401k Plan data: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN plan

NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 401k Plan overview

Plan Name	NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN
Plan identification number	001

NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORTHEAST PA CENTER FOR INDEPENDENT LIVING has sponsored the creation of one or more 401k plans.

Company Name: NORTHEAST PA CENTER FOR INDEPENDENT LIVING

Employer identification number (EIN): 232525528

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 MICHAEL MELLODY 2024-03-19
001 2021-07-01 MICHAEL MELLODY 2023-04-12
001 2020-07-01 MICHAEL MELLODY 2022-11-03
001 2019-07-01 MICHAEL MELLODY 2021-03-31
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2015-07-01
001 2015-07-01
001 2014-07-01 TIMOTHY MORAN 2016-01-12
001 2013-07-01 TIMOTHY MORAN 2015-01-08
001 2012-07-01 TIMOTHY MORAN 2013-12-02
001 2012-01-01 TIMOTHY MORAN 2013-01-16
001 2011-07-01 DANIEL LOFTUS 2012-04-18
001 2010-07-01 DANIEL LOFTUS 2012-01-18
001 2009-07-01 DANIEL LOFTUS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	MICHAEL MELLODY	2024-03-19
001	2021-07-01	MICHAEL MELLODY	2023-04-12
001	2020-07-01	MICHAEL MELLODY	2022-11-03
001	2019-07-01	MICHAEL MELLODY	2021-03-31
001	2018-07-01
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2015-07-01
001	2015-07-01
001	2014-07-01	TIMOTHY MORAN	2016-01-12
001	2013-07-01	TIMOTHY MORAN	2015-01-08
001	2012-07-01	TIMOTHY MORAN	2013-12-02
001	2012-01-01	TIMOTHY MORAN	2013-01-16
001	2011-07-01	DANIEL LOFTUS	2012-04-18
001	2010-07-01	DANIEL LOFTUS	2012-01-18
001	2009-07-01	DANIEL LOFTUS

Plan Statistics for NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN

401k plan membership statisitcs for NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN

Measure Date Value
2022: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 140
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 118
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 40
Total of all active and inactive participants 2022-07-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 158
Number of participants with account balances 2022-07-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 5
2021: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 128
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 108
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 36
Total of all active and inactive participants 2021-07-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 144
Number of participants with account balances 2021-07-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 11
2020: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 97
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 31
Total of all active and inactive participants 2020-07-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 128
Number of participants with account balances 2020-07-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 6
2019: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 101
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 38
Total of all active and inactive participants 2019-07-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 139
Number of participants with account balances 2019-07-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 19
2009: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 58
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 61
Number of participants with account balances 2009-07-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2022: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	140
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	118
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	40
Total of all active and inactive participants	2022-07-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	158
Number of participants with account balances	2022-07-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	5
2021: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	128
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	108
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	36
Total of all active and inactive participants	2021-07-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	144
Number of participants with account balances	2021-07-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	11
2020: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	97
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	31
Total of all active and inactive participants	2020-07-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	128
Number of participants with account balances	2020-07-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	6
2019: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	101
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	38
Total of all active and inactive participants	2019-07-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	139
Number of participants with account balances	2019-07-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	19
2009: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	58
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	61
Number of participants with account balances	2009-07-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN

Measure	Date	Value
2023 : NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$1,712,943
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$426,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$383,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,082,920
Value of total assets at end of year	2023-06-30	$6,416,083
Value of total assets at beginning of year	2023-06-30	$5,129,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$43,046
Total interest from all sources	2023-06-30	$8,093
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$639,503
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$19,207
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$28,570
Total non interest bearing cash at end of year	2023-06-30	$25,675
Total non interest bearing cash at beginning of year	2023-06-30	$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,286,502
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$6,416,083
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$5,129,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$5,845,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$4,414,708
Interest earned on other investments	2023-06-30	$8,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$174,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$354,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$621,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$414,847
Employer contributions (assets) at end of year	2023-06-30	$370,714
Employer contributions (assets) at beginning of year	2023-06-30	$340,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$383,395
Contract administrator fees	2023-06-30	$43,046
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	KOHANSKI & CO PC
Accountancy firm EIN	2023-06-30	832620517
2022 : NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$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	$131,062
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$307,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$266,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$872,554
Value of total assets at end of year	2022-06-30	$5,129,581
Value of total assets at beginning of year	2022-06-30	$5,305,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$40,924
Total interest from all sources	2022-06-30	$7,537
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$261,843
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$261,843
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$531,871
Participant contributions at end of year	2022-06-30	$19,207
Total non interest bearing cash at end of year	2022-06-30	$8
Total non interest bearing cash at beginning of year	2022-06-30	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-176,275
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,129,581
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$5,305,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,414,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$4,582,845
Interest earned on other investments	2022-06-30	$7,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$354,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$332,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,010,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$340,683
Employer contributions (assets) at end of year	2022-06-30	$340,683
Employer contributions (assets) at beginning of year	2022-06-30	$390,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$266,413
Contract administrator fees	2022-06-30	$40,924
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	KOHANSKI & CO PC
Accountancy firm EIN	2022-06-30	832620517
2021 : NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$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	$2,103,618
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$98,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$65,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,110,160
Value of total assets at end of year	2021-06-30	$5,305,856
Value of total assets at beginning of year	2021-06-30	$3,300,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$33,516
Total interest from all sources	2021-06-30	$7,374
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$489,290
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$17,494
Total non interest bearing cash at end of year	2021-06-30	$5
Total non interest bearing cash at beginning of year	2021-06-30	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,005,082
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$5,305,856
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,300,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$4,582,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,999,566
Interest earned on other investments	2021-06-30	$7,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$332,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$301,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$986,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$603,376
Employer contributions (assets) at end of year	2021-06-30	$390,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$65,020
Contract administrator fees	2021-06-30	$33,516
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	KOHANSKI & CO PC
Accountancy firm EIN	2021-06-30	832620517
2020 : NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$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	$0
Total income from all sources (including contributions)	2020-06-30	$892,619
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$223,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$192,630
Value of total corrective distributions	2020-06-30	$604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$723,964
Value of total assets at end of year	2020-06-30	$3,300,774
Value of total assets at beginning of year	2020-06-30	$2,631,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$29,971
Total interest from all sources	2020-06-30	$7,332
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$428,756
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$75,208
Total non interest bearing cash at end of year	2020-06-30	$5
Total non interest bearing cash at beginning of year	2020-06-30	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$669,414
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,300,774
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,631,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,999,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,365,407
Interest earned on other investments	2020-06-30	$7,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$301,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$265,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$161,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$220,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$192,630
Contract administrator fees	2020-06-30	$29,971
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	KOHANSKI & CO PC
Accountancy firm EIN	2020-06-30	832620517
2010 : NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN

2022: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2009: NORTHEAST PA CENTER FOR INDEPENDENT LIVING SURPLUS SHARING PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811906

Policy instance

Insurance contract or identification number	811906
Number of Individuals Covered	158
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811906

Policy instance

Insurance contract or identification number	811906
Number of Individuals Covered	144
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811906

Policy instance

Insurance contract or identification number	811906
Number of Individuals Covered	128
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811906

Policy instance

Insurance contract or identification number	811906
Number of Individuals Covered	139
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NORTHEAST PA CENTER FOR INDEPENDENT LIVING
Employer identification number (EIN):	232525528
NAIC Classification:	624100
NAIC Description:	Individual and Family Services