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PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 401k Plan overview

Plan NamePIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN
Plan identification number 001

PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN Benefits

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

PIONEER CENTER FOR HUMAN SERVICES has sponsored the creation of one or more 401k plans.

Company Name:PIONEER CENTER FOR HUMAN SERVICES
Employer identification number (EIN):362480845
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01SCOTT LARSEN SCOTT LARSEN2018-01-12
0012015-07-01SCOTT LARSEN SCOTT LARSEN2017-02-21
0012014-07-01SCOTT LARSEN SCOTT LARSEN2016-03-22
0012013-07-01ROCIO ARREOLA-ESCUTIA MICHAEL SNIDER2015-01-29
0012012-07-01JEFF KURTH MICHAEL SNIDER2014-04-15
0012011-07-01JEFF KURTH JEFF KURTH2013-04-15
0012009-07-01JEFF KURTH JEFF KURTH2011-03-16

Plan Statistics for PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN

401k plan membership statisitcs for PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN

Measure Date Value
2022: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01251
Total number of active participants reported on line 7a of the Form 55002022-07-01202
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0143
Total of all active and inactive participants2022-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-01246
Number of participants with account balances2022-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01259
Total number of active participants reported on line 7a of the Form 55002021-07-01248
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0130
Total of all active and inactive participants2021-07-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01279
Number of participants with account balances2021-07-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01245
Total number of active participants reported on line 7a of the Form 55002020-07-01198
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0146
Total of all active and inactive participants2020-07-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01244
Number of participants with account balances2020-07-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01255
Total number of active participants reported on line 7a of the Form 55002019-07-01208
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0137
Total of all active and inactive participants2019-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01245
Number of participants with account balances2019-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01244
Total number of active participants reported on line 7a of the Form 55002018-07-01215
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0140
Total of all active and inactive participants2018-07-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01255
Number of participants with account balances2018-07-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01212
Total number of active participants reported on line 7a of the Form 55002017-07-01209
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0135
Total of all active and inactive participants2017-07-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01244
Number of participants with account balances2017-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01248
Total number of active participants reported on line 7a of the Form 55002016-07-01181
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0131
Total of all active and inactive participants2016-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01212
Number of participants with account balances2016-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01352
Total number of active participants reported on line 7a of the Form 55002015-07-01177
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0147
Total of all active and inactive participants2015-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01224
Number of participants with account balances2015-07-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0111
2014: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01294
Total number of active participants reported on line 7a of the Form 55002014-07-01319
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0118
Total of all active and inactive participants2014-07-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01338
Number of participants with account balances2014-07-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0111
2013: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01305
Total number of active participants reported on line 7a of the Form 55002013-07-01285
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0116
Total of all active and inactive participants2013-07-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01301
Number of participants with account balances2013-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01255
Total number of active participants reported on line 7a of the Form 55002012-07-01293
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0115
Total of all active and inactive participants2012-07-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01308
Number of participants with account balances2012-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0113
2011: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01306
Total number of active participants reported on line 7a of the Form 55002011-07-01303
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-017
Total of all active and inactive participants2011-07-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01310
Number of participants with account balances2011-07-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0113
2009: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01293
Total number of active participants reported on line 7a of the Form 55002009-07-01203
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0114
Total of all active and inactive participants2009-07-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01217
Number of participants with account balances2009-07-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-018

Financial Data on PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN

Measure Date Value
2023 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$0
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$0
Total transfer of assets from this plan2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$6,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$6,787
Expenses. Interest paid2023-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-06-30$0
Total income from all sources (including contributions)2023-06-30$736,214
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$208,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$185,667
Expenses. Certain deemed distributions of participant loans2023-06-30$10,169
Value of total corrective distributions2023-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$432,787
Value of total assets at end of year2023-06-30$2,964,477
Value of total assets at beginning of year2023-06-30$2,436,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$12,531
Total income from rents2023-06-30$0
Total interest from all sources2023-06-30$2,936
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$0
Assets. Real estate other than employer real property at end of year2023-06-30$0
Assets. Real estate other than employer real property at beginning of year2023-06-30$0
Administrative expenses professional fees incurred2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-06-30$0
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$308,891
Participant contributions at end of year2023-06-30$36,561
Participant contributions at beginning of year2023-06-30$43,756
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Assets. Other investments not covered elsewhere at end of year2023-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$123,896
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$0
Assets. Loans (other than to participants) at end of year2023-06-30$0
Assets. Loans (other than to participants) at beginning of year2023-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$6,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$6,787
Other income not declared elsewhere2023-06-30$0
Administrative expenses (other) incurred2023-06-30$0
Liabilities. Value of operating payables at end of year2023-06-30$0
Liabilities. Value of operating payables at beginning of year2023-06-30$0
Total non interest bearing cash at end of year2023-06-30$0
Total non interest bearing cash at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Income. Non cash contributions2023-06-30$0
Value of net income/loss2023-06-30$527,847
Value of net assets at end of year (total assets less liabilities)2023-06-30$2,957,939
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$2,430,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$0
Assets. partnership/joint venture interests at beginning of year2023-06-30$0
Investment advisory and management fees2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$2,836,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$2,245,502
Value of interest in pooled separate accounts at end of year2023-06-30$0
Value of interest in pooled separate accounts at beginning of year2023-06-30$0
Interest on participant loans2023-06-30$1,869
Income. Interest from loans (other than to participants)2023-06-30$0
Interest earned on other investments2023-06-30$1,067
Income. Interest from US Government securities2023-06-30$0
Income. Interest from corporate debt instruments2023-06-30$0
Value of interest in master investment trust accounts at end of year2023-06-30$0
Value of interest in master investment trust accounts at beginning of year2023-06-30$0
Value of interest in common/collective trusts at end of year2023-06-30$0
Value of interest in common/collective trusts at beginning of year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2023-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$91,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$147,621
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$0
Asset value of US Government securities at end of year2023-06-30$0
Asset value of US Government securities at beginning of year2023-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$300,491
Net investment gain/loss from pooled separate accounts2023-06-30$0
Net investment gain or loss from common/collective trusts2023-06-30$0
Net gain/loss from 103.12 investment entities2023-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Assets. Invements in employer securities at end of year2023-06-30$0
Assets. Invements in employer securities at beginning of year2023-06-30$0
Assets. Value of employer real property at end of year2023-06-30$0
Assets. Value of employer real property at beginning of year2023-06-30$0
Contributions received in cash from employer2023-06-30$0
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Income. Dividends from preferred stock2023-06-30$0
Income. Dividends from common stock2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$185,667
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$0
Contract administrator fees2023-06-30$12,531
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$0
Liabilities. Value of benefit claims payable at end of year2023-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$0
Aggregate carrying amount (costs) on sale of assets2023-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2023-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-06-30$0
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SELDEN FOX
Accountancy firm EIN2023-06-30362985770
2022 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$6,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$6,163
Expenses. Interest paid2022-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-06-30$0
Total income from all sources (including contributions)2022-06-30$-106,573
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$169,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$155,524
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$325,195
Value of total assets at end of year2022-06-30$2,436,879
Value of total assets at beginning of year2022-06-30$2,712,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$13,753
Total income from rents2022-06-30$0
Total interest from all sources2022-06-30$2,402
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$311,837
Participant contributions at end of year2022-06-30$43,756
Participant contributions at beginning of year2022-06-30$36,276
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$13,358
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$6,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$6,163
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$0
Liabilities. Value of operating payables at end of year2022-06-30$0
Liabilities. Value of operating payables at beginning of year2022-06-30$0
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-275,850
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,430,092
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,705,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Investment advisory and management fees2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,245,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$0
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,560,020
Interest on participant loans2022-06-30$1,469
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$933
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$147,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$115,809
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-434,170
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$0
Assets. Invements in employer securities at beginning of year2022-06-30$0
Assets. Value of employer real property at end of year2022-06-30$0
Assets. Value of employer real property at beginning of year2022-06-30$0
Contributions received in cash from employer2022-06-30$0
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$155,524
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Contract administrator fees2022-06-30$13,753
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2022-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30EDER CASELLA & CO.
Accountancy firm EIN2022-06-30363614997
2021 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$6,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$5,407
Total income from all sources (including contributions)2021-06-30$883,158
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$445,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$432,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$272,494
Value of total assets at end of year2021-06-30$2,712,105
Value of total assets at beginning of year2021-06-30$2,273,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$12,689
Total interest from all sources2021-06-30$1,034
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$272,494
Participant contributions at end of year2021-06-30$36,276
Participant contributions at beginning of year2021-06-30$18,954
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$6,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$5,407
Other income not declared elsewhere2021-06-30$1,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$437,577
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,705,942
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,268,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$2,560,020
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,150,090
Interest on participant loans2021-06-30$1,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$115,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$104,728
Net investment gain/loss from pooled separate accounts2021-06-30$608,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$432,892
Contract administrator fees2021-06-30$12,689
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30EDER, CASELLA & CO.
Accountancy firm EIN2021-06-30363614997
2020 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$5,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$7,536
Total income from all sources (including contributions)2020-06-30$381,983
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$276,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$270,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$298,085
Value of total assets at end of year2020-06-30$2,273,772
Value of total assets at beginning of year2020-06-30$2,170,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$6,192
Total interest from all sources2020-06-30$1,403
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$261,552
Participant contributions at end of year2020-06-30$18,954
Participant contributions at beginning of year2020-06-30$25,662
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$36,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$5,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$7,536
Other income not declared elsewhere2020-06-30$1,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$105,703
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,268,365
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,162,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$2,150,090
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,088,614
Interest on participant loans2020-06-30$1,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$104,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$55,922
Net investment gain/loss from pooled separate accounts2020-06-30$81,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$270,088
Contract administrator fees2020-06-30$6,192
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30EDER, CASELLA & CO.
Accountancy firm EIN2020-06-30363614997
2019 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$7,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$394,314
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$99,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$84,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$268,478
Value of total assets at end of year2019-06-30$2,170,198
Value of total assets at beginning of year2019-06-30$1,867,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$14,746
Total interest from all sources2019-06-30$1,734
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$267,847
Participant contributions at end of year2019-06-30$25,662
Participant contributions at beginning of year2019-06-30$25,153
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$9,099
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$7,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$294,867
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,162,662
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,867,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$2,088,614
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,788,643
Interest on participant loans2019-06-30$1,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$55,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$44,900
Net investment gain/loss from pooled separate accounts2019-06-30$123,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$84,701
Contract administrator fees2019-06-30$14,746
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30EDER, CASELLA & CO.
Accountancy firm EIN2019-06-30363614997
2018 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$425,080
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$302,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$289,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$258,265
Value of total assets at end of year2018-06-30$1,867,795
Value of total assets at beginning of year2018-06-30$1,745,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$13,333
Total interest from all sources2018-06-30$1,258
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$61,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$61,415
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$253,832
Participant contributions at end of year2018-06-30$25,153
Participant contributions at beginning of year2018-06-30$21,117
Participant contributions at end of year2018-06-30$9,099
Participant contributions at beginning of year2018-06-30$8,476
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$4,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$122,108
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,867,795
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,745,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,788,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,635,825
Interest on participant loans2018-06-30$1,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$44,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$80,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$104,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$289,639
Contract administrator fees2018-06-30$13,333
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30EDER, CASELLA & CO.
Accountancy firm EIN2018-06-30363614997
2017 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$413,737
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$702,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$690,276
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$202,349
Value of total assets at end of year2017-06-30$1,745,687
Value of total assets at beginning of year2017-06-30$2,034,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$12,408
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$4,423
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$18,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$18,184
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Amount of non-exempt transactions with any party-in-interest2017-06-30$0
Contributions received from participants2017-06-30$200,941
Participant contributions at end of year2017-06-30$21,117
Participant contributions at beginning of year2017-06-30$7,011
Participant contributions at end of year2017-06-30$8,476
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,408
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-288,947
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,745,687
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,034,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-06-30$0
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,635,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,708,886
Interest on participant loans2017-06-30$837
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$3,586
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$80,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$318,737
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$188,781
Net investment gain/loss from pooled separate accounts2017-06-30$0
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$0
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$690,276
Contract administrator fees2017-06-30$12,408
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30EDER, CASELLA & CO.
Accountancy firm EIN2017-06-30363614997
2016 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$294,690
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$879,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$862,024
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$351,134
Value of total assets at end of year2016-06-30$2,034,634
Value of total assets at beginning of year2016-06-30$2,619,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$17,820
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$9,265
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$23,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$23,727
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Amount of non-exempt transactions with any party-in-interest2016-06-30$0
Contributions received from participants2016-06-30$344,890
Participant contributions at end of year2016-06-30$7,011
Participant contributions at beginning of year2016-06-30$26,578
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$6,244
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$6
Administrative expenses (other) incurred2016-06-30$2
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-585,154
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,034,634
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,619,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-06-30$0
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,708,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,254,907
Interest on participant loans2016-06-30$1,181
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$8,084
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$318,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$338,303
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-89,442
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$0
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$862,024
Contract administrator fees2016-06-30$17,818
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30EDER, CASELLA & CO.
Accountancy firm EIN2016-06-30363614997
2015 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$401,045
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$212,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$197,464
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$341,943
Value of total assets at end of year2015-06-30$2,619,788
Value of total assets at beginning of year2015-06-30$2,431,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$14,771
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$10,790
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$34,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$34,155
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$314,809
Participant contributions at end of year2015-06-30$26,578
Participant contributions at beginning of year2015-06-30$41,144
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$27,134
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$3
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$188,409
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,619,788
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,431,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,254,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,003,906
Interest on participant loans2015-06-30$2,107
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$8,683
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$338,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$319,667
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$14,154
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$66,662
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$197,464
Contract administrator fees2015-06-30$14,771
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30EDER, CASELLA & CO.
Accountancy firm EIN2015-06-30363614997
2014 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$656,698
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$124,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$112,818
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$336,881
Value of total assets at end of year2014-06-30$2,431,379
Value of total assets at beginning of year2014-06-30$1,899,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$12,149
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$10,699
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$22,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$22,147
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$223,134
Participant contributions at end of year2014-06-30$41,144
Participant contributions at beginning of year2014-06-30$31,785
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$47,085
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$531,731
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,431,379
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,899,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,003,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,517,910
Interest on participant loans2014-06-30$1,922
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$8,777
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$319,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$283,522
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$286,971
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$66,662
Employer contributions (assets) at end of year2014-06-30$66,662
Employer contributions (assets) at beginning of year2014-06-30$66,431
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$112,818
Contract administrator fees2014-06-30$12,149
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30EDER CASELLA AND COMPANY
Accountancy firm EIN2014-06-30363614997
2013 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$581,899
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$638,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$629,639
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$343,771
Value of total assets at end of year2013-06-30$1,899,648
Value of total assets at beginning of year2013-06-30$1,956,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,167
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$8,178
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$22,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$22,649
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$180,061
Participant contributions at end of year2013-06-30$31,785
Participant contributions at beginning of year2013-06-30$15,643
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$49,481
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$33,256
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-56,907
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,899,648
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,956,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,517,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,609,447
Interest on participant loans2013-06-30$216
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$7,962
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$283,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$331,465
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$174,045
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$114,229
Employer contributions (assets) at end of year2013-06-30$66,431
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$629,639
Contract administrator fees2013-06-30$9,167
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30EDER CASELLA AND COMPANY
Accountancy firm EIN2013-06-30363614997
2012 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$221,668
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$309,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$298,192
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$1,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$230,140
Value of total assets at end of year2012-06-30$1,956,555
Value of total assets at beginning of year2012-06-30$2,044,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$10,365
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$13,058
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$23,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$23,749
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$194,682
Participant contributions at end of year2012-06-30$15,643
Participant contributions at beginning of year2012-06-30$20,062
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$35,458
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-87,902
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,956,555
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,044,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,609,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,629,354
Interest on participant loans2012-06-30$1,217
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$11,841
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$331,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$347,451
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-45,279
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$0
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$47,590
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$298,192
Contract administrator fees2012-06-30$10,365
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30EDER, CASELLA & CO.
Accountancy firm EIN2012-06-30363614997
2011 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$610,325
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$225,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$215,109
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$249,928
Value of total assets at end of year2011-06-30$2,044,457
Value of total assets at beginning of year2011-06-30$1,659,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$9,725
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$11,365
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$20,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$20,912
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$201,669
Participant contributions at end of year2011-06-30$20,062
Participant contributions at beginning of year2011-06-30$17,281
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$669
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$384,932
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,044,457
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,659,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,629,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,311,818
Interest on participant loans2011-06-30$1,165
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$10,200
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$347,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$292,656
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$328,120
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$47,590
Employer contributions (assets) at end of year2011-06-30$47,590
Employer contributions (assets) at beginning of year2011-06-30$37,770
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$215,109
Contract administrator fees2011-06-30$9,725
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WARADY & DAVIS LLP
Accountancy firm EIN2011-06-30362170602
2010 : PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN

2022: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PIONEER CENTER FOR HUMAN SERVICES 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76739
Policy instance 1
Insurance contract or identification numberG76739
Number of Individuals Covered187
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76739
Policy instance 1
Insurance contract or identification numberG76739
Number of Individuals Covered196
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76739
Policy instance 1
Insurance contract or identification numberG76739
Number of Individuals Covered176
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76739
Policy instance 1
Insurance contract or identification numberG76739
Number of Individuals Covered184
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76739
Policy instance 1
Insurance contract or identification numberG76739
Number of Individuals Covered202
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered237
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $167
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76739
Policy instance 2
Insurance contract or identification numberG76739
Number of Individuals Covered210
Insurance policy start date2017-10-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered224
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $853
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $853
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered338
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $804
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $804
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered301
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,895
Total amount of fees paid to insurance companyUSD $1,117
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,157
Amount paid for insurance broker fees1117
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered308
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,685
Total amount of fees paid to insurance companyUSD $845
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,940
Amount paid for insurance broker fees845
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered310
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered187
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,838
Total amount of fees paid to insurance companyUSD $816
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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