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MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan NameMID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN
Plan identification number 001

MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY has sponsored the creation of one or more 401k plans.

Company Name:MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY
Employer identification number (EIN):237056987
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2069-02-12
Company Identification Number: 8554115
Legal Registered Office Address: 2475 CENTER ST NE

SALEM
United States of America (USA)
97301

More information about MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01NANCY CAIN NANCY CAIN2018-10-15
0012017-01-01
0012016-01-01CYNDI ASTLEY2017-10-16
0012015-01-01CYNDI ASTLEY
0012014-01-01CYNDI ASTLEY
0012014-01-01CYNDI ASTLEY
0012013-01-01CYNDI ASTLEY
0012012-01-01TERESA COX

Plan Statistics for MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN

Measure Date Value
2022: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01731
Total number of active participants reported on line 7a of the Form 55002022-01-01396
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01356
Total of all active and inactive participants2022-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01752
Number of participants with account balances2022-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01544
Total number of active participants reported on line 7a of the Form 55002021-01-01500
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01227
Total of all active and inactive participants2021-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01731
Number of participants with account balances2021-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01447
Total number of active participants reported on line 7a of the Form 55002020-01-01347
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01194
Total of all active and inactive participants2020-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01544
Number of participants with account balances2020-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0147
2019: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01446
Total number of active participants reported on line 7a of the Form 55002019-01-01275
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01169
Total of all active and inactive participants2019-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01447
Number of participants with account balances2019-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01385
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01126
Total of all active and inactive participants2018-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01446
Number of participants with account balances2018-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01399
Total number of active participants reported on line 7a of the Form 55002017-01-01286
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0198
Total of all active and inactive participants2017-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01385
Number of participants with account balances2017-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-01329
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01399
Number of participants with account balances2016-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0148
2015: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01269
Total number of active participants reported on line 7a of the Form 55002015-01-01270
Number of retired or separated participants receiving benefits2015-01-0162
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01332
Number of participants with account balances2015-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01295
Total number of active participants reported on line 7a of the Form 55002014-01-01232
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01269
Number of participants with account balances2014-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01304
Total number of active participants reported on line 7a of the Form 55002013-01-01256
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01295
Number of participants with account balances2013-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01322
Total number of active participants reported on line 7a of the Form 55002012-01-01276
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01304
Number of participants with account balances2012-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122

Financial Data on MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN

Measure Date Value
2022 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-24,049
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$320,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$312,584
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,063,473
Value of total assets at end of year2022-12-31$6,824,219
Value of total assets at beginning of year2022-12-31$7,168,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,103
Total interest from all sources2022-12-31$1,194
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$508,357
Participant contributions at end of year2022-12-31$73,971
Participant contributions at beginning of year2022-12-31$33,887
Participant contributions at end of year2022-12-31$88,600
Participant contributions at beginning of year2022-12-31$20,113
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,739
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$3,739
Administrative expenses (other) incurred2022-12-31$8,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-344,736
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,824,219
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,168,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,426,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,971,312
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$871
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$323
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$137,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$122,401
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,092,455
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$523,110
Employer contributions (assets) at end of year2022-12-31$94,156
Employer contributions (assets) at beginning of year2022-12-31$21,242
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$312,584
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2022-12-31930874157
2021 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,917,607
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$271,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$251,787
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,003,879
Value of total assets at end of year2021-12-31$7,168,955
Value of total assets at beginning of year2021-12-31$5,523,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,199
Total interest from all sources2021-12-31$3,340
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$430,424
Participant contributions at end of year2021-12-31$33,887
Participant contributions at beginning of year2021-12-31$49,912
Participant contributions at end of year2021-12-31$20,113
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$101,118
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$20,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,645,621
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,168,955
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,523,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,971,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,361,281
Interest on participant loans2021-12-31$2,169
Interest earned on other investments2021-12-31$1,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$122,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$112,141
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$910,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$472,337
Employer contributions (assets) at end of year2021-12-31$21,242
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$251,787
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2021-12-31930874157
2020 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,322,667
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$179,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$173,607
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$687,151
Value of total assets at end of year2020-12-31$5,523,334
Value of total assets at beginning of year2020-12-31$4,380,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,389
Total interest from all sources2020-12-31$3,387
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$317,372
Participant contributions at end of year2020-12-31$49,912
Participant contributions at beginning of year2020-12-31$43,216
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,657
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$6,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,142,671
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,523,334
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,380,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,361,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,232,311
Interest on participant loans2020-12-31$2,321
Interest earned on other investments2020-12-31$1,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$112,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$105,136
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$632,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$354,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$173,607
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2020-12-31930874157
2019 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,514,699
Total income from all sources (including contributions)2019-12-31$1,514,699
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$246,807
Total of all expenses incurred2019-12-31$246,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$233,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$233,718
Expenses. Certain deemed distributions of participant loans2019-12-31$3,394
Expenses. Certain deemed distributions of participant loans2019-12-31$3,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$793,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$793,542
Value of total assets at end of year2019-12-31$4,380,663
Value of total assets at end of year2019-12-31$4,380,663
Value of total assets at beginning of year2019-12-31$3,112,771
Value of total assets at beginning of year2019-12-31$3,112,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,695
Total interest from all sources2019-12-31$3,551
Total interest from all sources2019-12-31$3,551
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$282,090
Contributions received from participants2019-12-31$282,090
Participant contributions at end of year2019-12-31$43,216
Participant contributions at end of year2019-12-31$43,216
Participant contributions at beginning of year2019-12-31$37,648
Participant contributions at beginning of year2019-12-31$37,648
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,241
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,241
Other income not declared elsewhere2019-12-31$475
Other income not declared elsewhere2019-12-31$475
Administrative expenses (other) incurred2019-12-31$9,695
Administrative expenses (other) incurred2019-12-31$9,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,267,892
Value of net income/loss2019-12-31$1,267,892
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,380,663
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,380,663
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,112,771
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,112,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,232,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,232,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,963,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,963,425
Interest on participant loans2019-12-31$1,762
Interest on participant loans2019-12-31$1,762
Interest earned on other investments2019-12-31$1,789
Interest earned on other investments2019-12-31$1,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$105,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$105,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$111,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$111,698
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$717,131
Net investment gain/loss from pooled separate accounts2019-12-31$717,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$503,211
Contributions received in cash from employer2019-12-31$503,211
Employer contributions (assets) at beginning of year2019-12-31$205,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$233,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$233,718
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm name2019-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2019-12-31930874157
Accountancy firm EIN2019-12-31930874157
2018 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$416,199
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$169,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$162,048
Expenses. Certain deemed distributions of participant loans2018-12-31$1,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$662,631
Value of total assets at end of year2018-12-31$3,111,485
Value of total assets at beginning of year2018-12-31$2,865,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,574
Total interest from all sources2018-12-31$2,453
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$229,640
Participant contributions at end of year2018-12-31$36,361
Participant contributions at beginning of year2018-12-31$35,632
Participant contributions at beginning of year2018-12-31$10,129
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$71,565
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$6,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$246,290
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,111,485
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,865,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,963,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,758,183
Interest on participant loans2018-12-31$1,680
Interest earned on other investments2018-12-31$773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$111,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$71,380
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-248,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$361,426
Employer contributions (assets) at end of year2018-12-31$205,213
Employer contributions (assets) at beginning of year2018-12-31$289,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$162,048
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2018-12-31930874175
2017 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$784,471
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$372,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$359,750
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$441,634
Value of total assets at end of year2017-12-31$2,865,195
Value of total assets at beginning of year2017-12-31$2,453,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,571
Total interest from all sources2017-12-31$3,111
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$208,855
Participant contributions at end of year2017-12-31$35,632
Participant contributions at beginning of year2017-12-31$47,700
Participant contributions at end of year2017-12-31$10,129
Participant contributions at beginning of year2017-12-31$8,165
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$37,907
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$203,020
Administrative expenses (other) incurred2017-12-31$12,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$412,150
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,865,195
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,453,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,758,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,064,012
Interest on participant loans2017-12-31$1,969
Interest earned on other investments2017-12-31$1,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$71,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$138,312
Net investment gain/loss from pooled separate accounts2017-12-31$339,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$194,872
Employer contributions (assets) at end of year2017-12-31$289,992
Employer contributions (assets) at beginning of year2017-12-31$194,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$156,730
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2017-12-31930874175
2016 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$306,417
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$51,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,167
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$258,717
Value of total assets at end of year2016-12-31$2,250,024
Value of total assets at beginning of year2016-12-31$1,995,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,773
Total interest from all sources2016-12-31$47,700
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,517
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$178,086
Participant contributions at end of year2016-12-31$47,700
Participant contributions at beginning of year2016-12-31$61,335
Participant contributions at beginning of year2016-12-31$24,353
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$79,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,681
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$254,477
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,250,024
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,995,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,064,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,638,550
Income. Interest from loans (other than to participants)2016-12-31$47,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$138,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,008
Employer contributions (assets) at beginning of year2016-12-31$269,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,167
Contract administrator fees2016-12-31$11,975
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2016-12-31930874157
2015 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$204
Total income from all sources (including contributions)2015-12-31$435,692
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$198,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$154,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$448,168
Value of total assets at end of year2015-12-31$1,995,547
Value of total assets at beginning of year2015-12-31$1,758,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,149
Total interest from all sources2015-12-31$2,097
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-14,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$-14,573
Administrative expenses professional fees incurred2015-12-31$4,650
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$168,935
Participant contributions at end of year2015-12-31$61,335
Participant contributions at beginning of year2015-12-31$50,344
Participant contributions at end of year2015-12-31$24,353
Participant contributions at beginning of year2015-12-31$15,404
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,605
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$201
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$204
Administrative expenses (other) incurred2015-12-31$8,956
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$237,152
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,995,547
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,758,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,638,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,596,989
Interest on participant loans2015-12-31$2,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$269,628
Employer contributions (assets) at end of year2015-12-31$269,628
Employer contributions (assets) at beginning of year2015-12-31$95,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$154,190
Contract administrator fees2015-12-31$22,884
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2015-12-31930874157
2014 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,661
Total income from all sources (including contributions)2014-12-31$474,646
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$163,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$158,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$432,619
Value of total assets at end of year2014-12-31$1,758,395
Value of total assets at beginning of year2014-12-31$1,450,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,650
Total interest from all sources2014-12-31$1,396
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$40,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$40,631
Administrative expenses professional fees incurred2014-12-31$4,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$167,439
Participant contributions at end of year2014-12-31$50,344
Participant contributions at beginning of year2014-12-31$19,479
Participant contributions at end of year2014-12-31$27,074
Participant contributions at beginning of year2014-12-31$7,375
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,241
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$2,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$48
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,661
Administrative expenses (other) incurred2014-12-31$2,540
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$311,068
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,758,395
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,447,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,596,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,424,086
Interest on participant loans2014-12-31$1,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$252,939
Employer contributions (assets) at end of year2014-12-31$83,988
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$156,388
Contract administrator fees2014-12-31$22,884
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2014-12-31930874157
2013 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$639,890
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$85,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$78,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$472,091
Value of total assets at end of year2013-12-31$1,450,988
Value of total assets at beginning of year2013-12-31$892,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,369
Total interest from all sources2013-12-31$791
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$167,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$167,008
Administrative expenses professional fees incurred2013-12-31$7,369
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$169,252
Participant contributions at end of year2013-12-31$19,479
Participant contributions at beginning of year2013-12-31$12,482
Participant contributions at end of year2013-12-31$7,375
Participant contributions at beginning of year2013-12-31$8,174
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$70,831
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$825
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$48
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$554,465
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,447,327
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$892,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,424,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$859,202
Interest on participant loans2013-12-31$743
Interest earned on other investments2013-12-31$48
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$232,008
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$12,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$77,231
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2013-12-31930874157
2012 : MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$920,296
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$26,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$869,890
Value of total assets at end of year2012-12-31$893,514
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,209
Total interest from all sources2012-12-31$207
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$36,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$36,598
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$181,080
Participant contributions at end of year2012-12-31$12,482
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$8,174
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$409,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$652
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$893,514
Value of net assets at end of year (total assets less liabilities)2012-12-31$893,514
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$9,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$859,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$279,294
Employer contributions (assets) at end of year2012-12-31$12,504
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,573
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2012-12-31930874157

Form 5500 Responses for MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN

2022: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059921
Policy instance 1
Insurance contract or identification number059921
Number of Individuals Covered752
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,103
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8103
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059921I
Policy instance 1
Insurance contract or identification number059921I
Number of Individuals Covered731
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,473
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1473
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059921I
Policy instance 1
Insurance contract or identification number059921I
Number of Individuals Covered544
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,473
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1473
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059921I
Policy instance 1
Insurance contract or identification number059921I
Number of Individuals Covered447
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,342
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2342
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059921I
Policy instance 1
Insurance contract or identification number059921I
Number of Individuals Covered446
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,243
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2243
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059921I
Policy instance 1
Insurance contract or identification number059921I
Number of Individuals Covered385
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,094
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8094
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE

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