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403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND
Plan identification number 003

403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND Benefits

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

SECOND HARVEST HEARTLAND has sponsored the creation of one or more 401k plans.

Company Name:SECOND HARVEST HEARTLAND
Employer identification number (EIN):237417654
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DAN FUHRMAN DAN FUHRMAN2018-10-04
0032016-01-01DAN FUHRMAN DAN FUHRMAN2017-09-26
0032015-01-01DAN FUHRMAN DAN FUHRMAN2016-10-10
0032014-01-01DAN FUHRMAN DAN FUHRMAN2015-10-08
0032013-01-01DAN FUHRMAN DAN FUHRMAN2014-10-01
0032012-01-01DAN FUHRMAN DAN FUHRMAN2013-09-09
0032011-01-01DAN FUHRMAN DAN FUHRMAN2012-07-16
0032009-01-01DANIEL ALLEN DANIEL ALLEN2010-10-12

Plan Statistics for 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND

Measure Date Value
2022: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2022 401k membership
Total participants, beginning-of-year2022-01-01339
Total number of active participants reported on line 7a of the Form 55002022-01-01230
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01180
Total of all active and inactive participants2022-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01411
Number of participants with account balances2022-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2021 401k membership
Total participants, beginning-of-year2021-01-01298
Total number of active participants reported on line 7a of the Form 55002021-01-01198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01141
Total of all active and inactive participants2021-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01339
Number of participants with account balances2021-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2020 401k membership
Total participants, beginning-of-year2020-01-01274
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01125
Total of all active and inactive participants2020-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01298
Number of participants with account balances2020-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2019 401k membership
Total participants, beginning-of-year2019-01-01260
Total number of active participants reported on line 7a of the Form 55002019-01-01170
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01104
Total of all active and inactive participants2019-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01274
Number of participants with account balances2019-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2018 401k membership
Total participants, beginning-of-year2018-01-01243
Total number of active participants reported on line 7a of the Form 55002018-01-01180
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01260
Number of participants with account balances2018-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2017 401k membership
Total participants, beginning-of-year2017-01-01253
Total number of active participants reported on line 7a of the Form 55002017-01-01178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01243
Number of participants with account balances2017-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2016 401k membership
Total participants, beginning-of-year2016-01-01240
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0189
Total of all active and inactive participants2016-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01253
Number of participants with account balances2016-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0129
2015: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2015 401k membership
Total participants, beginning-of-year2015-01-01238
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01240
Number of participants with account balances2015-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2014 401k membership
Total participants, beginning-of-year2014-01-01220
Total number of active participants reported on line 7a of the Form 55002014-01-01179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01238
Number of participants with account balances2014-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2013 401k membership
Total participants, beginning-of-year2013-01-01196
Total number of active participants reported on line 7a of the Form 55002013-01-01167
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01220
Number of participants with account balances2013-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2012 401k membership
Total participants, beginning-of-year2012-01-01176
Total number of active participants reported on line 7a of the Form 55002012-01-01138
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01196
Number of participants with account balances2012-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2011 401k membership
Total participants, beginning-of-year2011-01-01170
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01176
Number of participants with account balances2011-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2009 401k membership
Total participants, beginning-of-year2009-01-01128
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01155
Number of participants with account balances2009-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND

Measure Date Value
2022 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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$12,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-451,493
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,117,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,116,244
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$1,798,158
Value of total assets at end of year2022-12-31$10,917,722
Value of total assets at beginning of year2022-12-31$13,474,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,651
Total interest from all sources2022-12-31$2,639
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$970,482
Participant contributions at end of year2022-12-31$63,586
Participant contributions at beginning of year2022-12-31$79,843
Participant contributions at end of year2022-12-31$66,697
Participant contributions at beginning of year2022-12-31$0
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$113,233
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
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 liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,970
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,651
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$0
Value of net income/loss2022-12-31$-2,569,388
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,904,752
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,474,140
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$9,811,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,526,860
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$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$2,639
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$911,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$867,437
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$0
Net investment gain/loss from pooled separate accounts2022-12-31$-2,252,290
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$714,443
Employer contributions (assets) at end of year2022-12-31$64,698
Employer contributions (assets) at beginning of year2022-12-31$0
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$2,116,244
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 name2022-12-31SCHECHTER DOKKEN KANTER ANDREWS
Accountancy firm EIN2022-12-31411680240
2021 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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$3,243,352
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,342,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,341,038
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,428,690
Value of total assets at end of year2021-12-31$13,474,140
Value of total assets at beginning of year2021-12-31$11,573,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,744
Total interest from all sources2021-12-31$9,729
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$790,735
Participant contributions at end of year2021-12-31$79,843
Participant contributions at beginning of year2021-12-31$76,769
Participant contributions at beginning of year2021-12-31$26,388
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$83,178
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,744
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$1,900,570
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,474,140
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,573,570
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 pooled separate accounts at end of year2021-12-31$12,526,860
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,602,353
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$9,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$867,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$846,439
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,804,933
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$554,777
Employer contributions (assets) at beginning of year2021-12-31$21,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,341,038
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
2020 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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$2,884,228
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$719,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$718,143
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,342,314
Value of total assets at end of year2020-12-31$11,573,570
Value of total assets at beginning of year2020-12-31$9,409,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,697
Total interest from all sources2020-12-31$8,677
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$765,679
Participant contributions at end of year2020-12-31$76,769
Participant contributions at beginning of year2020-12-31$97,892
Participant contributions at end of year2020-12-31$26,388
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$48,009
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,697
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$2,164,388
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,573,570
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,409,182
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$10,602,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,574,687
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$8,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$846,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$736,603
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,533,237
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$528,626
Employer contributions (assets) at end of year2020-12-31$21,621
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$718,143
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHECHTERDOKKENKANTERANDREWS&SELCER
Accountancy firm EIN2020-12-31411680240
2019 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,828,243
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,261,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,260,022
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,161,502
Value of total assets at end of year2019-12-31$9,409,182
Value of total assets at beginning of year2019-12-31$7,842,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,810
Total interest from all sources2019-12-31$14,254
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$659,829
Participant contributions at end of year2019-12-31$97,892
Participant contributions at beginning of year2019-12-31$102,840
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$53,935
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,810
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$1,566,411
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,409,182
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,842,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,574,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,939,958
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$14,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$736,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$799,973
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,652,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$447,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,260,022
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHECHTERDOKKENKANTERANDREWS&SELCER
Accountancy firm EIN2019-12-31411680240
2018 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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$705,613
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$488,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$486,157
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,279,496
Value of total assets at end of year2018-12-31$7,842,771
Value of total assets at beginning of year2018-12-31$7,625,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,018
Total interest from all sources2018-12-31$9,156
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$500,000
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$646,647
Participant contributions at end of year2018-12-31$102,840
Participant contributions at beginning of year2018-12-31$113,470
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$133,529
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,018
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$217,438
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,842,771
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,625,333
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$6,939,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,689,189
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$9,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$799,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$822,674
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-583,039
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$499,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$486,157
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHECHTER DOKKEN KANTER
Accountancy firm EIN2018-12-31411680240
2017 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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$1,990,980
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$452,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$450,213
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,093,955
Value of total assets at end of year2017-12-31$7,625,333
Value of total assets at beginning of year2017-12-31$6,086,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,381
Total interest from all sources2017-12-31$9,359
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 bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$589,869
Participant contributions at end of year2017-12-31$113,470
Participant contributions at beginning of year2017-12-31$113,416
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$51,376
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,381
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$1,538,386
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,625,333
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,086,947
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$6,689,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,114,083
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$9,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$822,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$859,448
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$887,666
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$452,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$450,213
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHECHTER DOKKEN KANTER
Accountancy firm EIN2017-12-31411680240
2016 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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$1,358,636
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$465,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$462,522
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$936,564
Value of total assets at end of year2016-12-31$6,086,947
Value of total assets at beginning of year2016-12-31$5,193,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,986
Total interest from all sources2016-12-31$10,138
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$501,543
Participant contributions at end of year2016-12-31$113,416
Participant contributions at beginning of year2016-12-31$140,474
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,649
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$2,986
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$893,128
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,086,947
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,193,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,114,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,163,123
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$10,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$859,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$887,573
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$411,934
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$408,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$462,522
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHECHTER DOKKEN KANTER
Accountancy firm EIN2016-12-31411680240
2015 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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$0
Total income from all sources (including contributions)2015-12-31$924,682
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$750,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$748,784
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$974,340
Value of total assets at end of year2015-12-31$5,193,819
Value of total assets at beginning of year2015-12-31$5,019,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,737
Total interest from all sources2015-12-31$9,661
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$516,589
Participant contributions at end of year2015-12-31$140,474
Participant contributions at beginning of year2015-12-31$129,764
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,336
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,649
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$174,161
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,193,819
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,019,658
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,163,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,099,688
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$9,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$887,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$790,206
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-59,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$404,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$748,784
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SCHECHTER DOKKEN KANTER
Accountancy firm EIN2015-12-31411680240
2014 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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$0
Total income from all sources (including contributions)2014-12-31$1,144,754
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$794,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$789,706
Expenses. Certain deemed distributions of participant loans2014-12-31$3,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$880,634
Value of total assets at end of year2014-12-31$5,019,658
Value of total assets at beginning of year2014-12-31$4,669,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,050
Total interest from all sources2014-12-31$9,665
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$466,953
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$487,109
Participant contributions at end of year2014-12-31$129,764
Participant contributions at beginning of year2014-12-31$134,805
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,702
Administrative expenses (other) incurred2014-12-31$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$350,132
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,019,658
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,669,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,099,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,566,962
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$9,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$790,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$967,759
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$254,455
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$390,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$789,706
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SCHECHTER DOKKEN KANTER
Accountancy firm EIN2014-12-31411680240
2013 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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$0
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$1,457,685
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$801,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$801,173
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$738,912
Value of total assets at end of year2013-12-31$4,669,526
Value of total assets at beginning of year2013-12-31$4,013,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$450
Total interest from all sources2013-12-31$10,710
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$324,924
Participant contributions at end of year2013-12-31$134,805
Participant contributions at beginning of year2013-12-31$136,886
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$450
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$656,062
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,669,526
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,013,464
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$3,566,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,015,099
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$10,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$967,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$860,038
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$708,063
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
Contributions received in cash from employer2013-12-31$413,988
Employer contributions (assets) at beginning of year2013-12-31$1,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$801,173
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SCHECHTER DOKKEN KANTER
Accountancy firm EIN2013-12-31411680240
2012 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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$1,216,577
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$480,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$480,328
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$895,219
Value of total assets at end of year2012-12-31$4,013,464
Value of total assets at beginning of year2012-12-31$3,277,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$650
Total interest from all sources2012-12-31$15,126
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$339,475
Participant contributions at end of year2012-12-31$136,886
Participant contributions at beginning of year2012-12-31$160,711
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$195,487
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$650
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$735,599
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,013,464
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,277,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,015,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,313,946
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$15,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$860,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$803,208
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$306,232
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$360,257
Employer contributions (assets) at end of year2012-12-31$1,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$480,328
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 name2012-12-31SCHECHTER DOKKEN KANTER
Accountancy firm EIN2012-12-31411680240
2011 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$729,801
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$264,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$217,161
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$749,648
Value of total assets at end of year2011-12-31$3,277,865
Value of total assets at beginning of year2011-12-31$2,812,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,223
Total interest from all sources2011-12-31$16,123
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$340,567
Participant contributions at end of year2011-12-31$160,711
Participant contributions at beginning of year2011-12-31$107,498
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,253
Other income not declared elsewhere2011-12-31$23,226
Administrative expenses (other) incurred2011-12-31$47,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$465,417
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,277,865
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,812,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,313,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,127,077
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$16,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$803,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$577,873
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-59,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$383,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$217,161
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHECHTER DOKKEN KANTER
Accountancy firm EIN2011-12-31411680240
2010 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$949,998
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$194,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$143,212
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$655,441
Value of total assets at end of year2010-12-31$2,812,448
Value of total assets at beginning of year2010-12-31$2,056,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$51,111
Total interest from all sources2010-12-31$16,928
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$217,856
Participant contributions at end of year2010-12-31$107,498
Participant contributions at beginning of year2010-12-31$77,851
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$86,120
Other income not declared elsewhere2010-12-31$25,303
Administrative expenses (other) incurred2010-12-31$51,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$755,675
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,812,448
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,056,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,127,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,496,220
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$16,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$577,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$482,702
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$252,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$351,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$143,212
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHECHTER DOKKEN KANTER
Accountancy firm EIN2010-12-31411680240
2009 : 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND

2022: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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 benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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 benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 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: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF SECOND HARVEST HEARTLAND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan 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 number011276
Policy instance 1
Insurance contract or identification number011276
Number of Individuals Covered230
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 $5,548
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 fees5548
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 number011276H
Policy instance 1
Insurance contract or identification number011276H
Number of Individuals Covered339
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 $2,035
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 fees2035
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 number011276H
Policy instance 1
Insurance contract or identification number011276H
Number of Individuals Covered298
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 $2,035
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 fees2035
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 number011276H
Policy instance 1
Insurance contract or identification number011276H
Number of Individuals Covered274
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 $3,558
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 fees3558
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 number011276H
Policy instance 1
Insurance contract or identification number011276H
Number of Individuals Covered260
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 $5,182
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 fees5182
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 number011276H
Policy instance 1
Insurance contract or identification number011276H
Number of Individuals Covered243
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 $3,832
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 fees3832
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameMINNEAPOLIS REGIONAL OFFICE

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