009-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01309
Number of participants with account balances2009-01-01309

Financial Data on TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC.

Measure Date Value
2022 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,307,790
Total unrealized appreciation/depreciation of assets2022-12-31$-1,307,790
Total income from all sources (including contributions)2022-12-31$-571,171
Total of all expenses incurred2022-12-31$280,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$278,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$683,334
Value of total assets at end of year2022-12-31$9,422,541
Value of total assets at beginning of year2022-12-31$10,274,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,267
Total interest from all sources2022-12-31$53,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$237,505
Participant contributions at end of year2022-12-31$121,403
Participant contributions at beginning of year2022-12-31$133,830
Participant contributions at end of year2022-12-31$6,858
Participant contributions at beginning of year2022-12-31$6,858
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-851,577
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,422,541
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,274,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,267
Value of interest in pooled separate accounts at end of year2022-12-31$6,459,129
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,417,113
Interest earned on other investments2022-12-31$53,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,735,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,643,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$422,269
Employer contributions (assets) at end of year2022-12-31$99,273
Employer contributions (assets) at beginning of year2022-12-31$72,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$278,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2022-12-31223849589
2021 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,149,232
Total unrealized appreciation/depreciation of assets2021-12-31$1,149,232
Total income from all sources (including contributions)2021-12-31$1,905,639
Total of all expenses incurred2021-12-31$756,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$752,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$694,090
Value of total assets at end of year2021-12-31$10,274,118
Value of total assets at beginning of year2021-12-31$9,124,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,462
Total interest from all sources2021-12-31$62,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$229,566
Participant contributions at end of year2021-12-31$133,830
Participant contributions at beginning of year2021-12-31$162,523
Participant contributions at end of year2021-12-31$6,858
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,157
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$1,149,251
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,274,118
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,124,867
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$3,462
Value of interest in pooled separate accounts at end of year2021-12-31$7,417,113
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,377,403
Interest earned on other investments2021-12-31$62,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,643,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,584,941
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$460,367
Employer contributions (assets) at end of year2021-12-31$72,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$752,926
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2021-12-31223849589
2020 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$804,950
Total unrealized appreciation/depreciation of assets2020-12-31$804,950
Total income from all sources (including contributions)2020-12-31$1,482,134
Total of all expenses incurred2020-12-31$532,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$528,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$618,599
Value of total assets at end of year2020-12-31$9,124,867
Value of total assets at beginning of year2020-12-31$8,175,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,624
Total interest from all sources2020-12-31$58,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$177,355
Participant contributions at end of year2020-12-31$162,523
Participant contributions at beginning of year2020-12-31$232,208
Participant contributions at beginning of year2020-12-31$7,211
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$949,734
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,124,867
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,175,133
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$3,624
Value of interest in pooled separate accounts at end of year2020-12-31$6,377,403
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,219,311
Interest earned on other investments2020-12-31$58,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,584,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,521,613
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$441,244
Employer contributions (assets) at beginning of year2020-12-31$194,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$528,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2020-12-31223849589
2019 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$992,373
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$992,373
Total unrealized appreciation/depreciation of assets2019-12-31$992,373
Total unrealized appreciation/depreciation of assets2019-12-31$992,373
Total income from all sources (including contributions)2019-12-31$2,455,583
Total income from all sources (including contributions)2019-12-31$2,455,583
Total of all expenses incurred2019-12-31$1,419,162
Total of all expenses incurred2019-12-31$1,419,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,416,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,416,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,398,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,398,581
Value of total assets at end of year2019-12-31$8,175,133
Value of total assets at end of year2019-12-31$8,175,133
Value of total assets at beginning of year2019-12-31$7,138,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,664
Total interest from all sources2019-12-31$64,629
Total interest from all sources2019-12-31$64,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$199,535
Contributions received from participants2019-12-31$199,535
Participant contributions at end of year2019-12-31$232,208
Participant contributions at end of year2019-12-31$232,208
Participant contributions at beginning of year2019-12-31$256,547
Participant contributions at end of year2019-12-31$7,211
Participant contributions at end of year2019-12-31$7,211
Participant contributions at beginning of year2019-12-31$15,907
Participant contributions at beginning of year2019-12-31$15,907
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$878,166
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$878,166
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
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$1,036,421
Value of net income/loss2019-12-31$1,036,421
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,175,133
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,175,133
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,138,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,664
Investment advisory and management fees2019-12-31$2,664
Value of interest in pooled separate accounts at end of year2019-12-31$5,219,311
Value of interest in pooled separate accounts at end of year2019-12-31$5,219,311
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,312,194
Interest earned on other investments2019-12-31$64,629
Interest earned on other investments2019-12-31$64,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,521,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,521,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,292,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$320,880
Contributions received in cash from employer2019-12-31$320,880
Employer contributions (assets) at end of year2019-12-31$194,790
Employer contributions (assets) at beginning of year2019-12-31$261,511
Employer contributions (assets) at beginning of year2019-12-31$261,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,416,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,416,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2019-12-31223849589
Accountancy firm EIN2019-12-31223849589
2018 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-267,149
Total unrealized appreciation/depreciation of assets2018-12-31$-267,149
Total income from all sources (including contributions)2018-12-31$4,170,756
Total of all expenses incurred2018-12-31$284,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$283,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,390,007
Value of total assets at end of year2018-12-31$7,138,712
Value of total assets at beginning of year2018-12-31$3,252,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,349
Total interest from all sources2018-12-31$47,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$221,500
Participant contributions at end of year2018-12-31$256,547
Participant contributions at beginning of year2018-12-31$56,709
Participant contributions at end of year2018-12-31$15,907
Participant contributions at beginning of year2018-12-31$88,232
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,906,996
Administrative expenses (other) incurred2018-12-31$1,349
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$3,886,130
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,138,712
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,252,582
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
Value of interest in pooled separate accounts at end of year2018-12-31$4,312,194
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,777,694
Interest earned on other investments2018-12-31$47,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,292,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,315,947
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$261,511
Employer contributions (assets) at end of year2018-12-31$261,511
Employer contributions (assets) at beginning of year2018-12-31$14,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$283,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2018-12-31223849589
2017 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$215,208
Total unrealized appreciation/depreciation of assets2017-12-31$215,208
Total income from all sources (including contributions)2017-12-31$537,133
Total of all expenses incurred2017-12-31$140,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$137,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$287,302
Value of total assets at end of year2017-12-31$3,252,582
Value of total assets at beginning of year2017-12-31$2,855,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,042
Total interest from all sources2017-12-31$34,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$56,709
Participant contributions at beginning of year2017-12-31$48,339
Participant contributions at end of year2017-12-31$88,232
Participant contributions at beginning of year2017-12-31$27,470
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,539
Administrative expenses (other) incurred2017-12-31$2,042
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$397,128
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,252,582
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,855,454
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
Value of interest in pooled separate accounts at end of year2017-12-31$1,777,694
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,570,961
Interest earned on other investments2017-12-31$34,623
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,315,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,208,684
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$237,763
Employer contributions (assets) at end of year2017-12-31$14,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$137,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2017-12-31223849589
2016 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$138,760
Total unrealized appreciation/depreciation of assets2016-12-31$138,760
Total income from all sources (including contributions)2016-12-31$396,029
Total of all expenses incurred2016-12-31$100,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$98,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$230,572
Value of total assets at end of year2016-12-31$2,855,454
Value of total assets at beginning of year2016-12-31$2,560,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,906
Total interest from all sources2016-12-31$26,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$216,514
Participant contributions at end of year2016-12-31$48,339
Participant contributions at beginning of year2016-12-31$58,448
Participant contributions at end of year2016-12-31$27,470
Participant contributions at beginning of year2016-12-31$9,015
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,058
Administrative expenses (other) incurred2016-12-31$1,906
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$295,436
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,855,454
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,560,018
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
Value of interest in pooled separate accounts at end of year2016-12-31$1,570,961
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,549,200
Interest earned on other investments2016-12-31$26,697
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,208,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$943,355
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$98,687
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2016-12-31223849589
2015 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-19,804
Total unrealized appreciation/depreciation of assets2015-12-31$-19,804
Total income from all sources (including contributions)2015-12-31$236,915
Total of all expenses incurred2015-12-31$402,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$400,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$230,577
Value of total assets at end of year2015-12-31$2,560,018
Value of total assets at beginning of year2015-12-31$2,725,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,171
Total interest from all sources2015-12-31$26,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$209,649
Participant contributions at end of year2015-12-31$58,448
Participant contributions at beginning of year2015-12-31$45,817
Participant contributions at end of year2015-12-31$9,015
Participant contributions at beginning of year2015-12-31$7,065
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,928
Administrative expenses (other) incurred2015-12-31$1,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-165,220
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,560,018
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,725,238
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
Value of interest in pooled separate accounts at end of year2015-12-31$1,549,200
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,727,433
Interest earned on other investments2015-12-31$26,142
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$943,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$944,923
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$400,964
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 name2015-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2015-12-31223849589
2014 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$106,172
Total unrealized appreciation/depreciation of assets2014-12-31$106,172
Total income from all sources (including contributions)2014-12-31$343,503
Total of all expenses incurred2014-12-31$161,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$161,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$212,614
Value of total assets at end of year2014-12-31$2,725,238
Value of total assets at beginning of year2014-12-31$2,543,254
Total interest from all sources2014-12-31$24,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$209,868
Participant contributions at end of year2014-12-31$45,817
Participant contributions at beginning of year2014-12-31$48,657
Participant contributions at end of year2014-12-31$7,065
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,746
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$181,984
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,725,238
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,543,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,727,433
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,592,220
Interest earned on other investments2014-12-31$24,717
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$944,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$902,377
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$161,519
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 name2014-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2014-12-31223849589
2013 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$267,423
Total unrealized appreciation/depreciation of assets2013-12-31$267,423
Total income from all sources (including contributions)2013-12-31$504,787
Total of all expenses incurred2013-12-31$85,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$85,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$212,580
Value of total assets at end of year2013-12-31$2,543,254
Value of total assets at beginning of year2013-12-31$2,124,332
Total interest from all sources2013-12-31$24,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$212,447
Participant contributions at end of year2013-12-31$48,657
Participant contributions at beginning of year2013-12-31$56,159
Participant contributions at beginning of year2013-12-31$2,351
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$133
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$418,922
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,543,254
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,124,332
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 pooled separate accounts at end of year2013-12-31$1,592,220
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,239,883
Interest earned on other investments2013-12-31$24,784
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$902,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$825,939
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$85,865
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 name2013-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2013-12-31223849589
2012 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$118,180
Total unrealized appreciation/depreciation of assets2012-12-31$118,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,023
Total income from all sources (including contributions)2012-12-31$354,861
Total of all expenses incurred2012-12-31$115,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$115,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$212,833
Value of total assets at end of year2012-12-31$2,124,332
Value of total assets at beginning of year2012-12-31$1,892,239
Total interest from all sources2012-12-31$23,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$211,899
Participant contributions at end of year2012-12-31$56,159
Participant contributions at beginning of year2012-12-31$40,882
Participant contributions at end of year2012-12-31$2,351
Participant contributions at beginning of year2012-12-31$15,546
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,598
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$239,116
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,124,332
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,885,216
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 pooled separate accounts at end of year2012-12-31$1,239,883
Value of interest in pooled separate accounts at beginning of year2012-12-31$997,653
Interest earned on other investments2012-12-31$23,848
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$825,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$835,560
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$115,745
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,023
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCINTEE FUSARO DEL CORRAL, LLC
Accountancy firm EIN2012-12-31223849589
2011 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-15,682
Total unrealized appreciation/depreciation of assets2011-12-31$-15,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,023
Total income from all sources (including contributions)2011-12-31$196,920
Total of all expenses incurred2011-12-31$104,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$104,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$184,649
Value of total assets at end of year2011-12-31$1,892,239
Value of total assets at beginning of year2011-12-31$1,792,511
Total interest from all sources2011-12-31$27,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$184,649
Participant contributions at end of year2011-12-31$40,882
Participant contributions at beginning of year2011-12-31$48,864
Participant contributions at end of year2011-12-31$15,546
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,598
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$92,705
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,885,216
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,792,511
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 pooled separate accounts at end of year2011-12-31$997,653
Value of interest in pooled separate accounts at beginning of year2011-12-31$884,403
Interest earned on other investments2011-12-31$27,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$835,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$859,244
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$104,215
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,023
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 name2011-12-31MCINTEE FUSARO & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31223849589
2010 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$95,169
Total unrealized appreciation/depreciation of assets2010-12-31$95,169
Total income from all sources (including contributions)2010-12-31$348,798
Total of all expenses incurred2010-12-31$107,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$107,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$225,285
Value of total assets at end of year2010-12-31$1,792,511
Value of total assets at beginning of year2010-12-31$1,550,729
Total interest from all sources2010-12-31$28,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$199,864
Participant contributions at end of year2010-12-31$48,864
Participant contributions at beginning of year2010-12-31$55,672
Participant contributions at beginning of year2010-12-31$20,074
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,421
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$241,782
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,792,511
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,550,729
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 pooled separate accounts at end of year2010-12-31$884,403
Value of interest in pooled separate accounts at beginning of year2010-12-31$612,109
Interest earned on other investments2010-12-31$28,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$859,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$862,874
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$107,016
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 name2010-12-31MCINTEE FUSARO & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31223849589

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC.

2022: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052685
Policy instance 1
Insurance contract or identification number052685
Number of Individuals Covered438
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $307
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees307
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052685-J
Policy instance 1
Insurance contract or identification number052685-J
Number of Individuals Covered320
Total amount of fees paid to insurance companyUSD $4,772
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4772
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052685-J
Policy instance 1
Insurance contract or identification number052685-J
Number of Individuals Covered349
Total amount of fees paid to insurance companyUSD $4,772
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4772
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052685-J
Policy instance 1
Insurance contract or identification number052685-J
Number of Individuals Covered346
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $8,436
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8436
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052685-J
Policy instance 1
Insurance contract or identification number052685-J
Number of Individuals Covered358
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $1,059
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1059
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052685-J
Policy instance 1
Insurance contract or identification number052685-J
Number of Individuals Covered214
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $1,066
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1066
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE

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