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COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 401k Plan overview

Plan NameCOMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN
Plan identification number 001

COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING 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.
  • 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

COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN
Employer identification number (EIN):381794361
NAIC Classification:624200

Additional information about COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 783311

More information about COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHELLE WILLIAMSON
0012016-01-01MICHELLE WILLIAMSON MICHELLE WILLIAMSON2017-08-29
0012015-01-01MICHELLE WILLIAMSON MICHELLE WILLIAMSON2016-10-05
0012014-01-01MICHELLE WILLIAMSON MICHELLE WILLIAMSON2015-09-24
0012013-01-01MICHELLE WILLIAMSON MICHELLE WILLIAMSON2014-10-14
0012012-01-01MICHELLE WILLIAMSON MICHELLE WILLIAMSON2013-09-13
0012011-01-01MICHELLE WILLIAMSON
0012009-01-01MICHELLE WILLIAMSON

Plan Statistics for COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN

401k plan membership statisitcs for COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN

Measure Date Value
2022: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01334
Total number of active participants reported on line 7a of the Form 55002022-01-01214
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01133
Total of all active and inactive participants2022-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01349
Number of participants with account balances2022-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01343
Total number of active participants reported on line 7a of the Form 55002021-01-01218
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01109
Total of all active and inactive participants2021-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01332
Number of participants with account balances2021-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01307
Total number of active participants reported on line 7a of the Form 55002020-01-01256
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01343
Number of participants with account balances2020-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01351
Total number of active participants reported on line 7a of the Form 55002019-01-01255
Number of retired or separated participants receiving benefits2019-01-0139
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01307
Number of participants with account balances2019-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01351
Total number of active participants reported on line 7a of the Form 55002018-01-01220
Number of retired or separated participants receiving benefits2018-01-0185
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01351
Number of participants with account balances2018-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01372
Total number of active participants reported on line 7a of the Form 55002017-01-01227
Number of retired or separated participants receiving benefits2017-01-0187
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01351
Number of participants with account balances2017-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01285
Total number of active participants reported on line 7a of the Form 55002016-01-01229
Number of retired or separated participants receiving benefits2016-01-0193
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01372
Number of participants with account balances2016-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01266
Total number of active participants reported on line 7a of the Form 55002015-01-01214
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01285
Number of participants with account balances2015-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01245
Total number of active participants reported on line 7a of the Form 55002014-01-01197
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01266
Number of participants with account balances2014-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0136
2013: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01210
Total number of active participants reported on line 7a of the Form 55002013-01-01182
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01245
Number of participants with account balances2013-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0137
2012: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01236
Total number of active participants reported on line 7a of the Form 55002012-01-01153
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01210
Number of participants with account balances2012-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01248
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01236
Number of participants with account balances2011-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0138
2009: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01246
Total number of active participants reported on line 7a of the Form 55002009-01-01193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01241
Number of participants with account balances2009-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN

Measure Date Value
2022 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-19,245
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$581,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$554,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$742,979
Value of total assets at end of year2022-12-31$4,657,323
Value of total assets at beginning of year2022-12-31$5,258,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,153
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$295,844
Participant contributions at end of year2022-12-31$13,394
Participant contributions at beginning of year2022-12-31$17,987
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,001
Total non interest bearing cash at end of year2022-12-31$394
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-600,817
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,657,323
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,258,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$259,830
Value of interest in pooled separate accounts at end of year2022-12-31$4,607,870
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,896,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$72,482
Net investment gain/loss from pooled separate accounts2022-12-31$-762,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$441,134
Employer contributions (assets) at end of year2022-12-31$19,764
Employer contributions (assets) at beginning of year2022-12-31$11,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$554,419
Contract administrator fees2022-12-31$11,848
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MANER COSTERISAN
Accountancy firm EIN2022-12-31382157642
2021 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,514,417
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$390,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$356,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$892,715
Value of total assets at end of year2021-12-31$5,258,140
Value of total assets at beginning of year2021-12-31$4,134,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,623
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$406,169
Participant contributions at end of year2021-12-31$17,987
Participant contributions at beginning of year2021-12-31$13,930
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$176,277
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,124,121
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,258,140
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,134,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$259,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$187,160
Value of interest in pooled separate accounts at end of year2021-12-31$4,896,445
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,900,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$72,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,583
Net investment gain/loss from pooled separate accounts2021-12-31$621,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$310,269
Employer contributions (assets) at end of year2021-12-31$11,396
Employer contributions (assets) at beginning of year2021-12-31$9,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$356,673
Contract administrator fees2021-12-31$16,849
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MANER COSTERISAN
Accountancy firm EIN2021-12-31382157642
2020 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,030,454
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$354,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$313,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$613,761
Value of total assets at end of year2020-12-31$4,134,019
Value of total assets at beginning of year2020-12-31$3,457,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,354
Total interest from all sources2020-12-31$878
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$371,130
Participant contributions at end of year2020-12-31$13,930
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,810
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$676,140
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,134,019
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,457,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$187,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,251,283
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$206,589
Interest earned on other investments2020-12-31$878
Value of interest in common/collective trusts at end of year2020-12-31$3,900,867
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$415,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$240,821
Employer contributions (assets) at end of year2020-12-31$9,479
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$313,960
Contract administrator fees2020-12-31$17,090
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,104,310
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$310,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$270,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$521,467
Value of total assets at end of year2019-12-31$3,457,879
Value of total assets at beginning of year2019-12-31$2,663,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,108
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$90,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$90,140
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$317,260
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,013
Total non interest bearing cash at end of year2019-12-31$7
Total non interest bearing cash at beginning of year2019-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$794,274
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,457,879
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,663,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,251,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,460,903
Value of interest in pooled separate accounts at end of year2019-12-31$206,589
Value of interest in pooled separate accounts at beginning of year2019-12-31$202,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$477,921
Net investment gain/loss from pooled separate accounts2019-12-31$14,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$203,194
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$270,928
Contract administrator fees2019-12-31$24,446
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$321,327
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$500,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$460,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$451,685
Value of total assets at end of year2018-12-31$2,663,605
Value of total assets at beginning of year2018-12-31$2,842,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,806
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$83,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$83,384
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$281,131
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,275
Total non interest bearing cash at end of year2018-12-31$8
Total non interest bearing cash at beginning of year2018-12-31$293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-179,099
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,663,605
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,842,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,460,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,620,265
Value of interest in pooled separate accounts at end of year2018-12-31$202,086
Value of interest in pooled separate accounts at beginning of year2018-12-31$222,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-226,290
Net investment gain/loss from pooled separate accounts2018-12-31$12,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$159,279
Employer contributions (assets) at end of year2018-12-31$608
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$460,620
Contract administrator fees2018-12-31$25,146
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$894,424
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$455,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$420,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$484,061
Value of total assets at end of year2017-12-31$2,842,704
Value of total assets at beginning of year2017-12-31$2,403,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,467
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$63,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$63,173
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$224,421
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$108,188
Total non interest bearing cash at end of year2017-12-31$293
Total non interest bearing cash at beginning of year2017-12-31$304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$439,095
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,842,704
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,403,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,620,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,174,271
Value of interest in pooled separate accounts at end of year2017-12-31$222,146
Value of interest in pooled separate accounts at beginning of year2017-12-31$229,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$340,050
Net investment gain/loss from pooled separate accounts2017-12-31$7,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$151,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$420,862
Contract administrator fees2017-12-31$21,609
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$501,543
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$282,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$249,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$331,665
Value of total assets at end of year2016-12-31$2,403,609
Value of total assets at beginning of year2016-12-31$2,184,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,384
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$54,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$54,806
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$197,864
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$51
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$301
Total non interest bearing cash at end of year2016-12-31$304
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$219,466
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,403,609
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,184,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,174,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,988,347
Value of interest in pooled separate accounts at end of year2016-12-31$229,034
Value of interest in pooled separate accounts at beginning of year2016-12-31$195,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$111,658
Net investment gain/loss from pooled separate accounts2016-12-31$3,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$133,500
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$249,693
Contract administrator fees2016-12-31$21,138
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$290,834
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$413,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$403,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$324,611
Value of total assets at end of year2015-12-31$2,184,143
Value of total assets at beginning of year2015-12-31$2,307,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,759
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$59,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$59,530
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$170,860
Participant contributions at end of year2015-12-31$51
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$42,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-123,055
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,184,143
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,307,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,988,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,260,672
Value of interest in pooled separate accounts at end of year2015-12-31$195,544
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,046,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-150,093
Net investment gain/loss from pooled separate accounts2015-12-31$52,024
Net investment gain or loss from common/collective trusts2015-12-31$4,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$111,602
Employer contributions (assets) at end of year2015-12-31$201
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$403,130
Contract administrator fees2015-12-31$10,759
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$325,644
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$295,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$294,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$237,633
Value of total assets at end of year2014-12-31$2,307,198
Value of total assets at beginning of year2014-12-31$2,276,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$696
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$131,807
Other income not declared elsewhere2014-12-31$10,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$30,571
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,307,198
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,276,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,260,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,205,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,046,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,071,258
Net investment gain/loss from pooled separate accounts2014-12-31$77,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$105,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$294,377
Contract administrator fees2014-12-31$696
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$494,922
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$570,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$561,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$246,275
Value of total assets at end of year2013-12-31$2,276,627
Value of total assets at beginning of year2013-12-31$2,352,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,291
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$131,945
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,564
Other income not declared elsewhere2013-12-31$12,285
Administrative expenses (other) incurred2013-12-31$8,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-75,587
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,276,627
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,352,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,205,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,182,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,071,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,169,477
Net investment gain/loss from pooled separate accounts2013-12-31$236,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$106,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$561,218
Contract administrator fees2013-12-31$1,038
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$390,855
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$359,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$352,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$256,573
Value of total assets at end of year2012-12-31$2,352,214
Value of total assets at beginning of year2012-12-31$2,321,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,301
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$142,802
Other income not declared elsewhere2012-12-31$19,477
Administrative expenses (other) incurred2012-12-31$7,301
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$31,148
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,352,214
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,321,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,182,737
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,052,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,169,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,268,535
Net investment gain/loss from pooled separate accounts2012-12-31$114,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$113,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$352,406
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$288,782
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$390,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$379,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$285,677
Value of total assets at end of year2011-12-31$2,321,066
Value of total assets at beginning of year2011-12-31$2,422,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,668
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$160,965
Other income not declared elsewhere2011-12-31$25,944
Administrative expenses (other) incurred2011-12-31$10,668
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-101,885
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,321,066
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,422,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,052,531
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,010,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,268,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,412,022
Net investment gain/loss from pooled separate accounts2011-12-31$-22,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$124,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$379,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$495,127
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$382,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$375,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$298,921
Value of total assets at end of year2010-12-31$2,422,951
Value of total assets at beginning of year2010-12-31$2,310,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,663
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$168,679
Other income not declared elsewhere2010-12-31$41,346
Administrative expenses (other) incurred2010-12-31$6,663
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$112,712
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,422,951
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,310,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,010,929
Value of interest in pooled separate accounts at beginning of year2010-12-31$829,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,412,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,480,515
Net investment gain/loss from pooled separate accounts2010-12-31$154,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$130,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$375,752
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN

2022: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY ACTION AGENCY OF SOUTH CENTRAL MICHIGAN'S PROTOTYPE 401 (K) PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-849201
Policy instance 1
Insurance contract or identification numberGA-849201
Number of Individuals Covered351
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,303
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6303
Additional information about fees paid to insurance brokerINSTALL FEE AND ADMINISTRATIVE ALLOW.
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-849201
Policy instance 1
Insurance contract or identification numberGA-849201
Number of Individuals Covered329
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,213
Total amount of fees paid to insurance companyUSD $292
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
Commission paid to Insurance BrokerUSD $2,213
Amount paid for insurance broker fees292
Additional information about fees paid to insurance brokerINSTALL FEE AND ADMINISTRATIVE ALLOW.
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-849201
Policy instance 2
Insurance contract or identification numberGA-849201
Number of Individuals Covered320
Insurance policy start date2020-02-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,461
Total amount of fees paid to insurance companyUSD $7,764
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
Commission paid to Insurance BrokerUSD $1,461
Amount paid for insurance broker fees7764
Additional information about fees paid to insurance brokerINSTALL FEE AND ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809705
Policy instance 1
Insurance contract or identification number809705
Insurance policy start date2020-01-01
Insurance policy end date2020-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809705
Policy instance 1
Insurance contract or identification number809705
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809705
Policy instance 1
Insurance contract or identification number809705
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809705
Policy instance 1
Insurance contract or identification number809705
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055987-H
Policy instance 1
Insurance contract or identification number055987-H
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $209
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees209
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJAMES FERGUSSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055987-H
Policy instance 1
Insurance contract or identification number055987-H
Number of Individuals Covered266
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $365
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees365
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJAMES FERGUSSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055987-H
Policy instance 1
Insurance contract or identification number055987-H
Number of Individuals Covered245
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $338
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees338
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJAMES FERGUSSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055987-H
Policy instance 1
Insurance contract or identification number055987-H
Number of Individuals Covered210
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $242
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees114
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameANTHONY ROGALSKI
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055987H
Policy instance 1
Insurance contract or identification number055987H
Number of Individuals Covered236
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,037
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055987H
Policy instance 1
Insurance contract or identification number055987H
Number of Individuals Covered248
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $567
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees197
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER SCHUPPE

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