ASSOCIATION OF SOCIAL WORK BOARDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FLEXIBLE ANNUITY DC PLAN OF ASSOCIATION OF SOCIAL WORK BOARDS
401k plan membership statisitcs for FLEXIBLE ANNUITY DC PLAN OF ASSOCIATION OF SOCIAL WORK BOARDS
| Measure | Date | Value |
|---|
| 2012: FLEXIBLE ANNUITY DC PLAN OF ASSOCIATION OF SOCIAL WORK BOARDS 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 34 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 40 |
| Number of participants with account balances | 2012-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: FLEXIBLE ANNUITY DC PLAN OF ASSOCIATION OF SOCIAL WORK BOARDS 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 34 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 39 |
| Number of participants with account balances | 2011-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: FLEXIBLE ANNUITY DC PLAN OF ASSOCIATION OF SOCIAL WORK BOARDS 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 38 |
| Number of participants with account balances | 2009-01-01 | 38 |
| Measure | Date | Value |
|---|
| 2012 : FLEXIBLE ANNUITY DC PLAN OF ASSOCIATION OF SOCIAL WORK BOARDS 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $241,391 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,955 |
| Total plan assets at end of year | 2012-12-31 | $1,643,864 |
| Total plan assets at beginning of year | 2012-12-31 | $1,408,428 |
| Value of fidelity bond covering the plan | 2012-12-31 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,955 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $2,811 |
| Other income received | 2012-12-31 | $66,696 |
| Net income (gross income less expenses) | 2012-12-31 | $235,436 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,643,864 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,408,428 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $171,884 |
| 2011 : FLEXIBLE ANNUITY DC PLAN OF ASSOCIATION OF SOCIAL WORK BOARDS 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $176,498 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $47,141 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $46,806 |
| Total plan assets at end of year | 2011-12-31 | $1,408,428 |
| Total plan assets at beginning of year | 2011-12-31 | $1,279,071 |
| Value of fidelity bond covering the plan | 2011-12-31 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $335 |
| Other income received | 2011-12-31 | $21,587 |
| Net income (gross income less expenses) | 2011-12-31 | $129,357 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,408,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,279,071 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $154,911 |
| 2010 : FLEXIBLE ANNUITY DC PLAN OF ASSOCIATION OF SOCIAL WORK BOARDS 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $236,809 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $23,551 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $23,041 |
| Total plan assets at end of year | 2010-12-31 | $1,279,071 |
| Total plan assets at beginning of year | 2010-12-31 | $1,065,813 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $510 |
| Other income received | 2010-12-31 | $95,173 |
| Net income (gross income less expenses) | 2010-12-31 | $213,258 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,279,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,065,813 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $141,636 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053681-G |
| Policy instance | 1 |
| Insurance contract or identification number | 053681-G | | Number of Individuals Covered | 40 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $188 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 57 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | STEVEN MCGREGOR |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053681-G |
| Policy instance | 1 |
| Insurance contract or identification number | 053681-G | | Number of Individuals Covered | 39 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $211 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053681-G |
| Policy instance | 1 |
| Insurance contract or identification number | 053681-G | | Number of Individuals Covered | 35 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $150 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 24 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT GIORGI |
|
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