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ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 401k Plan overview

Plan NameACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN
Plan identification number 001

ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

ACTIVE RETIREMENT COMMUNITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACTIVE RETIREMENT COMMUNITY, INC.
Employer identification number (EIN):311631439
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about ACTIVE RETIREMENT COMMUNITY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1997-06-19
Company Identification Number: 2154672
Legal Registered Office Address: ATTN: ceo
ONE JEFFERSON FERRY DRIVE
SOUTH SETAUKET
United States of America (USA)
11720

More information about ACTIVE RETIREMENT COMMUNITY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT CAULFIELD
0012016-01-01ROBERT CAULFIELD
0012015-01-01ROBERT CAULFIELD
0012014-01-01ROBERT CAULFIELD
0012013-01-01ROBERT CAULFIELD
0012012-01-01ROBERT CAULFIELD
0012011-01-01ROBERT CAULFIELD
0012009-01-01ROBERT CAULFIELD

Plan Statistics for ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN

401k plan membership statisitcs for ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN

Measure Date Value
2022: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01318
Total number of active participants reported on line 7a of the Form 55002022-01-01299
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01360
Number of participants with account balances2022-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01368
Total number of active participants reported on line 7a of the Form 55002021-01-01251
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01318
Number of participants with account balances2021-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01349
Total number of active participants reported on line 7a of the Form 55002020-01-01315
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01368
Number of participants with account balances2020-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01353
Total number of active participants reported on line 7a of the Form 55002019-01-01308
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01349
Number of participants with account balances2019-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01403
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01353
Number of participants with account balances2018-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01405
Total number of active participants reported on line 7a of the Form 55002017-01-01317
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01403
Number of participants with account balances2017-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01425
Total number of active participants reported on line 7a of the Form 55002016-01-01308
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0197
Total of all active and inactive participants2016-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01405
Number of participants with account balances2016-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01431
Total number of active participants reported on line 7a of the Form 55002015-01-01328
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0197
Total of all active and inactive participants2015-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01425
Number of participants with account balances2015-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01363
Total number of active participants reported on line 7a of the Form 55002014-01-01344
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0187
Total of all active and inactive participants2014-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01431
Number of participants with account balances2014-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01133
Total number of active participants reported on line 7a of the Form 55002013-01-01298
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01363
Number of participants with account balances2013-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01138
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01133
Number of participants with account balances2012-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0130
2011: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01150
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01138
Number of participants with account balances2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2009: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01139
Total number of active participants reported on line 7a of the Form 55002009-01-01134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01137
Number of participants with account balances2009-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN

Measure Date Value
2022 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-360,865
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$596,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$554,646
Expenses. Certain deemed distributions of participant loans2022-12-31$13,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,087,772
Value of total assets at end of year2022-12-31$8,891,536
Value of total assets at beginning of year2022-12-31$9,849,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,014
Total interest from all sources2022-12-31$5,196
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$261,222
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$261,222
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$548,332
Participant contributions at end of year2022-12-31$133,727
Participant contributions at beginning of year2022-12-31$130,265
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$19,505
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,452
Administrative expenses (other) incurred2022-12-31$7,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-957,542
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,891,536
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,849,078
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
Investment advisory and management fees2022-12-31$21,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,555,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,425,621
Value of interest in pooled separate accounts at end of year2022-12-31$674,597
Value of interest in pooled separate accounts at beginning of year2022-12-31$778,447
Interest on participant loans2022-12-31$5,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,726,933
Net investment gain/loss from pooled separate accounts2022-12-31$11,878
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$527,988
Employer contributions (assets) at end of year2022-12-31$527,988
Employer contributions (assets) at beginning of year2022-12-31$495,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$554,646
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DERMODY, BURKE & BROWN, CPA, LLC
Accountancy firm EIN2022-12-31010723685
2021 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,072,758
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$507,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$478,232
Value of total corrective distributions2021-12-31$1,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,042,152
Value of total assets at end of year2021-12-31$9,849,078
Value of total assets at beginning of year2021-12-31$8,284,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,544
Total interest from all sources2021-12-31$4,862
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$983,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$983,300
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$543,179
Participant contributions at end of year2021-12-31$130,265
Participant contributions at beginning of year2021-12-31$185,474
Participant contributions at end of year2021-12-31$19,505
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$239
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$1,564,953
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,849,078
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,284,125
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
Investment advisory and management fees2021-12-31$28,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,425,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,237,147
Value of interest in pooled separate accounts at end of year2021-12-31$778,447
Value of interest in pooled separate accounts at beginning of year2021-12-31$354,272
Interest on participant loans2021-12-31$4,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$34,726
Net investment gain/loss from pooled separate accounts2021-12-31$7,718
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$498,734
Employer contributions (assets) at end of year2021-12-31$495,240
Employer contributions (assets) at beginning of year2021-12-31$507,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$478,232
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DERMODY, BURKE & BROWN, CPA, LLC
Accountancy firm EIN2021-12-31010723685
2020 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,116,183
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$246,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$224,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$993,070
Value of total assets at end of year2020-12-31$8,284,125
Value of total assets at beginning of year2020-12-31$6,414,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,674
Total interest from all sources2020-12-31$5,636
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$227,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$227,543
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
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$476,688
Participant contributions at end of year2020-12-31$185,474
Participant contributions at beginning of year2020-12-31$117,382
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,198
Administrative expenses (other) incurred2020-12-31$22,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,869,446
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,284,125
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,414,679
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$7,237,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,550,470
Value of interest in pooled separate accounts at end of year2020-12-31$354,272
Value of interest in pooled separate accounts at beginning of year2020-12-31$325,556
Interest on participant loans2020-12-31$5,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$884,046
Net investment gain/loss from pooled separate accounts2020-12-31$5,888
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$512,184
Employer contributions (assets) at end of year2020-12-31$507,232
Employer contributions (assets) at beginning of year2020-12-31$421,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$224,063
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DERMODY, BURKE & BROWN, CPA, LLC
Accountancy firm EIN2020-12-31010723685
2019 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,891,279
Total income from all sources (including contributions)2019-12-31$1,891,279
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$537,423
Total of all expenses incurred2019-12-31$537,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$512,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$512,141
Expenses. Certain deemed distributions of participant loans2019-12-31$6,483
Expenses. Certain deemed distributions of participant loans2019-12-31$6,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$879,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$879,634
Value of total assets at end of year2019-12-31$6,414,679
Value of total assets at end of year2019-12-31$6,414,679
Value of total assets at beginning of year2019-12-31$5,060,823
Value of total assets at beginning of year2019-12-31$5,060,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,799
Total interest from all sources2019-12-31$5,191
Total interest from all sources2019-12-31$5,191
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$176,034
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$176,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$176,034
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$176,034
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$438,141
Contributions received from participants2019-12-31$438,141
Participant contributions at end of year2019-12-31$117,382
Participant contributions at end of year2019-12-31$117,382
Participant contributions at beginning of year2019-12-31$109,426
Participant contributions at beginning of year2019-12-31$109,426
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,821
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,821
Administrative expenses (other) incurred2019-12-31$1,009
Administrative expenses (other) incurred2019-12-31$1,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,353,856
Value of net income/loss2019-12-31$1,353,856
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,414,679
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,414,679
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,060,823
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,060,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,112
Investment advisory and management fees2019-12-31$14,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,550,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,550,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,199,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,199,905
Value of interest in pooled separate accounts at end of year2019-12-31$325,556
Value of interest in pooled separate accounts at end of year2019-12-31$325,556
Value of interest in pooled separate accounts at beginning of year2019-12-31$343,095
Value of interest in pooled separate accounts at beginning of year2019-12-31$343,095
Interest on participant loans2019-12-31$5,191
Interest on participant loans2019-12-31$5,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$823,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$823,854
Net investment gain/loss from pooled separate accounts2019-12-31$6,566
Net investment gain/loss from pooled separate accounts2019-12-31$6,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$422,672
Contributions received in cash from employer2019-12-31$422,672
Employer contributions (assets) at end of year2019-12-31$421,271
Employer contributions (assets) at end of year2019-12-31$421,271
Employer contributions (assets) at beginning of year2019-12-31$408,397
Employer contributions (assets) at beginning of year2019-12-31$408,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$512,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$512,141
Contract administrator fees2019-12-31$3,678
Contract administrator fees2019-12-31$3,678
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARONE, HOWARD & COMPANY CPAS P.C.
Accountancy firm name2019-12-31BARONE, HOWARD & COMPANY CPAS P.C.
Accountancy firm EIN2019-12-31208275758
Accountancy firm EIN2019-12-31208275758
2018 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$903,250
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$385,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$364,446
Expenses. Certain deemed distributions of participant loans2018-12-31$2,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,137,161
Value of total assets at end of year2018-12-31$5,060,823
Value of total assets at beginning of year2018-12-31$4,542,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,049
Total interest from all sources2018-12-31$4,176
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$155,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$155,255
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$417,436
Participant contributions at end of year2018-12-31$109,426
Participant contributions at beginning of year2018-12-31$118,075
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$311,328
Administrative expenses (other) incurred2018-12-31$479
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$517,928
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,060,823
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,542,895
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
Investment advisory and management fees2018-12-31$11,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,199,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,643,289
Value of interest in pooled separate accounts at end of year2018-12-31$343,095
Value of interest in pooled separate accounts at beginning of year2018-12-31$392,537
Interest on participant loans2018-12-31$4,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-399,368
Net investment gain/loss from pooled separate accounts2018-12-31$6,026
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$408,397
Employer contributions (assets) at end of year2018-12-31$408,397
Employer contributions (assets) at beginning of year2018-12-31$388,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$364,446
Contract administrator fees2018-12-31$5,817
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BARONE, HOWARD & COMPANY CPAS P.C.
Accountancy firm EIN2018-12-31208275758
2017 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,308,571
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$186,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$164,816
Expenses. Certain deemed distributions of participant loans2017-12-31$4,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$755,312
Value of total assets at end of year2017-12-31$4,542,895
Value of total assets at beginning of year2017-12-31$3,421,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,761
Total interest from all sources2017-12-31$3,904
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$110,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$110,868
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$348,047
Participant contributions at end of year2017-12-31$118,075
Participant contributions at beginning of year2017-12-31$114,819
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,271
Administrative expenses (other) incurred2017-12-31$807
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$1,121,648
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,542,895
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,421,247
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
Investment advisory and management fees2017-12-31$9,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,643,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,562,571
Value of interest in pooled separate accounts at end of year2017-12-31$392,537
Value of interest in pooled separate accounts at beginning of year2017-12-31$423,874
Interest on participant loans2017-12-31$3,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$431,813
Net investment gain/loss from pooled separate accounts2017-12-31$6,674
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$388,994
Employer contributions (assets) at end of year2017-12-31$388,994
Employer contributions (assets) at beginning of year2017-12-31$319,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$164,816
Contract administrator fees2017-12-31$7,507
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BARONE, HOWARD & COMPANY CPAS P.C.
Accountancy firm EIN2017-12-31208275758
2016 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$906,125
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$356,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$352,417
Expenses. Certain deemed distributions of participant loans2016-12-31$-11,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$719,439
Value of total assets at end of year2016-12-31$3,421,247
Value of total assets at beginning of year2016-12-31$2,871,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,436
Total interest from all sources2016-12-31$2,584
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$72,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$72,966
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$316,265
Participant contributions at end of year2016-12-31$114,819
Participant contributions at beginning of year2016-12-31$62,003
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$83,192
Administrative expenses (other) incurred2016-12-31$1,206
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$549,339
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,421,247
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,871,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,562,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,194,300
Value of interest in pooled separate accounts at end of year2016-12-31$423,874
Value of interest in pooled separate accounts at beginning of year2016-12-31$439,468
Interest on participant loans2016-12-31$2,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$104,481
Net investment gain/loss from pooled separate accounts2016-12-31$6,655
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$319,982
Employer contributions (assets) at end of year2016-12-31$319,983
Employer contributions (assets) at beginning of year2016-12-31$176,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$352,417
Contract administrator fees2016-12-31$6,974
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BARONE, HOWARD & COMPANY CPAS P.C.
Accountancy firm EIN2016-12-31208275758
2015 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$443,269
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$447,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$431,872
Expenses. Certain deemed distributions of participant loans2015-12-31$1,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$422,339
Value of total assets at end of year2015-12-31$2,871,908
Value of total assets at beginning of year2015-12-31$2,876,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,405
Total interest from all sources2015-12-31$1,284
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$84,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$84,902
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$246,202
Participant contributions at end of year2015-12-31$62,003
Participant contributions at beginning of year2015-12-31$27,376
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,328
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,871,908
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,876,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,194,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,268,479
Value of interest in pooled separate accounts at end of year2015-12-31$439,468
Value of interest in pooled separate accounts at beginning of year2015-12-31$429,553
Interest on participant loans2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-65,256
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$176,137
Employer contributions (assets) at end of year2015-12-31$176,137
Employer contributions (assets) at beginning of year2015-12-31$150,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$431,872
Contract administrator fees2015-12-31$6,445
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARONE, HOWARD & COMPANY CPAS P.C.
Accountancy firm EIN2015-12-31208275758
2014 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$536,137
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$207,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$185,479
Expenses. Certain deemed distributions of participant loans2014-12-31$3,413
Value of total corrective distributions2014-12-31$6,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$377,911
Value of total assets at end of year2014-12-31$2,876,236
Value of total assets at beginning of year2014-12-31$2,547,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,633
Total interest from all sources2014-12-31$1,402
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$84,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$84,139
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$225,971
Participant contributions at end of year2014-12-31$27,376
Participant contributions at beginning of year2014-12-31$41,332
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$661
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$328,527
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,876,236
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,547,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$6,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,268,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,862,896
Value of interest in pooled separate accounts at end of year2014-12-31$429,553
Value of interest in pooled separate accounts at beginning of year2014-12-31$502,405
Interest on participant loans2014-12-31$1,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$64,843
Net investment gain/loss from pooled separate accounts2014-12-31$7,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$151,940
Employer contributions (assets) at end of year2014-12-31$150,828
Employer contributions (assets) at beginning of year2014-12-31$141,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$185,479
Contract administrator fees2014-12-31$5,356
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARONE, HOWARD & COMPANY CPAS P.C.
Accountancy firm EIN2014-12-31208275758
2013 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$918,902
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$196,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$179,967
Expenses. Certain deemed distributions of participant loans2013-12-31$8,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$618,652
Value of total assets at end of year2013-12-31$2,547,709
Value of total assets at beginning of year2013-12-31$1,825,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,149
Total interest from all sources2013-12-31$4,053
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$37,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$37,660
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$238,638
Participant contributions at end of year2013-12-31$41,332
Participant contributions at beginning of year2013-12-31$38,298
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$238,938
Administrative expenses (other) incurred2013-12-31$1,164
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$722,496
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,547,709
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,825,213
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
Investment advisory and management fees2013-12-31$3,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,862,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$502,405
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,341,271
Interest on participant loans2013-12-31$1,474
Interest earned on other investments2013-12-31$2,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$345,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$209,951
Net investment gain/loss from pooled separate accounts2013-12-31$48,586
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$141,076
Employer contributions (assets) at end of year2013-12-31$141,076
Employer contributions (assets) at beginning of year2013-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$179,967
Contract administrator fees2013-12-31$3,135
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BARONE, HOWARD & COMPANY CPAS P.C.
Accountancy firm EIN2013-12-31208275758
2012 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$374,561
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$87,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$86,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$265,861
Value of total assets at end of year2012-12-31$1,825,213
Value of total assets at beginning of year2012-12-31$1,538,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$780
Total interest from all sources2012-12-31$11,326
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$165,861
Participant contributions at end of year2012-12-31$38,298
Participant contributions at beginning of year2012-12-31$44,694
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$6,488
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$286,943
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,825,213
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,538,270
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 pooled separate accounts at end of year2012-12-31$1,341,271
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,090,062
Interest on participant loans2012-12-31$1,753
Interest earned on other investments2012-12-31$9,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$345,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$297,026
Net investment gain/loss from pooled separate accounts2012-12-31$97,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$100,000
Employer contributions (assets) at end of year2012-12-31$100,000
Employer contributions (assets) at beginning of year2012-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$86,838
Contract administrator fees2012-12-31$780
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 name2012-12-31BARONE, HOWARD & COMPANY CPAS P.C.
Accountancy firm EIN2012-12-31208275758
2011 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 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$227,917
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$158,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$158,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$262,066
Value of total assets at end of year2011-12-31$1,538,270
Value of total assets at beginning of year2011-12-31$1,469,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$598
Total interest from all sources2011-12-31$10,704
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$154,754
Participant contributions at end of year2011-12-31$44,694
Participant contributions at beginning of year2011-12-31$64,899
Participant contributions at end of year2011-12-31$6,488
Participant contributions at beginning of year2011-12-31$6,678
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,312
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$68,984
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,538,270
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,469,286
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 pooled separate accounts at end of year2011-12-31$1,090,062
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,008,244
Interest on participant loans2011-12-31$2,447
Interest earned on other investments2011-12-31$8,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$297,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$289,465
Net investment gain/loss from pooled separate accounts2011-12-31$-44,853
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$100,000
Employer contributions (assets) at end of year2011-12-31$100,000
Employer contributions (assets) at beginning of year2011-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$158,335
Contract administrator fees2011-12-31$598
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 name2011-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-12-31271728945
2010 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 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$510,944
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$150,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$150,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$398,347
Value of total assets at end of year2010-12-31$1,469,286
Value of total assets at beginning of year2010-12-31$1,108,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$378
Total interest from all sources2010-12-31$3,452
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$182,125
Participant contributions at end of year2010-12-31$64,899
Participant contributions at beginning of year2010-12-31$85,389
Participant contributions at end of year2010-12-31$6,678
Participant contributions at beginning of year2010-12-31$6,043
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$116,222
Other income not declared elsewhere2010-12-31$7,979
Administrative expenses (other) incurred2010-12-31$378
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$360,488
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,469,286
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,108,798
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 pooled separate accounts at end of year2010-12-31$1,008,244
Value of interest in pooled separate accounts at beginning of year2010-12-31$694,226
Interest on participant loans2010-12-31$3,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$289,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$223,140
Net investment gain/loss from pooled separate accounts2010-12-31$101,166
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$100,000
Employer contributions (assets) at end of year2010-12-31$100,000
Employer contributions (assets) at beginning of year2010-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$150,078
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 name2010-12-31O'CONNOR DAVIES MUNNS & DOBBINS LLP
Accountancy firm EIN2010-12-31133385019
2009 : ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 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 ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN

2022: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008403
Policy instance 1
Insurance contract or identification number008403
Number of Individuals Covered251
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008403
Policy instance 1
Insurance contract or identification number008403
Number of Individuals Covered241
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008403
Policy instance 1
Insurance contract or identification number008403
Number of Individuals Covered234
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008403
Policy instance 1
Insurance contract or identification number008403
Number of Individuals Covered220
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008403
Policy instance 1
Insurance contract or identification number008403
Number of Individuals Covered266
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008403
Policy instance 1
Insurance contract or identification number008403
Number of Individuals Covered257
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008403
Policy instance 1
Insurance contract or identification number008403
Number of Individuals Covered237
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008403
Policy instance 1
Insurance contract or identification number008403
Number of Individuals Covered205
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,970
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2970
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameHAMILTON-CAVANAUGH INV BROKERS INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number8403
Policy instance 1
Insurance contract or identification number8403
Number of Individuals Covered133
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,289
Are there contracts with allocated funds for individual policies?No
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
Amount paid for insurance broker fees8443
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameHAMILTON-CAVANAUGH INV BROKERS INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number8403
Policy instance 1
Insurance contract or identification number8403
Number of Individuals Covered128
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,175
Are there contracts with allocated funds for individual policies?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350675
Policy instance 1
Insurance contract or identification number350675
Number of Individuals Covered150
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,619
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $13,619
Additional information about fees paid to insurance brokerINSURANCE AGENT OR BROKER
Insurance broker organization code?3
Insurance broker nameWS INSURANCE SERVICES LLC

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