?>
Logo

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 401k Plan overview

Plan NameSAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO
Plan identification number 002

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GIRL SCOUTS OF NORTHEAST OHIO has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF NORTHEAST OHIO
Employer identification number (EIN):340726094
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOHN GRAVES2023-10-16
0022021-01-01JOHN GRAVES2022-10-17
0022020-01-01JOHN GRAVES2021-07-30
0022019-01-01JOHN GRAVES2020-10-08
0022018-01-01JOHN GRAVES2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JOHN GRAVES
0022011-01-01JOHN GRAVES
0022010-01-01JOHN GRAVES
0022009-01-01JOHN GRAVES

Plan Statistics for SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO

401k plan membership statisitcs for SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO

Measure Date Value
2022: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2022 401k membership
Total participants, beginning-of-year2022-01-01156
Total number of active participants reported on line 7a of the Form 55002022-01-01103
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01176
Number of participants with account balances2022-01-01167
2021: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2021 401k membership
Total participants, beginning-of-year2021-01-01155
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01156
Number of participants with account balances2021-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2020 401k membership
Total participants, beginning-of-year2020-01-01154
Total number of active participants reported on line 7a of the Form 55002020-01-0185
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01155
Number of participants with account balances2020-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2019 401k membership
Total participants, beginning-of-year2019-01-01146
Total number of active participants reported on line 7a of the Form 55002019-01-0193
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01154
Number of participants with account balances2019-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2018 401k membership
Total participants, beginning-of-year2018-01-01140
Total number of active participants reported on line 7a of the Form 55002018-01-0192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-0192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01142
Number of participants with account balances2017-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01144
Number of participants with account balances2016-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01144
Number of participants with account balances2015-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2014 401k membership
Total participants, beginning-of-year2014-01-01132
Total number of active participants reported on line 7a of the Form 55002014-01-0189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01136
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2013 401k membership
Total participants, beginning-of-year2013-01-01136
Total number of active participants reported on line 7a of the Form 55002013-01-0184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01132
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2012 401k membership
Total participants, beginning-of-year2012-01-01118
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01136
Number of participants with account balances2012-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2011 401k membership
Total participants, beginning-of-year2011-01-01111
Total number of active participants reported on line 7a of the Form 55002011-01-0174
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01118
Number of participants with account balances2011-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2010 401k membership
Total participants, beginning-of-year2010-01-01114
Total number of active participants reported on line 7a of the Form 55002010-01-0169
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01111
Number of participants with account balances2010-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2009 401k membership
Total participants, beginning-of-year2009-01-01163
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01164
Total participants2009-01-01164
Number of participants with account balances2009-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO

Measure Date Value
2022 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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$0
Total income from all sources (including contributions)2022-12-31$-310,741
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$390,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$389,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$384,882
Value of total assets at end of year2022-12-31$4,032,735
Value of total assets at beginning of year2022-12-31$4,733,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,042
Total interest from all sources2022-12-31$1,140
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$261,645
Participant contributions at end of year2022-12-31$70,972
Participant contributions at beginning of year2022-12-31$97,656
Participant contributions at end of year2022-12-31$45,845
Participant contributions at beginning of year2022-12-31$10,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-700,925
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,032,735
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,733,660
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
Value of interest in pooled separate accounts at end of year2022-12-31$3,509,619
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,252,788
Interest on participant loans2022-12-31$196
Interest earned on other investments2022-12-31$944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$384,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$367,870
Net investment gain/loss from pooled separate accounts2022-12-31$-696,763
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$123,237
Employer contributions (assets) at end of year2022-12-31$21,754
Employer contributions (assets) at beginning of year2022-12-31$4,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$389,142
Contract administrator fees2022-12-31$1,042
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 name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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$996,402
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$274,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$272,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$383,953
Value of total assets at end of year2021-12-31$4,733,660
Value of total assets at beginning of year2021-12-31$4,011,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,204
Total interest from all sources2021-12-31$9,072
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$221,067
Participant contributions at end of year2021-12-31$97,656
Participant contributions at beginning of year2021-12-31$124,034
Participant contributions at end of year2021-12-31$10,415
Participant contributions at beginning of year2021-12-31$8,439
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$48,269
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$722,339
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,733,660
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,011,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$4,252,788
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,488,092
Interest on participant loans2021-12-31$5,346
Interest earned on other investments2021-12-31$3,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$367,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$386,359
Net investment gain/loss from pooled separate accounts2021-12-31$603,377
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$114,617
Employer contributions (assets) at end of year2021-12-31$4,931
Employer contributions (assets) at beginning of year2021-12-31$4,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$272,859
Contract administrator fees2021-12-31$1,204
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 name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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$816,275
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$279,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$278,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$369,106
Value of total assets at end of year2020-12-31$4,011,321
Value of total assets at beginning of year2020-12-31$3,474,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,249
Total interest from all sources2020-12-31$12,786
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$246,734
Participant contributions at end of year2020-12-31$124,034
Participant contributions at beginning of year2020-12-31$164,486
Participant contributions at end of year2020-12-31$8,439
Participant contributions at beginning of year2020-12-31$9,714
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$148
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$536,434
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,011,321
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,474,887
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 pooled separate accounts at end of year2020-12-31$3,488,092
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,981,226
Interest on participant loans2020-12-31$8,240
Interest earned on other investments2020-12-31$4,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$386,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$314,050
Net investment gain/loss from pooled separate accounts2020-12-31$434,383
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$122,224
Employer contributions (assets) at end of year2020-12-31$4,397
Employer contributions (assets) at beginning of year2020-12-31$5,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$278,592
Contract administrator fees2020-12-31$1,249
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$950,616
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$68,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$66,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$394,552
Value of total assets at end of year2019-12-31$3,474,887
Value of total assets at beginning of year2019-12-31$2,592,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,369
Total interest from all sources2019-12-31$13,713
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$208,943
Participant contributions at end of year2019-12-31$164,486
Participant contributions at beginning of year2019-12-31$105,808
Participant contributions at end of year2019-12-31$9,714
Participant contributions at beginning of year2019-12-31$8,285
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$67,580
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$882,263
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,474,887
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,592,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,981,226
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,137,277
Interest on participant loans2019-12-31$7,903
Interest earned on other investments2019-12-31$5,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$314,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$336,381
Net investment gain/loss from pooled separate accounts2019-12-31$542,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$118,029
Employer contributions (assets) at end of year2019-12-31$5,411
Employer contributions (assets) at beginning of year2019-12-31$4,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,984
Contract administrator fees2019-12-31$1,369
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
2018 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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$139,056
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$48,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$47,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$294,671
Value of total assets at end of year2018-12-31$2,592,624
Value of total assets at beginning of year2018-12-31$2,501,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,386
Total interest from all sources2018-12-31$8,158
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$183,752
Participant contributions at end of year2018-12-31$105,808
Participant contributions at beginning of year2018-12-31$132,004
Participant contributions at end of year2018-12-31$8,285
Participant contributions at beginning of year2018-12-31$7,273
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$90,658
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,592,624
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,501,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,137,277
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,035,498
Interest on participant loans2018-12-31$4,832
Interest earned on other investments2018-12-31$3,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$336,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$322,699
Net investment gain/loss from pooled separate accounts2018-12-31$-163,773
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$110,919
Employer contributions (assets) at end of year2018-12-31$4,873
Employer contributions (assets) at beginning of year2018-12-31$4,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$47,012
Contract administrator fees2018-12-31$1,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31SIKICH LLP
Accountancy firm EIN2018-12-31363168081
2017 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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$575,183
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$339,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$338,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$291,764
Value of total assets at end of year2017-12-31$2,501,966
Value of total assets at beginning of year2017-12-31$2,266,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,355
Total interest from all sources2017-12-31$8,190
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$170,082
Participant contributions at end of year2017-12-31$132,004
Participant contributions at beginning of year2017-12-31$102,036
Participant contributions at end of year2017-12-31$7,273
Participant contributions at beginning of year2017-12-31$6,654
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,043
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$235,666
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,501,966
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,266,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,035,498
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,636,559
Interest on participant loans2017-12-31$4,737
Interest earned on other investments2017-12-31$3,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$322,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$516,753
Net investment gain/loss from pooled separate accounts2017-12-31$275,229
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$108,639
Employer contributions (assets) at end of year2017-12-31$4,492
Employer contributions (assets) at beginning of year2017-12-31$4,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$338,162
Contract administrator fees2017-12-31$1,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31SIKICH LLP
Accountancy firm EIN2017-12-31363168081
2016 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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$454,848
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$222,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$220,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$320,236
Value of total assets at end of year2016-12-31$2,266,300
Value of total assets at beginning of year2016-12-31$2,033,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,388
Total interest from all sources2016-12-31$8,494
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$180,606
Participant contributions at end of year2016-12-31$102,036
Participant contributions at beginning of year2016-12-31$87,913
Participant contributions at end of year2016-12-31$6,654
Participant contributions at beginning of year2016-12-31$6,699
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$29,989
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$232,655
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,266,300
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,033,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,636,559
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,468,001
Interest on participant loans2016-12-31$3,518
Interest earned on other investments2016-12-31$4,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$516,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$467,902
Net investment gain/loss from pooled separate accounts2016-12-31$126,118
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$109,641
Employer contributions (assets) at end of year2016-12-31$4,298
Employer contributions (assets) at beginning of year2016-12-31$3,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$220,805
Contract administrator fees2016-12-31$1,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31SIKICH LLP
Accountancy firm EIN2016-12-31363168081
2015 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$4,718
Total unrealized appreciation/depreciation of assets2015-12-31$4,718
Total income from all sources (including contributions)2015-12-31$280,424
Total of all expenses incurred2015-12-31$131,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$130,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$293,366
Value of total assets at end of year2015-12-31$2,033,645
Value of total assets at beginning of year2015-12-31$1,884,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,039
Total interest from all sources2015-12-31$3,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$158,231
Participant contributions at end of year2015-12-31$87,913
Participant contributions at beginning of year2015-12-31$101,060
Participant contributions at end of year2015-12-31$6,699
Participant contributions at beginning of year2015-12-31$6,761
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$64,320
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$149,336
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,033,645
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,884,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,468,001
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,313,956
Interest on participant loans2015-12-31$3,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$467,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$459,282
Net investment gain/loss from pooled separate accounts2015-12-31$-21,157
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$70,815
Employer contributions (assets) at end of year2015-12-31$3,130
Employer contributions (assets) at beginning of year2015-12-31$3,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$130,049
Contract administrator fees2015-12-31$1,039
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31SIKICH LLP
Accountancy firm EIN2015-12-31363168081
2014 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,038
Total unrealized appreciation/depreciation of assets2014-12-31$4,038
Total income from all sources (including contributions)2014-12-31$361,784
Total of all expenses incurred2014-12-31$85,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$85,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$282,342
Value of total assets at end of year2014-12-31$1,884,309
Value of total assets at beginning of year2014-12-31$1,608,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$100
Total interest from all sources2014-12-31$2,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$152,108
Participant contributions at end of year2014-12-31$101,060
Participant contributions at beginning of year2014-12-31$69,986
Participant contributions at end of year2014-12-31$6,761
Participant contributions at beginning of year2014-12-31$6,016
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$56,167
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$276,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,884,309
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,608,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,313,956
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,153,225
Interest on participant loans2014-12-31$2,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$459,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$376,300
Net investment gain/loss from pooled separate accounts2014-12-31$72,481
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$74,067
Employer contributions (assets) at end of year2014-12-31$3,250
Employer contributions (assets) at beginning of year2014-12-31$2,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$85,650
Contract administrator fees2014-12-31$100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31BROCKMAN, COATS, GEDELIAN & CO
Accountancy firm EIN2014-12-31341526704
2013 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,094
Total unrealized appreciation/depreciation of assets2013-12-31$4,094
Total income from all sources (including contributions)2013-12-31$452,582
Total of all expenses incurred2013-12-31$227,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$227,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$228,796
Value of total assets at end of year2013-12-31$1,608,275
Value of total assets at beginning of year2013-12-31$1,382,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50
Total interest from all sources2013-12-31$2,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$141,400
Participant contributions at end of year2013-12-31$69,986
Participant contributions at beginning of year2013-12-31$56,122
Participant contributions at end of year2013-12-31$6,016
Participant contributions at beginning of year2013-12-31$5,103
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,416
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$225,419
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,608,275
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,382,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,153,225
Value of interest in pooled separate accounts at beginning of year2013-12-31$882,311
Interest on participant loans2013-12-31$2,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$376,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$436,749
Net investment gain/loss from pooled separate accounts2013-12-31$217,195
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$62,980
Employer contributions (assets) at end of year2013-12-31$2,748
Employer contributions (assets) at beginning of year2013-12-31$2,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$227,113
Contract administrator fees2013-12-31$50
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31BROCKMAN, COATS, GEDELIAN & COMPANY
Accountancy firm EIN2013-12-31341526704
2012 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,745
Total unrealized appreciation/depreciation of assets2012-12-31$3,745
Total income from all sources (including contributions)2012-12-31$331,126
Total of all expenses incurred2012-12-31$181,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$181,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$227,383
Value of total assets at end of year2012-12-31$1,382,856
Value of total assets at beginning of year2012-12-31$1,233,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$200
Total interest from all sources2012-12-31$1,671
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$1,000,000
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$139,857
Participant contributions at end of year2012-12-31$56,122
Participant contributions at beginning of year2012-12-31$27,496
Participant contributions at end of year2012-12-31$5,103
Participant contributions at beginning of year2012-12-31$5,835
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$149,750
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,382,856
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,233,106
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$882,311
Value of interest in pooled separate accounts at beginning of year2012-12-31$816,336
Interest on participant loans2012-12-31$1,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$436,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$380,346
Net investment gain/loss from pooled separate accounts2012-12-31$98,327
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$87,526
Employer contributions (assets) at end of year2012-12-31$2,571
Employer contributions (assets) at beginning of year2012-12-31$3,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$181,176
Contract administrator fees2012-12-31$200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BROCKMAN, COATS, GEDELIAN & COMPANY
Accountancy firm EIN2012-12-31341526704
2011 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$6,332
Total unrealized appreciation/depreciation of assets2011-12-31$6,332
Total income from all sources (including contributions)2011-12-31$210,177
Total of all expenses incurred2011-12-31$95,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$95,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$230,836
Value of total assets at end of year2011-12-31$1,233,106
Value of total assets at beginning of year2011-12-31$1,118,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$100
Total interest from all sources2011-12-31$822
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$1,000,000
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$147,324
Participant contributions at end of year2011-12-31$27,496
Participant contributions at beginning of year2011-12-31$20,202
Participant contributions at end of year2011-12-31$5,835
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,928
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$114,895
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,233,106
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,118,211
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$816,336
Value of interest in pooled separate accounts at beginning of year2011-12-31$771,696
Interest on participant loans2011-12-31$822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$380,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$326,313
Net investment gain/loss from pooled separate accounts2011-12-31$-27,813
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$70,584
Employer contributions (assets) at end of year2011-12-31$3,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$95,182
Contract administrator fees2011-12-31$100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BROCKMAN, COATS, GEDELIAN & COMPANY
Accountancy firm EIN2011-12-31341526704
2010 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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$303,977
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$70,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$50,844
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$181,177
Value of total assets at end of year2010-12-31$1,118,211
Value of total assets at beginning of year2010-12-31$884,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,793
Total interest from all sources2010-12-31$8,792
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$1,000,000
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$132,060
Participant contributions at end of year2010-12-31$20,202
Participant contributions at beginning of year2010-12-31$21,975
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,720
Other income not declared elsewhere2010-12-31$5,973
Administrative expenses (other) incurred2010-12-31$19,793
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$233,340
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,118,211
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$884,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$771,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$594,306
Interest on participant loans2010-12-31$659
Interest earned on other investments2010-12-31$8,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$326,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$268,590
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$108,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$47,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$50,844
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 name2010-12-31CIUNI & PANICHI, INC.
Accountancy firm EIN2010-12-31341322309
2008 : SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2008 401k financial data
Total transfer of assets to this plan2008-12-31$218,463
Total income from all sources (including contributions)2008-12-31$112,342
Total of all expenses incurred2008-12-31$60,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$60,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$336,415
Value of total assets at end of year2008-12-31$682,197
Value of total assets at beginning of year2008-12-31$411,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$200
Total interest from all sources2008-12-31$1,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$75,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$136,838
Participant contributions at end of year2008-12-31$16,426
Participant contributions at beginning of year2008-12-31$21,020
Participant contributions at end of year2008-12-31$6,650
Participant contributions at beginning of year2008-12-31$11,118
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$160,732
Administrative expenses (other) incurred2008-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$51,893
Value of net assets at end of year (total assets less liabilities)2008-12-31$682,197
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$411,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in pooled separate accounts at end of year2008-12-31$486,934
Value of interest in pooled separate accounts at beginning of year2008-12-31$342,128
Interest on participant loans2008-12-31$1,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$169,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$34,525
Net investment gain/loss from pooled separate accounts2008-12-31$-225,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31Yes
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$38,845
Employer contributions (assets) at end of year2008-12-31$2,250
Employer contributions (assets) at beginning of year2008-12-31$3,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$60,249
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31CIUNI & PANICHI, INC.
Accountancy firm EIN2008-12-31341322309

Form 5500 Responses for SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO

2022: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTH EAST OHIO 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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239
Policy instance 1
Insurance contract or identification number069239
Number of Individuals Covered167
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,370
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2370
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered156
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,841
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1841
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered155
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,841
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1841
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered154
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $670
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees670
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered146
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,787
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1787
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered142
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,735
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2735
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA, AKRON OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered144
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $152
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees152
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered136
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $162
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees162
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered132
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 $243
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees243
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered136
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 $271
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees83
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJASON HICAR
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered118
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 $683
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239F
Policy instance 1
Insurance contract or identification number069239F
Number of Individuals Covered111
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $265
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees93
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameBRENT A. TEAGUE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069239-F
Policy instance 1
Insurance contract or identification number069239-F
Number of Individuals Covered119
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,263
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees384
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameDANTE DONOFRIO

Potentially related plans

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

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

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

See full terms and conditions

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