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INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameINTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN
Plan identification number 001

INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INTERCULTURAL FAMILY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:INTERCULTURAL FAMILY SERVICES, INC.
Employer identification number (EIN):232311676
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01MICHAEL KELLERMAN2022-04-19
0012020-07-01MICHAEL KELLERMAN2022-04-18
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01EVELYN HIDALGO-MARCHA
0012015-07-01EVELYN HIDALGO-MARCHA
0012014-07-01
0012013-07-01
0012012-07-01EVELYN MARCHA-HIDALGO EVELYN MARCHA-HIDALGO2014-04-15
0012011-07-01EVELYN MARCHA-HIDALGO EVELYN MARCHA-HIDALGO2013-04-15
0012010-07-01EVELYN MARCHA-HIDALGO EVELYN MARCHA-HIDALGO2012-04-13
0012009-07-01EVELYN MARCHA-HIDALGO EVELYN MARCHA-HIDALGO2011-04-15
0012009-07-01EVELYN MARCHA-HIDALGO EVELYN MARCHA-HIDALGO2011-04-15

Plan Statistics for INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN

Measure Date Value
2021: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01113
Total number of active participants reported on line 7a of the Form 55002021-07-0161
Number of retired or separated participants receiving benefits2021-07-018
Number of other retired or separated participants entitled to future benefits2021-07-0147
Total of all active and inactive participants2021-07-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01116
Number of participants with account balances2021-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0118
2020: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01156
Total number of active participants reported on line 7a of the Form 55002020-07-0177
Number of retired or separated participants receiving benefits2020-07-015
Number of other retired or separated participants entitled to future benefits2020-07-0131
Total of all active and inactive participants2020-07-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01113
Number of participants with account balances2020-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01149
Total number of active participants reported on line 7a of the Form 55002019-07-0172
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0183
Total of all active and inactive participants2019-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01156
Number of participants with account balances2019-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0114
2018: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01142
Total number of active participants reported on line 7a of the Form 55002018-07-0168
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-0176
Total of all active and inactive participants2018-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01145
Number of participants with account balances2018-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0114
2017: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01145
Total number of active participants reported on line 7a of the Form 55002017-07-0183
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0158
Total of all active and inactive participants2017-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01142
Number of participants with account balances2017-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-019
2016: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01124
Total number of active participants reported on line 7a of the Form 55002016-07-0181
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0141
Total of all active and inactive participants2016-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01122
Number of participants with account balances2016-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0113
2015: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0173
Total number of active participants reported on line 7a of the Form 55002015-07-01116
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-018
Total of all active and inactive participants2015-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01124
Number of participants with account balances2015-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017
2014: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01125
Total number of active participants reported on line 7a of the Form 55002014-07-0170
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0140
Total of all active and inactive participants2014-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01110
Number of participants with account balances2014-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0114
2013: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01123
Total number of active participants reported on line 7a of the Form 55002013-07-0173
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0138
Total of all active and inactive participants2013-07-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01111
Number of participants with account balances2013-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01121
Total number of active participants reported on line 7a of the Form 55002012-07-0180
Number of retired or separated participants receiving benefits2012-07-0132
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01112
Number of participants with account balances2012-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01113
Total number of active participants reported on line 7a of the Form 55002011-07-0179
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0129
Total of all active and inactive participants2011-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01108
Number of participants with account balances2011-07-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0112
2010: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01137
Total number of active participants reported on line 7a of the Form 55002010-07-0183
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0120
Total of all active and inactive participants2010-07-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01103
Number of participants with account balances2010-07-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0113
2009: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01125
Total number of active participants reported on line 7a of the Form 55002009-07-0190
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0133
Total of all active and inactive participants2009-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01123
Number of participants with account balances2009-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0115

Financial Data on INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$86,014
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$79,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$70,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$174,009
Value of total assets at end of year2022-06-30$1,009,735
Value of total assets at beginning of year2022-06-30$1,002,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$9,108
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$95,523
Participant contributions at end of year2022-06-30$3,484
Participant contributions at beginning of year2022-06-30$4,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$6,821
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,009,735
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,002,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$7,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$737,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$757,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$217,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$210,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-87,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$78,486
Employer contributions (assets) at end of year2022-06-30$51,173
Employer contributions (assets) at beginning of year2022-06-30$31,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$70,085
Contract administrator fees2022-06-30$1,456
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BBD, LLP
Accountancy firm EIN2022-06-30232896692
2021 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$283,560
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$135,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$126,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$129,122
Value of total assets at end of year2021-06-30$1,002,914
Value of total assets at beginning of year2021-06-30$855,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$9,550
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$6,000
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$88,468
Participant contributions at end of year2021-06-30$4,226
Participant contributions at beginning of year2021-06-30$3,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$147,887
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,002,914
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$855,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$180
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$757,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$599,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$210,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$201,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$154,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$40,654
Employer contributions (assets) at end of year2021-06-30$31,287
Employer contributions (assets) at beginning of year2021-06-30$51,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$126,123
Contract administrator fees2021-06-30$3,370
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Qualified
Accountancy firm name2021-06-30MORGENSTERN WAXMAN ELLERSHAW, LLC
Accountancy firm EIN2021-06-30814670608
2020 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$5,074
Total income from all sources (including contributions)2020-06-30$129,283
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$119,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$117,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$126,929
Value of total assets at end of year2020-06-30$855,027
Value of total assets at beginning of year2020-06-30$850,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,340
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$1,340
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$56,647
Participant contributions at end of year2020-06-30$3,132
Participant contributions at beginning of year2020-06-30$1,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$5,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$9,989
Value of net assets at end of year (total assets less liabilities)2020-06-30$855,027
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$845,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$599,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$781,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$201,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$66,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$2,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$70,282
Employer contributions (assets) at end of year2020-06-30$51,109
Employer contributions (assets) at beginning of year2020-06-30$995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$117,954
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MORGENSTERN WAXMAN ELLERSHAW, LLC
Accountancy firm EIN2020-06-30814670608
2019 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$5,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$7,952
Total income from all sources (including contributions)2019-06-30$111,925
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$21,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$20,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$72,198
Value of total assets at end of year2019-06-30$850,112
Value of total assets at beginning of year2019-06-30$762,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$970
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$970
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$47,678
Participant contributions at end of year2019-06-30$1,718
Participant contributions at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$5,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$7,952
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$90,528
Value of net assets at end of year (total assets less liabilities)2019-06-30$845,038
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$754,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$781,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$699,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$66,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$63,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$39,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$24,520
Employer contributions (assets) at end of year2019-06-30$995
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$20,427
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MORGENSTERN WAXMAN ELLERSHAW, LLC
Accountancy firm EIN2019-06-30814670608
2018 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$7,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$4,307
Total income from all sources (including contributions)2018-06-30$117,741
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$54,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$49,270
Value of total corrective distributions2018-06-30$2,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$68,325
Value of total assets at end of year2018-06-30$762,462
Value of total assets at beginning of year2018-06-30$695,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,149
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$2,149
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$48,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$7,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$4,307
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$63,488
Value of net assets at end of year (total assets less liabilities)2018-06-30$754,510
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$691,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$699,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$616,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$63,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$53,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$49,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$19,582
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$49,270
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$85,834
Aggregate carrying amount (costs) on sale of assets2018-06-30$85,834
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MORGENSTERN WAXMAN ELLERSHAW, LLC
Accountancy firm EIN2018-06-30814670608
2017 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$4,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$8,696
Total income from all sources (including contributions)2017-06-30$154,896
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$58,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$57,868
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$83,343
Value of total assets at end of year2017-06-30$695,329
Value of total assets at beginning of year2017-06-30$603,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$450
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$450
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$32,960
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$2,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$4,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$8,696
Administrative expenses (other) incurred2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$96,578
Value of net assets at end of year (total assets less liabilities)2017-06-30$691,022
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$594,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$616,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$524,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$53,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$53,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$71,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$47,474
Employer contributions (assets) at end of year2017-06-30$25,000
Employer contributions (assets) at beginning of year2017-06-30$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$57,868
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$101,573
Aggregate carrying amount (costs) on sale of assets2017-06-30$101,573
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MORGENSTERN WAXMAN ELLERSHAW, LLC
Accountancy firm EIN2017-06-30814670608
2016 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$8,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$309
Total income from all sources (including contributions)2016-06-30$486,151
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$599,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$593,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$544,416
Value of total assets at end of year2016-06-30$603,140
Value of total assets at beginning of year2016-06-30$707,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$5,418
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$600
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$33,543
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$465,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$8,696
Administrative expenses (other) incurred2016-06-30$4,818
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-113,226
Value of net assets at end of year (total assets less liabilities)2016-06-30$594,444
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$707,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$524,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$680,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$27,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$27,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$53,156
Net investment gain/loss from pooled separate accounts2016-06-30$-58,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$44,989
Employer contributions (assets) at end of year2016-06-30$25,000
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$593,959
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$309
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MORGENSTERN WAXMAN ELLERSHAW, LLC
Accountancy firm EIN2016-06-30814670608
2015 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,899
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$53,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$35,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$707,979
Value of total assets at beginning of year2015-06-30$758,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$17,369
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$16,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$16,014
Administrative expenses professional fees incurred2015-06-30$4,300
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Total non interest bearing cash at end of year2015-06-30$203
Total non interest bearing cash at beginning of year2015-06-30$369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-50,361
Value of net assets at end of year (total assets less liabilities)2015-06-30$707,670
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$758,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$7,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$680,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$692,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$27,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$64,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$64,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-13,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$35,891
Contract administrator fees2015-06-30$5,675
Liabilities. Value of benefit claims payable at end of year2015-06-30$309
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30MORGENSTERN WAXMAN ELLERSHAW
Accountancy firm EIN2015-06-30221977437
2014 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$421
Total income from all sources (including contributions)2014-06-30$82,047
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$35,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$13,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$758,031
Value of total assets at beginning of year2014-06-30$711,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$21,556
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$14,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$14,634
Administrative expenses professional fees incurred2014-06-30$4,300
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$369
Total non interest bearing cash at beginning of year2014-06-30$1,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$46,705
Value of net assets at end of year (total assets less liabilities)2014-06-30$758,031
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$711,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$9,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$692,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$575,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$64,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$39,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$39,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$67,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$0
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$94,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$13,786
Contract administrator fees2014-06-30$7,800
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$421
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30MORGENSTERN WAXMAN ELLERSHAW
Accountancy firm EIN2014-06-30221977437
2013 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$32,171
Total income from all sources (including contributions)2013-06-30$148,860
Total of all expenses incurred2013-06-30$103,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$83,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$94,530
Value of total assets at end of year2013-06-30$711,747
Value of total assets at beginning of year2013-06-30$698,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$19,791
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$16,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$16,003
Administrative expenses professional fees incurred2013-06-30$4,300
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Total non interest bearing cash at end of year2013-06-30$1,916
Total non interest bearing cash at beginning of year2013-06-30$2,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$45,152
Value of net assets at end of year (total assets less liabilities)2013-06-30$711,326
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$666,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$9,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$575,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$658,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$39,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$36,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$36,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$38,327
Net investment gain or loss from common/collective trusts2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at beginning of year2013-06-30$0
Contributions received in cash from employer2013-06-30$94,530
Employer contributions (assets) at end of year2013-06-30$94,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$83,917
Contract administrator fees2013-06-30$5,925
Liabilities. Value of benefit claims payable at end of year2013-06-30$421
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$32,171
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30MORGENSTERN WAXMAN ELLERSHAW
Accountancy firm EIN2013-06-30221977437
2012 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$32,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$9,923
Total income from all sources (including contributions)2012-06-30$3,452
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$73,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$50,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$0
Value of total assets at end of year2012-06-30$698,345
Value of total assets at beginning of year2012-06-30$745,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$23,011
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$17,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$17,056
Assets. Real estate other than employer real property at beginning of year2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$4,500
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Assets. Loans (other than to participants) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$2,402
Total non interest bearing cash at beginning of year2012-06-30$128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-69,842
Value of net assets at end of year (total assets less liabilities)2012-06-30$666,174
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$736,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at beginning of year2012-06-30$0
Investment advisory and management fees2012-06-30$9,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$658,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$708,450
Value of interest in master investment trust accounts at beginning of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$36,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$37,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$37,361
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$0
Asset value of US Government securities at beginning of year2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-13,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at beginning of year2012-06-30$0
Assets. Value of employer real property at beginning of year2012-06-30$0
Contributions received in cash from employer2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$50,283
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$0
Contract administrator fees2012-06-30$8,595
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$0
Liabilities. Value of benefit claims payable at end of year2012-06-30$32,171
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$9,923
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30MORGENSTERN WAXMAN ELLERSHAW
Accountancy firm EIN2012-06-30221977437
2011 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$9,923
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$40,552
Total income from all sources (including contributions)2011-06-30$148,534
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$214,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$190,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$0
Value of total assets at end of year2011-06-30$745,939
Value of total assets at beginning of year2011-06-30$842,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$24,144
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$24,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$24,855
Assets. Real estate other than employer real property at end of year2011-06-30$0
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at end of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Liabilities. Value of operating payables at end of year2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$128
Total non interest bearing cash at beginning of year2011-06-30$209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$-65,807
Value of net assets at end of year (total assets less liabilities)2011-06-30$736,016
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$801,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$0
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$24,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$708,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$742,052
Value of interest in master investment trust accounts at end of year2011-06-30$0
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$37,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$59,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$59,672
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$0
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$123,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Assets. Value of employer real property at end of year2011-06-30$0
Assets. Value of employer real property at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$0
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$40,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$190,197
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$0
Liabilities. Value of benefit claims payable at end of year2011-06-30$9,923
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$40,552
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Liabilities. Value of acquisition indebtedness at end of year2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30MORGENSTERN & ASSOCIATES
Accountancy firm EIN2011-06-30221977437
2010 : INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN

2021: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: INTERCULTURAL FAMILY SERVICES, INC. DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LY8Z
Policy instance 1
Insurance contract or identification numberGAP-CP-LY8Z
Number of Individuals Covered116
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $1,026
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,026
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LY8Z
Policy instance 1
Insurance contract or identification numberGAP-CP-LY8Z
Number of Individuals Covered77
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $769
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $769
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-836329
Policy instance 1
Insurance contract or identification numberGA-836329
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $2,836
Total amount of fees paid to insurance companyUSD $422
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,541
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-836329
Policy instance 1
Insurance contract or identification numberGA-836329
Number of Individuals Covered140
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,067
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees387
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-836329
Policy instance 1
Insurance contract or identification numberGA-836329
Number of Individuals Covered132
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,025
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-836329
Policy instance 1
Insurance contract or identification numberGA-836329
Number of Individuals Covered117
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $16,744
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,159
Insurance broker organization code?3
Insurance broker nameHARRIS FISHMAN

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