401k Plan data: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN plan

SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 401k Plan overview

Plan Name	SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN
Plan identification number	001

SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

SOCIAL ADVOCATES FOR YOUTH, SAN DIEGO, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOCIAL ADVOCATES FOR YOUTH, SAN DIEGO, INC.

Employer identification number (EIN): 237107958

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about SOCIAL ADVOCATES FOR YOUTH, SAN DIEGO, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0677909

More information about SOCIAL ADVOCATES FOR YOUTH, SAN DIEGO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 JANE DROVER 2024-01-10
001 2020-07-01 JANE DROVER 2022-04-13
001 2019-07-01 JANE DROVER 2021-04-14
001 2018-07-01 JANE DROVER 2020-04-09
001 2017-07-01 JANE DROVER 2019-04-09
001 2016-07-01 LYNN DENG LYNN DENG 2018-03-14
001 2015-07-01 LYNN DENG LYNN DENG 2017-04-18
001 2015-07-01 LYNN DENG LYNN DENG 2017-04-19
001 2015-07-01 LYNN DENG LYNN DENG 2017-04-19
001 2014-07-01 LYNN DENG LYNN DENG 2016-04-14
001 2013-07-01 LYNN DENG 2014-11-20 LYNN DENG 2014-11-20
001 2012-07-01 LYNN DENG 2014-01-08 LYNN DENG 2014-01-08
001 2011-07-01 LYNN DENG 2012-10-24 LYNN DENG 2012-10-24
001 2010-07-01 LYNN DENG 2011-12-13 LYNN DENG 2011-12-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01	JANE DROVER	2024-01-10
001	2020-07-01	JANE DROVER	2022-04-13
001	2019-07-01	JANE DROVER	2021-04-14
001	2018-07-01	JANE DROVER	2020-04-09
001	2017-07-01	JANE DROVER	2019-04-09
001	2016-07-01	LYNN DENG		LYNN DENG	2018-03-14
001	2015-07-01	LYNN DENG		LYNN DENG	2017-04-18
001	2015-07-01	LYNN DENG		LYNN DENG	2017-04-19
001	2015-07-01	LYNN DENG		LYNN DENG	2017-04-19
001	2014-07-01	LYNN DENG		LYNN DENG	2016-04-14
001	2013-07-01	LYNN DENG	2014-11-20	LYNN DENG	2014-11-20
001	2012-07-01	LYNN DENG	2014-01-08	LYNN DENG	2014-01-08
001	2011-07-01	LYNN DENG	2012-10-24	LYNN DENG	2012-10-24
001	2010-07-01	LYNN DENG	2011-12-13	LYNN DENG	2011-12-13

Plan Statistics for SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN

401k plan membership statisitcs for SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN

Measure Date Value
2021: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 385
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 295
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 44
Total of all active and inactive participants 2021-07-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 339
Number of participants with account balances 2021-07-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 5
2020: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 431
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 344
Number of retired or separated participants receiving benefits 2020-07-01 1
Number of other retired or separated participants entitled to future benefits 2020-07-01 40
Total of all active and inactive participants 2020-07-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 385
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 7
2019: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 455
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 393
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 2019-07-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 431
Number of participants with account balances 2019-07-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 3
2018: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 372
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 422
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 33
Total of all active and inactive participants 2018-07-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 455
Number of participants with account balances 2018-07-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 3
2017: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 337
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 35
Total of all active and inactive participants 2017-07-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 372
Number of participants with account balances 2017-07-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 2
2016: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 142
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 98
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 35
Total of all active and inactive participants 2016-07-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 133
Number of participants with account balances 2016-07-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 4
2015: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 133
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 105
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 28
Total of all active and inactive participants 2015-07-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 133
Number of participants with account balances 2015-07-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 4
2014: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 135
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 98
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 21
Total of all active and inactive participants 2014-07-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 119
Number of participants with account balances 2014-07-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 2

Measure	Date	Value
2021: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	385
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	295
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	44
Total of all active and inactive participants	2021-07-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	339
Number of participants with account balances	2021-07-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	5
2020: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	431
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	344
Number of retired or separated participants receiving benefits	2020-07-01	1
Number of other retired or separated participants entitled to future benefits	2020-07-01	40
Total of all active and inactive participants	2020-07-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	385
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	7
2019: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	455
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	393
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	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	431
Number of participants with account balances	2019-07-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	3
2018: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	372
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	422
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	33
Total of all active and inactive participants	2018-07-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	455
Number of participants with account balances	2018-07-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	3
2017: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	337
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	35
Total of all active and inactive participants	2017-07-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	372
Number of participants with account balances	2017-07-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	2
2016: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	142
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	98
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	35
Total of all active and inactive participants	2016-07-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	133
Number of participants with account balances	2016-07-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	4
2015: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	133
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	105
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	28
Total of all active and inactive participants	2015-07-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	133
Number of participants with account balances	2015-07-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	4
2014: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	135
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	98
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	21
Total of all active and inactive participants	2014-07-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	119
Number of participants with account balances	2014-07-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	2

Financial Data on SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN

Measure	Date	Value
2022 : SOCIAL ADVOCATES FOR YOUTH RETIREMENT 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	$1,726
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	$-517,352
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$280,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$277,119
Value of total corrective distributions	2022-06-30	$1,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$681,909
Value of total assets at end of year	2022-06-30	$8,293,299
Value of total assets at beginning of year	2022-06-30	$9,089,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$2,573
Total interest from all sources	2022-06-30	$28,917
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
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	$480,475
Participant contributions at end of year	2022-06-30	$163,651
Participant contributions at beginning of year	2022-06-30	$83,365
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$22,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$1,726
Total non interest bearing cash at end of year	2022-06-30	$18,484
Total non interest bearing cash at beginning of year	2022-06-30	$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	2022-06-30	No
Value of net income/loss	2022-06-30	$-798,253
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$8,291,573
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,089,826
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	$6,979,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$7,898,506
Interest on participant loans	2022-06-30	$3,512
Interest earned on other investments	2022-06-30	$25,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,131,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,107,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,228,178
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	$178,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$277,119
Contract administrator fees	2022-06-30	$2,573
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	ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN	2022-06-30	960623286
2021 : SOCIAL ADVOCATES FOR YOUTH RETIREMENT 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	$2,330
Total income from all sources (including contributions)	2021-06-30	$2,459,818
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$171,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$165,027
Value of total corrective distributions	2021-06-30	$4,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$638,478
Value of total assets at end of year	2021-06-30	$9,089,826
Value of total assets at beginning of year	2021-06-30	$6,803,344
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,755
Total interest from all sources	2021-06-30	$27,989
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
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	$457,891
Participant contributions at end of year	2021-06-30	$83,365
Participant contributions at beginning of year	2021-06-30	$93,338
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$3,577
Liabilities. Value of operating payables at beginning of year	2021-06-30	$2,330
Total non interest bearing cash at end of year	2021-06-30	$3
Total non interest bearing cash at beginning of year	2021-06-30	$16,242
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	$2,288,812
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,089,826
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,801,014
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	$7,898,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$5,678,266
Interest on participant loans	2021-06-30	$3,690
Interest earned on other investments	2021-06-30	$24,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,107,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,015,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,793,351
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	$177,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$165,027
Contract administrator fees	2021-06-30	$1,755
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	ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN	2021-06-30	960623286
2020 : SOCIAL ADVOCATES FOR YOUTH RETIREMENT 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	$2,330
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	$934,013
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$261,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$254,645
Value of total corrective distributions	2020-06-30	$4,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$707,019
Value of total assets at end of year	2020-06-30	$6,803,344
Value of total assets at beginning of year	2020-06-30	$6,128,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$2,158
Total interest from all sources	2020-06-30	$22,750
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
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	$434,796
Participant contributions at end of year	2020-06-30	$93,338
Participant contributions at beginning of year	2020-06-30	$96,044
Participant contributions at beginning of year	2020-06-30	$937
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$92,634
Liabilities. Value of operating payables at end of year	2020-06-30	$2,330
Total non interest bearing cash at end of year	2020-06-30	$16,242
Total non interest bearing cash at beginning of year	2020-06-30	$14,127
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	$672,308
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,801,014
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$6,128,706
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	$5,678,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$5,205,955
Interest earned on other investments	2020-06-30	$22,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,015,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$811,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$204,244
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	$179,589
Employer contributions (assets) at beginning of year	2020-06-30	$264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$254,645
Contract administrator fees	2020-06-30	$2,158
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	ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN	2020-06-30	930623286
2019 : SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,034,632
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$612,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$605,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$618,514
Value of total assets at end of year	2019-06-30	$6,128,706
Value of total assets at beginning of year	2019-06-30	$5,706,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$6,673
Total interest from all sources	2019-06-30	$16,805
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$212,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$212,022
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$444,835
Participant contributions at end of year	2019-06-30	$96,044
Participant contributions at beginning of year	2019-06-30	$145,864
Participant contributions at end of year	2019-06-30	$937
Participant contributions at beginning of year	2019-06-30	$17,738
Other income not declared elsewhere	2019-06-30	$8,427
Total non interest bearing cash at end of year	2019-06-30	$14,127
Total non interest bearing cash at beginning of year	2019-06-30	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$422,476
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$6,128,706
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,706,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$5,205,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,568,673
Income. Interest from loans (other than to participants)	2019-06-30	$5,497
Interest earned on other investments	2019-06-30	$11,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$811,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$965,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$178,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$173,679
Employer contributions (assets) at end of year	2019-06-30	$264
Employer contributions (assets) at beginning of year	2019-06-30	$8,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$605,483
Contract administrator fees	2019-06-30	$6,673
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN	2019-06-30	930623286
2018 : SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,113,003
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,533,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,528,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$581,596
Value of total assets at end of year	2018-06-30	$5,706,230
Value of total assets at beginning of year	2018-06-30	$6,127,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$5,409
Total interest from all sources	2018-06-30	$24,297
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$38,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$38,113
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$391,925
Participant contributions at end of year	2018-06-30	$145,864
Participant contributions at beginning of year	2018-06-30	$114,353
Participant contributions at end of year	2018-06-30	$17,738
Participant contributions at beginning of year	2018-06-30	$918
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$11,569
Total non interest bearing cash at end of year	2018-06-30	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$-420,894
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,706,230
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,127,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,568,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,935,007
Interest on participant loans	2018-06-30	$5,806
Interest earned on other investments	2018-06-30	$18,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$965,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,076,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$468,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$178,102
Employer contributions (assets) at end of year	2018-06-30	$8,703
Employer contributions (assets) at beginning of year	2018-06-30	$616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,528,488
Contract administrator fees	2018-06-30	$5,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	Yes
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN	2018-06-30	930623286
2017 : SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$0
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,417,189
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$231,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$228,028
Expenses. Certain deemed distributions of participant loans	2017-06-30	$0
Value of total corrective distributions	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$782,655
Value of total assets at end of year	2017-06-30	$6,127,124
Value of total assets at beginning of year	2017-06-30	$4,941,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$3,074
Total income from rents	2017-06-30	$0
Total interest from all sources	2017-06-30	$25,835
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$48,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$48,363
Administrative expenses professional fees incurred	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Amount of non-exempt transactions with any party-in-interest	2017-06-30	$0
Contributions received from participants	2017-06-30	$400,828
Participant contributions at end of year	2017-06-30	$114,353
Participant contributions at beginning of year	2017-06-30	$142,172
Participant contributions at end of year	2017-06-30	$918
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$197,064
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$0
Liabilities. Value of operating payables at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,186,087
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,127,124
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,941,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-06-30	$0
Investment advisory and management fees	2017-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$4,935,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,896,001
Interest on participant loans	2017-06-30	$5,713
Income. Interest from loans (other than to participants)	2017-06-30	$0
Interest earned on other investments	2017-06-30	$20,122
Income. Interest from US Government securities	2017-06-30	$0
Income. Interest from corporate debt instruments	2017-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,076,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$902,864
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$560,336
Net investment gain/loss from pooled separate accounts	2017-06-30	$0
Net investment gain or loss from common/collective trusts	2017-06-30	$0
Net gain/loss from 103.12 investment entities	2017-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$184,763
Employer contributions (assets) at end of year	2017-06-30	$616
Employer contributions (assets) at beginning of year	2017-06-30	$0
Income. Dividends from preferred stock	2017-06-30	$0
Income. Dividends from common stock	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$228,028
Contract administrator fees	2017-06-30	$3,074
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$0
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN	2017-06-30	930623286
2016 : SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$0
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$537,937
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$715,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$712,616
Expenses. Certain deemed distributions of participant loans	2016-06-30	$0
Value of total corrective distributions	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$557,911
Value of total assets at end of year	2016-06-30	$4,941,037
Value of total assets at beginning of year	2016-06-30	$5,118,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,078
Total income from rents	2016-06-30	$0
Total interest from all sources	2016-06-30	$27,235
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$40,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$40,687
Administrative expenses professional fees incurred	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Amount of non-exempt transactions with any party-in-interest	2016-06-30	$0
Contributions received from participants	2016-06-30	$354,197
Participant contributions at end of year	2016-06-30	$142,172
Participant contributions at beginning of year	2016-06-30	$150,377
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$15,323
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-177,757
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,941,037
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,118,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-06-30	$0
Investment advisory and management fees	2016-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$3,896,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$4,082,664
Interest on participant loans	2016-06-30	$6,107
Income. Interest from loans (other than to participants)	2016-06-30	$0
Interest earned on other investments	2016-06-30	$21,128
Income. Interest from US Government securities	2016-06-30	$0
Income. Interest from corporate debt instruments	2016-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$902,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$885,753
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-87,896
Net investment gain/loss from pooled separate accounts	2016-06-30	$0
Net investment gain or loss from common/collective trusts	2016-06-30	$0
Net gain/loss from 103.12 investment entities	2016-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$188,391
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$0
Income. Dividends from preferred stock	2016-06-30	$0
Income. Dividends from common stock	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$712,616
Contract administrator fees	2016-06-30	$3,078
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN	2016-06-30	930623286
2015 : SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$0
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$715,541
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$325,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$323,054
Expenses. Certain deemed distributions of participant loans	2015-06-30	$0
Value of total corrective distributions	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$507,801
Value of total assets at end of year	2015-06-30	$5,118,794
Value of total assets at beginning of year	2015-06-30	$4,729,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$2,843
Total income from rents	2015-06-30	$0
Total interest from all sources	2015-06-30	$29,562
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$43,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$43,133
Administrative expenses professional fees incurred	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Amount of non-exempt transactions with any party-in-interest	2015-06-30	$0
Contributions received from participants	2015-06-30	$318,181
Participant contributions at end of year	2015-06-30	$150,377
Participant contributions at beginning of year	2015-06-30	$160,587
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$29,817
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$389,644
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,118,794
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,729,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-06-30	$0
Investment advisory and management fees	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$4,082,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,770,691
Interest on participant loans	2015-06-30	$7,585
Income. Interest from loans (other than to participants)	2015-06-30	$0
Interest earned on other investments	2015-06-30	$21,977
Income. Interest from US Government securities	2015-06-30	$0
Income. Interest from corporate debt instruments	2015-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$885,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$797,872
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$135,045
Net investment gain/loss from pooled separate accounts	2015-06-30	$0
Net investment gain or loss from common/collective trusts	2015-06-30	$0
Net gain/loss from 103.12 investment entities	2015-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$159,803
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$0
Income. Dividends from preferred stock	2015-06-30	$0
Income. Dividends from common stock	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$323,054
Contract administrator fees	2015-06-30	$2,843
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	AKT, LLP
Accountancy firm EIN	2015-06-30	930623286

Form 5500 Responses for SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN

2021: SOCIAL ADVOCATES FOR YOUTH RETIREMENT 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: SOCIAL ADVOCATES FOR YOUTH RETIREMENT 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: SOCIAL ADVOCATES FOR YOUTH RETIREMENT 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
2018: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	Yes
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	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

812250

Policy instance

Insurance contract or identification number	812250
Number of Individuals Covered	339
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

812250

Policy instance

Insurance contract or identification number	812250
Number of Individuals Covered	385
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

812250

Policy instance

Insurance contract or identification number	812250
Number of Individuals Covered	431
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	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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	0
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,787
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?	Yes
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
Commission paid to Insurance Broker	USD $1,787
Insurance broker organization code?	3

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

Policy contract number

812250

Policy instance

Insurance contract or identification number	812250
Number of Individuals Covered	455
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	121
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $2,597
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?	Yes
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

812250

Policy instance

Insurance contract or identification number	812250
Number of Individuals Covered	372
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	133
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $2,193
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,193
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	CECCONI, KURT A.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	119
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $2,017
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,017
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	CECCONI, KURT A.

Potentially related plans

SOCIAL ADVOCATES FOR YOUTH 401(K) PLAN [EIN = 941711490]

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Company Name:	SOCIAL ADVOCATES FOR YOUTH, SAN DIEGO, INC.
Employer identification number (EIN):	237107958
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0677909