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SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 401k Plan overview

Plan NameSPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES
Plan identification number 001

SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

SPECIAL PEOPLE IN NORTHEAST, INC. has sponsored the creation of one or more 401k plans.

Company Name:SPECIAL PEOPLE IN NORTHEAST, INC.
Employer identification number (EIN):231742920
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD T. GREENFIELD
0012016-01-01RICHARD T. GREENFIELD
0012015-01-01RICHARD GREENFIELD RICHARD GREENFIELD2016-10-14
0012014-01-01RICHARD GREENFIELD RICHARD GREENFIELD2015-10-14
0012013-01-01RICHARD GREENFIELD RICHARD GREENFIELD2014-10-08
0012012-01-01DONNA HYDE DONNA HYDE2013-10-09
0012011-01-01DONNA HYDE DONNA HYDE2013-07-26
0012010-01-01DONNA HYDE
0012009-01-01DONNA HYDE
0012009-01-01DONNA HYDE

Plan Statistics for SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES

401k plan membership statisitcs for SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES

Measure Date Value
2022: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-011,266
Total number of active participants reported on line 7a of the Form 55002022-01-011,094
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01152
Total of all active and inactive participants2022-01-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,247
Number of participants with account balances2022-01-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-011,277
Total number of active participants reported on line 7a of the Form 55002021-01-011,102
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01163
Total of all active and inactive participants2021-01-011,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,266
Number of participants with account balances2021-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-011,355
Total number of active participants reported on line 7a of the Form 55002020-01-011,147
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01130
Total of all active and inactive participants2020-01-011,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,277
Number of participants with account balances2020-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-011,330
Total number of active participants reported on line 7a of the Form 55002019-01-011,236
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01119
Total of all active and inactive participants2019-01-011,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,355
Number of participants with account balances2019-01-01798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-011,323
Total number of active participants reported on line 7a of the Form 55002018-01-011,215
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-011,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,330
Number of participants with account balances2018-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-011,340
Total number of active participants reported on line 7a of the Form 55002017-01-011,220
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01102
Total of all active and inactive participants2017-01-011,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,323
Number of participants with account balances2017-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01275
Total number of active participants reported on line 7a of the Form 55002016-01-011,232
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01107
Total of all active and inactive participants2016-01-011,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,339
Number of participants with account balances2016-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01266
Total number of active participants reported on line 7a of the Form 55002015-01-01240
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01275
Number of participants with account balances2015-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01216
Total number of active participants reported on line 7a of the Form 55002014-01-01214
Number of retired or separated participants receiving benefits2014-01-0132
Total of all active and inactive participants2014-01-01246
Total participants2014-01-01246
Number of participants with account balances2014-01-01241
2013: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01145
Total number of active participants reported on line 7a of the Form 55002013-01-01168
Number of retired or separated participants receiving benefits2013-01-0126
Total of all active and inactive participants2013-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01194
Number of participants with account balances2013-01-01192
2012: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01169
Total number of active participants reported on line 7a of the Form 55002012-01-01155
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01174
Number of participants with account balances2012-01-01171
2011: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01171
Total number of active participants reported on line 7a of the Form 55002011-01-01159
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01169
Number of participants with account balances2011-01-01166
2010: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01168
Total number of active participants reported on line 7a of the Form 55002010-01-01160
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01171
Number of participants with account balances2010-01-01167
2009: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01136
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01168
Total participants2009-01-01168
Number of participants with account balances2009-01-01156

Financial Data on SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES

Measure Date Value
2022 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,111,437
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,029,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,768,710
Expenses. Certain deemed distributions of participant loans2022-12-31$63,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,447,049
Value of total assets at end of year2022-12-31$36,763,518
Value of total assets at beginning of year2022-12-31$42,904,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$196,951
Total interest from all sources2022-12-31$39,073
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$736,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$736,263
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,037,959
Participant contributions at end of year2022-12-31$1,518,585
Participant contributions at beginning of year2022-12-31$1,381,099
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$44,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,140,837
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,763,518
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,904,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$196,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,652,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,858,064
Interest on participant loans2022-12-31$39,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,844,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,996,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,333,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,365,045
Employer contributions (assets) at end of year2022-12-31$747,919
Employer contributions (assets) at beginning of year2022-12-31$668,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,768,710
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31KREISCHER MILLER
Accountancy firm EIN2022-12-31231980475
2021 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,218,953
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,006,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,801,751
Value of total corrective distributions2021-12-31$1,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,078,610
Value of total assets at end of year2021-12-31$42,904,355
Value of total assets at beginning of year2021-12-31$34,691,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$202,826
Total interest from all sources2021-12-31$5,144
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,057,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,057,986
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,821,220
Participant contributions at end of year2021-12-31$1,381,099
Participant contributions at beginning of year2021-12-31$1,375,843
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,865
Administrative expenses (other) incurred2021-12-31$175,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,212,516
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,904,355
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,691,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,858,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,361,994
Interest on participant loans2021-12-31$5,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,996,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,335,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,077,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,228,525
Employer contributions (assets) at end of year2021-12-31$668,311
Employer contributions (assets) at beginning of year2021-12-31$618,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,801,751
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KREISCHER MILLER
Accountancy firm EIN2021-12-31231980475
2020 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,504,083
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,503,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,309,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,815,374
Value of total assets at end of year2020-12-31$34,691,839
Value of total assets at beginning of year2020-12-31$29,691,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$194,042
Total interest from all sources2020-12-31$79,684
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$872,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$872,695
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,645,003
Participant contributions at end of year2020-12-31$1,375,843
Participant contributions at beginning of year2020-12-31$1,467,064
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$59,561
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,232
Administrative expenses (other) incurred2020-12-31$194,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,000,453
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,691,839
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,691,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,361,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,533,882
Interest on participant loans2020-12-31$79,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,335,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,038,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,736,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,152,139
Employer contributions (assets) at end of year2020-12-31$618,725
Employer contributions (assets) at beginning of year2020-12-31$592,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,309,588
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KREISCHER MILLER
Accountancy firm EIN2020-12-31231980475
2019 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,216,691
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,544,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,357,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,616,356
Value of total assets at end of year2019-12-31$29,691,386
Value of total assets at beginning of year2019-12-31$23,019,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$186,368
Total interest from all sources2019-12-31$66,444
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$686,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$686,293
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,549,503
Participant contributions at end of year2019-12-31$1,467,064
Participant contributions at beginning of year2019-12-31$1,266,054
Participant contributions at end of year2019-12-31$59,561
Participant contributions at beginning of year2019-12-31$54,280
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,826
Administrative expenses (other) incurred2019-12-31$8,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,672,349
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,691,386
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,019,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$108,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,533,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,179,292
Interest on participant loans2019-12-31$66,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,038,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$964,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,847,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$990,027
Employer contributions (assets) at end of year2019-12-31$592,182
Employer contributions (assets) at beginning of year2019-12-31$554,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,357,974
Contract administrator fees2019-12-31$69,994
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KREISCHER MILLER
Accountancy firm EIN2019-12-31231980475
2018 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,712,745
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,556,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,389,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,502,627
Value of total assets at end of year2018-12-31$23,019,037
Value of total assets at beginning of year2018-12-31$22,862,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$167,028
Total interest from all sources2018-12-31$58,711
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$674,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$674,047
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$600,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,393,206
Participant contributions at end of year2018-12-31$1,266,054
Participant contributions at beginning of year2018-12-31$1,177,111
Participant contributions at end of year2018-12-31$54,280
Participant contributions at beginning of year2018-12-31$50,952
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$117,132
Administrative expenses (other) incurred2018-12-31$7,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$156,674
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,019,037
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,862,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$96,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,179,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,126,237
Interest on participant loans2018-12-31$58,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$964,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,522,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$992,289
Employer contributions (assets) at end of year2018-12-31$554,664
Employer contributions (assets) at beginning of year2018-12-31$508,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,389,043
Contract administrator fees2018-12-31$63,528
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KREISCHER MILLER
Accountancy firm EIN2018-12-31231980475
2017 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,641,161
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,721,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,566,460
Expenses. Certain deemed distributions of participant loans2017-12-31$3,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,447,015
Value of total assets at end of year2017-12-31$22,862,363
Value of total assets at beginning of year2017-12-31$18,942,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$151,836
Total interest from all sources2017-12-31$47,211
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$629,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$629,162
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,334,896
Participant contributions at end of year2017-12-31$1,177,111
Participant contributions at beginning of year2017-12-31$1,061,993
Participant contributions at end of year2017-12-31$50,952
Participant contributions at beginning of year2017-12-31$57,236
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$197,666
Administrative expenses (other) incurred2017-12-31$4,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,919,600
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,862,363
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,942,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$84,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,126,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,308,746
Interest on participant loans2017-12-31$46,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,517,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$914,453
Employer contributions (assets) at end of year2017-12-31$508,063
Employer contributions (assets) at beginning of year2017-12-31$514,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,566,460
Contract administrator fees2017-12-31$62,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ZELENKOFSKE AXELROD LLC
Accountancy firm EIN2017-12-31233022325
2016 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$6,621,138
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,188,789
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,199,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,187,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,608,412
Value of total assets at end of year2016-12-31$18,942,763
Value of total assets at beginning of year2016-12-31$11,332,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,125
Total interest from all sources2016-12-31$17,282
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$145,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$145,270
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$600,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$722,002
Participant contributions at end of year2016-12-31$1,061,993
Participant contributions at beginning of year2016-12-31$461,014
Participant contributions at end of year2016-12-31$57,236
Participant contributions at beginning of year2016-12-31$174
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$134,479
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$174,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$989,152
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,942,763
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,332,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,308,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,147,830
Interest on participant loans2016-12-31$17,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$458,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$417,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$751,931
Employer contributions (assets) at end of year2016-12-31$514,788
Employer contributions (assets) at beginning of year2016-12-31$265,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,013,080
Contract administrator fees2016-12-31$12,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ZELENKOFSKE AXELROD LLC
Accountancy firm EIN2016-12-31233022325
2015 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$101,685
Total transfer of assets from this plan2015-12-31$57,058
Total income from all sources (including contributions)2015-12-31$1,314,883
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$676,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$669,968
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,374,232
Value of total assets at end of year2015-12-31$11,332,473
Value of total assets at beginning of year2015-12-31$10,649,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,724
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$20,578
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$118,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$118,896
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$750,770
Participant contributions at end of year2015-12-31$461,014
Participant contributions at beginning of year2015-12-31$254,045
Participant contributions at end of year2015-12-31$174
Participant contributions at beginning of year2015-12-31$27,591
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$108,613
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Other income not declared elsewhere2015-12-31$48,437
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$638,191
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,332,473
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,649,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,147,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,717,346
Interest on participant loans2015-12-31$14,942
Interest earned on other investments2015-12-31$5,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$458,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$421,783
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-247,260
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$514,849
Employer contributions (assets) at end of year2015-12-31$265,283
Employer contributions (assets) at beginning of year2015-12-31$228,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$669,968
Contract administrator fees2015-12-31$6,724
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ZELENKOFSKE AXELROD LLC
Accountancy firm EIN2015-12-31233022325
2014 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2014 401k financial data
Total transfer of assets to this plan2014-12-31$67,529
Total income from all sources (including contributions)2014-12-31$1,869,652
Total of all expenses incurred2014-12-31$1,208,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,200,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,339,009
Value of total assets at end of year2014-12-31$10,649,655
Value of total assets at beginning of year2014-12-31$9,920,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,781
Total interest from all sources2014-12-31$15,281
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$155,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$155,351
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$663,079
Participant contributions at end of year2014-12-31$254,045
Participant contributions at beginning of year2014-12-31$253,345
Participant contributions at end of year2014-12-31$27,591
Participant contributions at beginning of year2014-12-31$48,213
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,319
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$83
Other income not declared elsewhere2014-12-31$154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$661,194
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,649,655
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,920,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,717,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,246,676
Interest on participant loans2014-12-31$9,886
Interest earned on other investments2014-12-31$5,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$421,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$372,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$359,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$659,611
Employer contributions (assets) at end of year2014-12-31$228,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,200,594
Contract administrator fees2014-12-31$7,781
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ZELENKOFSKE AXELROD LLC
Accountancy firm EIN2014-12-31233022325
2013 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2013 401k financial data
Total transfer of assets to this plan2013-12-31$165,845
Total transfer of assets from this plan2013-12-31$26,794
Total income from all sources (including contributions)2013-12-31$2,561,933
Total of all expenses incurred2013-12-31$1,068,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,058,022
Expenses. Certain deemed distributions of participant loans2013-12-31$4,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,093,106
Value of total assets at end of year2013-12-31$9,920,932
Value of total assets at beginning of year2013-12-31$8,288,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,089
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$117,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$117,770
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$626,740
Participant contributions at end of year2013-12-31$253,345
Participant contributions at beginning of year2013-12-31$99,729
Participant contributions at end of year2013-12-31$48,213
Participant contributions at beginning of year2013-12-31$46,867
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$79,914
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$190
Other income not declared elsewhere2013-12-31$1,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,493,433
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,920,932
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,288,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,246,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,286,555
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$372,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$855,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,349,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$386,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,057,832
Contract administrator fees2013-12-31$6,089
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ZELENKOFSKE AXELROD LLC
Accountancy firm EIN2013-12-31233022325
2012 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2012 401k financial data
Total transfer of assets to this plan2012-12-31$8,062
Total income from all sources (including contributions)2012-12-31$1,921,648
Total of all expenses incurred2012-12-31$722,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$718,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,025,372
Value of total assets at end of year2012-12-31$8,288,448
Value of total assets at beginning of year2012-12-31$7,081,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,968
Total interest from all sources2012-12-31$19,257
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$113,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$113,690
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$598,896
Participant contributions at end of year2012-12-31$99,729
Participant contributions at beginning of year2012-12-31$84,091
Participant contributions at end of year2012-12-31$46,867
Participant contributions at beginning of year2012-12-31$27,124
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,199,367
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,288,448
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,081,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,286,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,832,417
Interest on participant loans2012-12-31$2,722
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$16,535
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$855,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,137,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$763,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$410,990
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$718,313
Contract administrator fees2012-12-31$3,968
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ZELENKOFSKE AXELROD LLC
Accountancy firm EIN2012-12-31233022325
2011 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$28,794
Total transfer of assets from this plan2011-12-31$2,856
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$970,776
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$180,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$177,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,085,929
Value of total assets at end of year2011-12-31$7,081,019
Value of total assets at beginning of year2011-12-31$6,265,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,730
Total interest from all sources2011-12-31$26,565
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$90,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$90,641
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$668,023
Participant contributions at end of year2011-12-31$84,091
Participant contributions at beginning of year2011-12-31$98,591
Participant contributions at end of year2011-12-31$27,124
Participant contributions at beginning of year2011-12-31$24,958
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$789,815
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,081,019
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,265,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,832,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,212,103
Interest on participant loans2011-12-31$3,882
Interest earned on other investments2011-12-31$22,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,137,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$929,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-232,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$417,655
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$177,231
Contract administrator fees2011-12-31$3,730
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ZELENKOFSKE AXELROD LLC
Accountancy firm EIN2011-12-31233022325
2010 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$33,549
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,625,738
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$102,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$99,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$959,451
Value of total assets at end of year2010-12-31$6,265,266
Value of total assets at beginning of year2010-12-31$4,708,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,353
Total interest from all sources2010-12-31$28,629
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$68,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$68,671
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$577,767
Participant contributions at end of year2010-12-31$98,591
Participant contributions at beginning of year2010-12-31$93,718
Participant contributions at end of year2010-12-31$24,958
Participant contributions at beginning of year2010-12-31$21,586
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,523,187
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,265,266
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,708,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,212,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,528,645
Interest on participant loans2010-12-31$5,206
Interest earned on other investments2010-12-31$23,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$929,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,064,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$568,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$378,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$99,198
Contract administrator fees2010-12-31$3,353
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ZELENKOFSKE AXELROD LLC
Accountancy firm EIN2010-12-31233022325
2009 : SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES

2022: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) CUSTOM RETIRMENT PLAN FOR NON-UNION EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811129
Policy instance 1
Insurance contract or identification number811129
Number of Individuals Covered803
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811129
Policy instance 1
Insurance contract or identification number811129
Number of Individuals Covered813
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811129
Policy instance 1
Insurance contract or identification number811129
Number of Individuals Covered829
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811129
Policy instance 1
Insurance contract or identification number811129
Number of Individuals Covered798
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811129
Policy instance 1
Insurance contract or identification number811129
Number of Individuals Covered741
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered275
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,079
Total amount of fees paid to insurance companyUSD $218
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,079
Insurance broker organization code?3
Amount paid for insurance broker fees218
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker nameALLIANT INSURANCE SERVICES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered241
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $982
Total amount of fees paid to insurance companyUSD $198
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $982
Insurance broker organization code?3
Amount paid for insurance broker fees198
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameALLIANT INSURANCE SERVICE, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered203
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,635
Total amount of fees paid to insurance companyUSD $4,870
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,428
Amount paid for insurance broker fees178
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICE, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered174
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,202
Total amount of fees paid to insurance companyUSD $4,983
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,202
Amount paid for insurance broker fees783
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameEXPERTPLAN, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered169
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,438
Total amount of fees paid to insurance companyUSD $5,189
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered171
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,015
Total amount of fees paid to insurance companyUSD $3,509
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractCUSTODIAL GUARANTEED INTEREST COBTRACT

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