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EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE ARC OF HUNTERDON COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF HUNTERDON COUNTY, INC.
Employer identification number (EIN):221659502
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01COLLEEN DENNIS COLLEEN DENNIS2018-12-18
0012016-07-01COLLEEN DENNIS COLLEEN DENNIS2018-01-16
0012015-07-01COLLEEN DENNIS COLLEEN DENNIS2017-01-30
0012014-07-01COLLEEN DENNIS
0012013-07-01COLLEEN DENNIS
0012012-07-01COLLEEN DENNIS COLLEEN DENNIS2014-04-03
0012011-07-01COLLEEN DENNIS
0012010-07-01COLLEEN DENNIS
0012009-07-01COLLEEN DENNIS
0012008-07-01COLLEEN DENNIS

Plan Statistics for EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2021 401k membership
Total participants, beginning-of-year2021-07-01347
Total number of active participants reported on line 7a of the Form 55002021-07-01252
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01130
Total of all active and inactive participants2021-07-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01383
Number of participants with account balances2021-07-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-019
2020: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2020 401k membership
Total participants, beginning-of-year2020-07-01323
Total number of active participants reported on line 7a of the Form 55002020-07-01231
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01114
Total of all active and inactive participants2020-07-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01347
Number of participants with account balances2020-07-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
2019: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2019 401k membership
Total participants, beginning-of-year2019-07-01304
Total number of active participants reported on line 7a of the Form 55002019-07-01315
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-018
Total of all active and inactive participants2019-07-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01323
Number of participants with account balances2019-07-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-012
2018: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2018 401k membership
Total participants, beginning-of-year2018-07-01336
Total number of active participants reported on line 7a of the Form 55002018-07-01270
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0134
Total of all active and inactive participants2018-07-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01304
Number of participants with account balances2018-07-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0131
2017: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2017 401k membership
Total participants, beginning-of-year2017-07-01336
Total number of active participants reported on line 7a of the Form 55002017-07-01284
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0128
Total of all active and inactive participants2017-07-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01313
Number of participants with account balances2017-07-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0130
2016: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2016 401k membership
Total participants, beginning-of-year2016-07-01332
Total number of active participants reported on line 7a of the Form 55002016-07-01304
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0119
Total of all active and inactive participants2016-07-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01323
Number of participants with account balances2016-07-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2015 401k membership
Total participants, beginning-of-year2015-07-01314
Total number of active participants reported on line 7a of the Form 55002015-07-01296
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0121
Total of all active and inactive participants2015-07-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01317
Number of participants with account balances2015-07-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0112
2014: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2014 401k membership
Total participants, beginning-of-year2014-07-01277
Total number of active participants reported on line 7a of the Form 55002014-07-01269
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0123
Total of all active and inactive participants2014-07-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01292
Number of participants with account balances2014-07-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2013 401k membership
Total participants, beginning-of-year2013-07-01244
Total number of active participants reported on line 7a of the Form 55002013-07-01234
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0124
Total of all active and inactive participants2013-07-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01258
Number of participants with account balances2013-07-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2012 401k membership
Total participants, beginning-of-year2012-07-01192
Total number of active participants reported on line 7a of the Form 55002012-07-01190
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0131
Total of all active and inactive participants2012-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01223
Number of participants with account balances2012-07-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
2011: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2011 401k membership
Total participants, beginning-of-year2011-07-01182
Total number of active participants reported on line 7a of the Form 55002011-07-01155
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0124
Total of all active and inactive participants2011-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01180
Number of participants with account balances2011-07-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0110
2010: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2010 401k membership
Total participants, beginning-of-year2010-07-01163
Total number of active participants reported on line 7a of the Form 55002010-07-01144
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0121
Total of all active and inactive participants2010-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01165
Number of participants with account balances2010-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-013
2009: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2009 401k membership
Total participants, beginning-of-year2009-07-01151
Total number of active participants reported on line 7a of the Form 55002009-07-01126
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0121
Total of all active and inactive participants2009-07-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01147
Number of participants with account balances2009-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-019
2008: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2008 401k membership
Total participants, beginning-of-year2008-07-01131
Total number of active participants reported on line 7a of the Form 55002008-07-01109
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-0130
Total of all active and inactive participants2008-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-011
Total participants2008-07-01140
Number of participants with account balances2008-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-017

Financial Data on EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$164,990
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$280,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$277,541
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$698,894
Value of total assets at end of year2022-06-30$3,782,021
Value of total assets at beginning of year2022-06-30$3,897,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$3,346
Total interest from all sources2022-06-30$4,903
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$293,021
Participant contributions at end of year2022-06-30$104,216
Participant contributions at beginning of year2022-06-30$114,946
Participant contributions at end of year2022-06-30$10,402
Participant contributions at beginning of year2022-06-30$9,846
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$15,710
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$3,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-115,897
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,782,021
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,897,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$0
Value of interest in pooled separate accounts at end of year2022-06-30$3,574,938
Value of interest in pooled separate accounts at beginning of year2022-06-30$3,695,410
Interest on participant loans2022-06-30$4,466
Interest earned on other investments2022-06-30$437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$74,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$64,079
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-538,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$390,163
Employer contributions (assets) at end of year2022-06-30$17,582
Employer contributions (assets) at beginning of year2022-06-30$13,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$277,541
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30NISIVOCCIA LLP
Accountancy firm EIN2022-06-30221914888
2021 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,412,409
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$133,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$129,869
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$594,608
Value of total assets at end of year2021-06-30$3,897,918
Value of total assets at beginning of year2021-06-30$2,619,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$3,645
Total interest from all sources2021-06-30$4,471
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$236,339
Participant contributions at end of year2021-06-30$114,946
Participant contributions at beginning of year2021-06-30$99,135
Participant contributions at end of year2021-06-30$9,846
Participant contributions at beginning of year2021-06-30$8,193
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$4,654
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$3,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,278,895
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,897,918
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,619,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,695,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,458,423
Interest on participant loans2021-06-30$4,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$64,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$40,712
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$813,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$353,615
Employer contributions (assets) at end of year2021-06-30$13,637
Employer contributions (assets) at beginning of year2021-06-30$12,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$129,869
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30NISIVOCCIA LLP
Accountancy firm EIN2021-06-30221914888
2020 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets from this plan2020-06-30$176,526
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$24,800
Total income from all sources (including contributions)2020-06-30$466,984
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$375,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$345,683
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$477,010
Value of total assets at end of year2020-06-30$2,619,023
Value of total assets at beginning of year2020-06-30$2,729,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$30,137
Total interest from all sources2020-06-30$5,368
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$300,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$140,257
Participant contributions at end of year2020-06-30$99,135
Participant contributions at beginning of year2020-06-30$125,450
Participant contributions at end of year2020-06-30$8,193
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$235,710
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$12,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$24,800
Administrative expenses (other) incurred2020-06-30$30,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$91,164
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,619,023
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,704,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,458,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,329,292
Interest on participant loans2020-06-30$5,152
Interest earned on other investments2020-06-30$216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$21,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$21,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$40,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$-15,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$323,911
Employer contributions (assets) at end of year2020-06-30$12,560
Employer contributions (assets) at beginning of year2020-06-30$17,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$345,683
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30NISIVOCCIA LLP
Accountancy firm EIN2020-06-30221914888
2019 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$35,097
Total unrealized appreciation/depreciation of assets2019-06-30$35,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$24,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$13,900
Total income from all sources (including contributions)2019-06-30$428,855
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$376,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$327,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$264,617
Value of total assets at end of year2019-06-30$2,729,185
Value of total assets at beginning of year2019-06-30$2,665,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$48,748
Total interest from all sources2019-06-30$5,254
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$112,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$112,012
Administrative expenses professional fees incurred2019-06-30$48,748
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$300,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$125,450
Participant contributions at beginning of year2019-06-30$129,269
Assets. Other investments not covered elsewhere at end of year2019-06-30$235,710
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$200,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$24,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$13,900
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$34,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$52,831
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,704,385
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,651,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,329,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,274,329
Interest on participant loans2019-06-30$5,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$21,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$11,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$264,617
Employer contributions (assets) at end of year2019-06-30$17,155
Employer contributions (assets) at beginning of year2019-06-30$24,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$327,276
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30NISIVOCCIA LLP
Accountancy firm EIN2019-06-30221914888
2018 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$10,730
Total unrealized appreciation/depreciation of assets2018-06-30$10,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$13,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$13,112
Total income from all sources (including contributions)2018-06-30$441,180
Total loss/gain on sale of assets2018-06-30$9,335
Total of all expenses incurred2018-06-30$262,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$213,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$232,336
Value of total assets at end of year2018-06-30$2,665,454
Value of total assets at beginning of year2018-06-30$2,486,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$48,993
Total interest from all sources2018-06-30$3,685
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$105,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$104,889
Administrative expenses professional fees incurred2018-06-30$48,993
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$250,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$129,269
Participant contributions at beginning of year2018-06-30$103,419
Assets. Other investments not covered elsewhere at end of year2018-06-30$200,683
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$190,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$13,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$13,112
Total non interest bearing cash at end of year2018-06-30$34,798
Total non interest bearing cash at beginning of year2018-06-30$29,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$178,208
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,651,554
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,473,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,274,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,139,289
Interest on participant loans2018-06-30$3,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$80,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$232,336
Employer contributions (assets) at end of year2018-06-30$24,662
Employer contributions (assets) at beginning of year2018-06-30$10,097
Income. Dividends from common stock2018-06-30$137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$213,979
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$11,718
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$14,671
Aggregate carrying amount (costs) on sale of assets2018-06-30$5,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30NISIVOCCIA LLP
Accountancy firm EIN2018-06-30221914888
2017 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$13,498
Total unrealized appreciation/depreciation of assets2017-06-30$13,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$13,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$10,807
Total income from all sources (including contributions)2017-06-30$507,237
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$363,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$323,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$215,873
Value of total assets at end of year2017-06-30$2,486,458
Value of total assets at beginning of year2017-06-30$2,340,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$39,874
Total interest from all sources2017-06-30$3,451
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$73,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$73,651
Administrative expenses professional fees incurred2017-06-30$39,874
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$250,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$103,419
Participant contributions at beginning of year2017-06-30$93,687
Assets. Other investments not covered elsewhere at end of year2017-06-30$190,023
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$174,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$13,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$10,807
Total non interest bearing cash at end of year2017-06-30$29,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$144,113
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,473,346
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,329,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,139,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,038,513
Interest on participant loans2017-06-30$2,939
Interest earned on other investments2017-06-30$493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$200,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$215,873
Employer contributions (assets) at end of year2017-06-30$10,097
Employer contributions (assets) at beginning of year2017-06-30$21,925
Income. Dividends from common stock2017-06-30$260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$323,250
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$11,718
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$8,699
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30NISIVOCCIA LLP
Accountancy firm EIN2017-06-30221914888
2016 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$5,833
Total unrealized appreciation/depreciation of assets2016-06-30$5,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$10,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$20,892
Total income from all sources (including contributions)2016-06-30$222,373
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$62,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$37,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$208,675
Value of total assets at end of year2016-06-30$2,340,040
Value of total assets at beginning of year2016-06-30$2,189,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$24,140
Total interest from all sources2016-06-30$2,460
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$86,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$85,785
Administrative expenses professional fees incurred2016-06-30$24,140
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$200,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$93,687
Participant contributions at beginning of year2016-06-30$85,147
Assets. Other investments not covered elsewhere at end of year2016-06-30$174,278
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$169,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$10,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$20,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$160,279
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,329,233
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,168,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,038,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,902,395
Interest on participant loans2016-06-30$2,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$2,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$2,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-80,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$208,675
Employer contributions (assets) at end of year2016-06-30$21,925
Employer contributions (assets) at beginning of year2016-06-30$22,413
Income. Dividends from common stock2016-06-30$236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$37,954
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$8,699
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$7,506
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$9
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30NISIVOCCIA LLP
Accountancy firm EIN2016-06-30221914888
2015 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$6,199
Total unrealized appreciation/depreciation of assets2015-06-30$6,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$20,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$30,461
Total income from all sources (including contributions)2015-06-30$226,993
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$147,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$123,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$189,327
Value of total assets at end of year2015-06-30$2,189,846
Value of total assets at beginning of year2015-06-30$2,119,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$23,389
Total interest from all sources2015-06-30$2,513
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$103,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$103,742
Administrative expenses professional fees incurred2015-06-30$3,624
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$220,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$85,147
Participant contributions at beginning of year2015-06-30$80,303
Assets. Other investments not covered elsewhere at end of year2015-06-30$169,708
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$164,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$20,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$30,452
Administrative expenses (other) incurred2015-06-30$19,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$79,891
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,168,954
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,089,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,902,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,845,504
Interest on participant loans2015-06-30$2,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$2,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$5,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$5,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-74,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$189,327
Employer contributions (assets) at end of year2015-06-30$22,413
Employer contributions (assets) at beginning of year2015-06-30$16,892
Income. Dividends from common stock2015-06-30$206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$123,713
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$7,506
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$7,089
Liabilities. Value of benefit claims payable at end of year2015-06-30$9
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$9
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30EISNERAMPER LLP
Accountancy firm EIN2015-06-30131639826
2014 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$21,820
Total unrealized appreciation/depreciation of assets2014-06-30$21,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$30,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$32,138
Total income from all sources (including contributions)2014-06-30$435,400
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$249,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$207,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$175,130
Value of total assets at end of year2014-06-30$2,119,524
Value of total assets at beginning of year2014-06-30$1,935,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$42,672
Total interest from all sources2014-06-30$2,423
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$66,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$65,824
Administrative expenses professional fees incurred2014-06-30$23,515
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$200,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$80,303
Participant contributions at beginning of year2014-06-30$81,794
Assets. Other investments not covered elsewhere at end of year2014-06-30$164,066
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$143,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$30,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$32,129
Administrative expenses (other) incurred2014-06-30$19,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$185,722
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,089,063
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,903,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,845,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,681,307
Interest on participant loans2014-06-30$2,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$5,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$170,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$175,130
Employer contributions (assets) at end of year2014-06-30$16,892
Employer contributions (assets) at beginning of year2014-06-30$20,140
Income. Dividends from common stock2014-06-30$182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$207,006
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$7,089
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$5,872
Liabilities. Value of benefit claims payable at end of year2014-06-30$9
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$9
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30EISNERAMPER LLP
Accountancy firm EIN2014-06-30131639826
2013 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$15,058
Total unrealized appreciation/depreciation of assets2013-06-30$15,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$32,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$40,535
Total income from all sources (including contributions)2013-06-30$310,609
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$102,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$71,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$150,370
Value of total assets at end of year2013-06-30$1,935,479
Value of total assets at beginning of year2013-06-30$1,735,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$31,383
Total interest from all sources2013-06-30$2,198
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$62,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$62,693
Administrative expenses professional fees incurred2013-06-30$12,326
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$200,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$81,794
Participant contributions at beginning of year2013-06-30$54,298
Assets. Other investments not covered elsewhere at end of year2013-06-30$143,533
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$129,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$3,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$32,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$40,144
Administrative expenses (other) incurred2013-06-30$19,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$208,038
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,903,341
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,695,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,681,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,525,144
Interest on participant loans2013-06-30$2,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$80,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$150,370
Employer contributions (assets) at end of year2013-06-30$20,140
Employer contributions (assets) at beginning of year2013-06-30$17,947
Income. Dividends from common stock2013-06-30$151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$71,188
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$5,872
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$5,200
Liabilities. Value of benefit claims payable at end of year2013-06-30$9
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$391
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30EISNERAMPER LLP
Accountancy firm EIN2013-06-30131639826
2012 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$5,788
Total unrealized appreciation/depreciation of assets2012-06-30$5,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$40,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$19,056
Total income from all sources (including contributions)2012-06-30$189,104
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$117,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$85,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$140,247
Value of total assets at end of year2012-06-30$1,735,838
Value of total assets at beginning of year2012-06-30$1,642,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$31,854
Total interest from all sources2012-06-30$2,574
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$55,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$55,560
Administrative expenses professional fees incurred2012-06-30$19,600
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$200,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$54,298
Participant contributions at beginning of year2012-06-30$86,676
Assets. Other investments not covered elsewhere at end of year2012-06-30$129,218
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$124,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$3,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$40,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$18,350
Administrative expenses (other) incurred2012-06-30$12,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$71,428
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,695,303
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,623,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,525,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,418,375
Interest on participant loans2012-06-30$2,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-15,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$140,247
Employer contributions (assets) at end of year2012-06-30$17,947
Employer contributions (assets) at beginning of year2012-06-30$7,833
Income. Dividends from common stock2012-06-30$129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$85,822
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$5,200
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$4,420
Liabilities. Value of benefit claims payable at end of year2012-06-30$391
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$706
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30EISNERAMPER LLP
Accountancy firm EIN2012-06-30131639826
2011 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$21,990
Total unrealized appreciation/depreciation of assets2011-06-30$21,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$19,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$23,241
Total income from all sources (including contributions)2011-06-30$354,400
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$92,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$63,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$140,868
Value of total assets at end of year2011-06-30$1,642,931
Value of total assets at beginning of year2011-06-30$1,385,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$29,214
Total interest from all sources2011-06-30$3,514
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$48,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$48,203
Administrative expenses professional fees incurred2011-06-30$18,350
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$86,676
Participant contributions at beginning of year2011-06-30$85,201
Assets. Other investments not covered elsewhere at end of year2011-06-30$124,280
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$102,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$18,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$22,850
Administrative expenses (other) incurred2011-06-30$10,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$262,029
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,623,875
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,361,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,418,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,175,050
Interest on participant loans2011-06-30$3,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$139,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$140,868
Employer contributions (assets) at end of year2011-06-30$7,833
Employer contributions (assets) at beginning of year2011-06-30$16,706
Income. Dividends from common stock2011-06-30$104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$63,157
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$4,420
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$3,912
Liabilities. Value of benefit claims payable at end of year2011-06-30$706
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$391
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30EISNERAMPER
Accountancy firm EIN2011-06-30131639826
2010 : EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY

2021: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2008: EMPLOYEE BENEFIT PLAN OF THE ARC OF HUNTERDON COUNTY 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053400F
Policy instance 1
Insurance contract or identification number053400F
Number of Individuals Covered383
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,424
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8424
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 number053400F
Policy instance 1
Insurance contract or identification number053400F
Number of Individuals Covered347
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,424
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8424
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 number053400F
Policy instance 1
Insurance contract or identification number053400F
Number of Individuals Covered323
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 Administration1
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number91833
Policy instance 1
Insurance contract or identification number91833
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $505
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
Commission paid to Insurance BrokerUSD $423
Insurance broker organization code?4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number91833
Policy instance 1
Insurance contract or identification number91833
Number of Individuals Covered2
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number01-91833
Policy instance 1
Insurance contract or identification number01-91833
Number of Individuals Covered2
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number01-91833
Policy instance 1
Insurance contract or identification number01-91833
Number of Individuals Covered2
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number01-91833
Policy instance 1
Insurance contract or identification number01-91833
Number of Individuals Covered2
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number01-91833
Policy instance 1
Insurance contract or identification number01-91833
Number of Individuals Covered2
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number01-91833
Policy instance 1
Insurance contract or identification number01-91833
Number of Individuals Covered2
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number01-91833
Policy instance 1
Insurance contract or identification number01-91833
Number of Individuals Covered2
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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

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