?>
Logo

THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN 401k Plan overview

Plan NameTHE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN
Plan identification number 001

THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name:THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA
Employer identification number (EIN):300092680
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01JARED WARE2021-03-10 JARED WARE2021-03-10
0012018-07-01JARED WARE2020-06-17 JARED WARE2020-06-17
0012017-07-01CHRISTOPHER HANLON2019-03-20 CHRISTOPHER HANLON2019-03-20
0012016-07-01BIANCA FELICIANO2018-04-16 BIANCA FELICIANO2018-04-16
0012015-07-01BIANCA FELICIANO2017-04-17 BIANCA FELICIANO2017-04-17
0012014-07-01BIANCA FELICIANO2016-04-15 BIANCA FELICIANO2016-04-15
0012013-07-01RAJUN MCCOY2015-04-15
0012012-07-01JESSICA MARTIN2014-04-14
0012011-07-01JESSICA MARTIN2014-04-14
0012010-07-01SHIRA MARSHALL2012-01-27
0012008-07-01

Plan Statistics for THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN

401k plan membership statisitcs for THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN

Measure Date Value
2021: THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01114
Total number of active participants reported on line 7a of the Form 55002021-07-0169
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0135
Total of all active and inactive participants2021-07-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01104
Number of participants with account balances2021-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01119
Total number of active participants reported on line 7a of the Form 55002020-07-0161
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0147
Total of all active and inactive participants2020-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01108
Number of participants with account balances2020-07-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010

Financial Data on THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN

Measure Date Value
2023 : THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN 2023 401k financial data
Total plan liabilities at end of year2023-06-30$3,004
Total plan liabilities at beginning of year2023-06-30$2,159
Total income from all sources2023-06-30$700,025
Expenses. Total of all expenses incurred2023-06-30$39,577
Benefits paid (including direct rollovers)2023-06-30$26,558
Total plan assets at end of year2023-06-30$2,444,688
Total plan assets at beginning of year2023-06-30$1,783,395
Value of fidelity bond covering the plan2023-06-30$125,515
Total contributions received or receivable from participants2023-06-30$255,688
Other income received2023-06-30$239,619
Net income (gross income less expenses)2023-06-30$660,448
Net plan assets at end of year (total assets less liabilities)2023-06-30$2,441,684
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$1,781,236
Assets. Value of participant loans2023-06-30$8,133
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-06-30$19,149
Total contributions received or receivable from employer(s)2023-06-30$204,718
Value of certain deemed distributions of participant loans2023-06-30$2,246
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$10,773
2022 : THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-06-30$2,159
Total plan liabilities at beginning of year2022-06-30$2,109
Total income from all sources2022-06-30$70,595
Expenses. Total of all expenses incurred2022-06-30$83,241
Benefits paid (including direct rollovers)2022-06-30$72,096
Total plan assets at end of year2022-06-30$1,783,395
Total plan assets at beginning of year2022-06-30$1,795,991
Value of fidelity bond covering the plan2022-06-30$179,388
Total contributions received or receivable from participants2022-06-30$177,242
Contributions received from other sources (not participants or employers)2022-06-30$10,693
Other income received2022-06-30$-234,085
Net income (gross income less expenses)2022-06-30$-12,646
Net plan assets at end of year (total assets less liabilities)2022-06-30$1,781,236
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$1,793,882
Assets. Value of participant loans2022-06-30$18,996
Total contributions received or receivable from employer(s)2022-06-30$116,745
Value of certain deemed distributions of participant loans2022-06-30$742
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$10,403
2021 : THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-06-30$2,109
Total income from all sources2021-06-30$516,624
Expenses. Total of all expenses incurred2021-06-30$30,958
Benefits paid (including direct rollovers)2021-06-30$9,774
Total plan assets at end of year2021-06-30$1,795,991
Total plan assets at beginning of year2021-06-30$1,308,216
Value of fidelity bond covering the plan2021-06-30$125,515
Total contributions received or receivable from participants2021-06-30$128,738
Contributions received from other sources (not participants or employers)2021-06-30$9,845
Other income received2021-06-30$335,649
Net income (gross income less expenses)2021-06-30$485,666
Net plan assets at end of year (total assets less liabilities)2021-06-30$1,793,882
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$1,308,216
Assets. Value of participant loans2021-06-30$25,591
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-06-30$225,257
Total contributions received or receivable from employer(s)2021-06-30$42,392
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$21,184
2012 : THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$88,089
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$5,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$4,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$94,803
Value of total assets at end of year2012-06-30$634,031
Value of total assets at beginning of year2012-06-30$551,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$621
Total interest from all sources2012-06-30$6,824
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$73,435
Participant contributions at end of year2012-06-30$4,773
Participant contributions at beginning of year2012-06-30$0
Participant contributions at end of year2012-06-30$4,985
Participant contributions at beginning of year2012-06-30$5,036
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$13,072
Other income not declared elsewhere2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$82,969
Value of net assets at end of year (total assets less liabilities)2012-06-30$634,031
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$551,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$621
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$370,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$340,438
Interest on participant loans2012-06-30$73
Interest earned on other investments2012-06-30$6,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$253,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$204,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-13,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$8,296
Employer contributions (assets) at end of year2012-06-30$329
Employer contributions (assets) at beginning of year2012-06-30$680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$4,499
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SD ASSOCIATES, P.C.
Accountancy firm EIN2012-06-30232585468

Form 5500 Responses for THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN

2021: THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2008: THE COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number806854
Policy instance 1
Insurance contract or identification number806854
Number of Individuals Covered22
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $919
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $669
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-63620
Policy instance 2
Insurance contract or identification numberGA-63620
Number of Individuals Covered2
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number806854
Policy instance 1
Insurance contract or identification number806854
Number of Individuals Covered22
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $940
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $672
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-63620
Policy instance 2
Insurance contract or identification numberGA-63620
Number of Individuals Covered3
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number806854
Policy instance 1
Insurance contract or identification number806854
Number of Individuals Covered23
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $1,016
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $655
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-63620
Policy instance 2
Insurance contract or identification numberGA-63620
Number of Individuals Covered3
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3