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NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 401k Plan overview

Plan NameNORTHLAND COUNSELING CENTER, INC. 403(B) PLAN
Plan identification number 001

NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

NORTHLAND COUNSELING CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHLAND COUNSELING CENTER, INC.
Employer identification number (EIN):410859738
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHLAND COUNSELING CENTER, INC. 403(B) 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
0012017-01-01KRISLYN WATSON KRISLYN WATSON2018-10-12
0012016-01-01KRISLYN WATSON KRISLYN WATSON2017-10-16
0012015-01-01CHRIS JENKINS CHRIS JENKINS2016-10-14
0012014-01-01CHRIS JENKINS CHRIS JENKINS2015-10-15
0012013-01-01DEBBIE SMITH DEBBIE SMITH2014-10-13
0012012-01-01DEBBIE SMITH DEBBIE SMITH2013-10-14
0012011-01-01DEBBIE SMITH DEBBIE SMITH2012-10-08
0012010-01-01DEBBIE SMITH DEBBIE SMITH2012-02-29
0012009-01-01DEBBIE SMITH DEBBIE SMITH2011-02-07
0012009-01-01DEBBIE SMITH DEBBIE SMITH2010-10-14

Plan Statistics for NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN

401k plan membership statisitcs for NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN

Measure Date Value
2022: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01289
Total number of active participants reported on line 7a of the Form 55002022-01-01246
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01266
Total participants2022-01-01266
Number of participants with account balances2022-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01297
Total number of active participants reported on line 7a of the Form 55002021-01-01241
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01287
Number of participants with account balances2021-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01296
Total number of active participants reported on line 7a of the Form 55002020-01-01258
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01300
Total participants2020-01-01300
Number of participants with account balances2020-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01311
Total number of active participants reported on line 7a of the Form 55002019-01-01268
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01304
Total participants2019-01-01304
Number of participants with account balances2019-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01262
Total number of active participants reported on line 7a of the Form 55002018-01-01277
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01312
Number of participants with account balances2018-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01263
Total number of active participants reported on line 7a of the Form 55002017-01-01255
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01293
Number of participants with account balances2017-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01254
Total number of active participants reported on line 7a of the Form 55002016-01-01232
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01264
Total participants2016-01-01264
Number of participants with account balances2016-01-01156
2015: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01237
Total number of active participants reported on line 7a of the Form 55002015-01-01212
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01246
Number of participants with account balances2015-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01231
Total number of active participants reported on line 7a of the Form 55002014-01-01199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01233
Number of participants with account balances2014-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01241
Total number of active participants reported on line 7a of the Form 55002013-01-01201
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01231
Number of participants with account balances2013-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01244
Total number of active participants reported on line 7a of the Form 55002012-01-01216
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01239
Number of participants with account balances2012-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01200
Total number of active participants reported on line 7a of the Form 55002011-01-01188
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01216
Total participants2011-01-01216
Number of participants with account balances2011-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0139
2010: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01185
Total number of active participants reported on line 7a of the Form 55002010-01-01189
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01198
Total participants2010-01-01198
Number of participants with account balances2010-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-01178
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01183
Number of participants with account balances2009-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN

Measure Date Value
2022 : NORTHLAND COUNSELING CENTER, INC. 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-5,406
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$392,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$363,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$475,229
Value of total assets at end of year2022-12-31$3,354,860
Value of total assets at beginning of year2022-12-31$3,752,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,967
Total interest from all sources2022-12-31$902
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$76,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$76,330
Administrative expenses professional fees incurred2022-12-31$28,967
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$350,088
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$100
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$87
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,284
Assets. Loans (other than to participants) at end of year2022-12-31$16,653
Assets. Loans (other than to participants) at beginning of year2022-12-31$8,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-397,808
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,354,860
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,752,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,338,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,744,224
Interest on participant loans2022-12-31$902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-557,867
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$97,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$363,435
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SHOLOM BLAKE
Accountancy firm EIN2022-12-31853390892
2021 : NORTHLAND COUNSELING CENTER, INC. 403(B) 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$767,231
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$268,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$242,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$387,048
Value of total assets at end of year2021-12-31$3,752,668
Value of total assets at beginning of year2021-12-31$3,254,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,889
Total interest from all sources2021-12-31$780
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$360,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$360,766
Administrative expenses professional fees incurred2021-12-31$25,889
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$307,550
Participant contributions at end of year2021-12-31$100
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$87
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$81
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$79,498
Assets. Loans (other than to participants) at end of year2021-12-31$8,257
Assets. Loans (other than to participants) at beginning of year2021-12-31$14,492
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$498,532
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,752,668
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,254,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,744,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,239,563
Income. Interest from loans (other than to participants)2021-12-31$780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,637
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$242,810
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SHOLOM BLAKE
Accountancy firm EIN2021-12-31853390892
2020 : NORTHLAND COUNSELING CENTER, INC. 403(B) 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$724,869
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$78,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$58,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$318,886
Value of total assets at end of year2020-12-31$3,254,136
Value of total assets at beginning of year2020-12-31$2,607,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,119
Total interest from all sources2020-12-31$1,369
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$118,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$118,918
Administrative expenses professional fees incurred2020-12-31$20,119
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$318,886
Assets. Other investments not covered elsewhere at end of year2020-12-31$81
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$14,492
Assets. Loans (other than to participants) at beginning of year2020-12-31$22,225
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$646,146
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,254,136
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,607,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,239,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,585,765
Interest on participant loans2020-12-31$1,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$285,696
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$58,604
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SHOLOM BLAKE
Accountancy firm EIN2020-12-31853390892
2019 : NORTHLAND COUNSELING CENTER, INC. 403(B) 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$767,411
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$316,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$300,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$345,119
Value of total assets at end of year2019-12-31$2,607,990
Value of total assets at beginning of year2019-12-31$2,157,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,692
Total interest from all sources2019-12-31$624
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$52,814
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$52,814
Administrative expenses professional fees incurred2019-12-31$16,692
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$327,373
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,746
Assets. Loans (other than to participants) at end of year2019-12-31$22,225
Assets. Loans (other than to participants) at beginning of year2019-12-31$13,031
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$450,639
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,607,990
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,157,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,585,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,047,037
Interest on participant loans2019-12-31$547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$77
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$97,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$368,854
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$300,080
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 name2019-12-31SHOLOM BLAKE
Accountancy firm EIN2019-12-31264434097
2018 : NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$418
Total income from all sources (including contributions)2018-12-31$139,264
Total of all expenses incurred2018-12-31$159,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$150,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$274,740
Value of total assets at end of year2018-12-31$2,157,351
Value of total assets at beginning of year2018-12-31$2,177,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,091
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$1,192
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$38,625
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$38,625
Administrative expenses professional fees incurred2018-12-31$9,091
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$261,591
Participant contributions at beginning of year2018-12-31$300
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,089
Assets. Loans (other than to participants) at end of year2018-12-31$13,031
Assets. Loans (other than to participants) at beginning of year2018-12-31$25,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$418
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,224
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,157,351
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,177,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,047,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,056,230
Interest on participant loans2018-12-31$1,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$97,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$95,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-175,293
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$60
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$150,397
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
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31SHOLOM BLAKE
Accountancy firm EIN2018-12-31264434097
2017 : NORTHLAND COUNSELING CENTER, INC. 403(B) 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$418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$59
Total income from all sources (including contributions)2017-12-31$593,042
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$435,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$425,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$275,676
Value of total assets at end of year2017-12-31$2,177,993
Value of total assets at beginning of year2017-12-31$2,019,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,679
Total interest from all sources2017-12-31$2,484
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$32,761
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$32,761
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$275,676
Participant contributions at end of year2017-12-31$25,810
Participant contributions at beginning of year2017-12-31$32,214
Participant contributions at end of year2017-12-31$300
Participant contributions at beginning of year2017-12-31$11,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$59
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$157,649
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,177,575
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,019,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,056,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,887,745
Interest on participant loans2017-12-31$1,430
Interest earned on other investments2017-12-31$1,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$95,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$88,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$282,121
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$425,714
Contract administrator fees2017-12-31$9,679
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 name2017-12-31SHOLOM R BLAKE
Accountancy firm EIN2017-12-31264434097
2016 : NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$59
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$60
Total income from all sources (including contributions)2016-12-31$380,231
Total of all expenses incurred2016-12-31$247,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$238,744
Value of total corrective distributions2016-12-31$491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$295,039
Value of total assets at end of year2016-12-31$2,019,985
Value of total assets at beginning of year2016-12-31$1,887,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,621
Total interest from all sources2016-12-31$2,851
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,263
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$16,263
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$256,756
Participant contributions at end of year2016-12-31$32,214
Participant contributions at beginning of year2016-12-31$48,810
Participant contributions at end of year2016-12-31$11,231
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$38,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$59
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$60
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$132,375
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,019,926
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,887,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,887,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,801,596
Interest on participant loans2016-12-31$2,011
Interest earned on other investments2016-12-31$840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$88,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$37,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$66,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$238,744
Contract administrator fees2016-12-31$8,621
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 name2016-12-31SHOLOM R BLAKE
Accountancy firm EIN2016-12-31264434097
2015 : NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
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$60
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$60
Total income from all sources (including contributions)2015-12-31$237,955
Total of all expenses incurred2015-12-31$259,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$250,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$262,251
Value of total assets at end of year2015-12-31$1,887,611
Value of total assets at beginning of year2015-12-31$1,908,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,430
Total interest from all sources2015-12-31$3,195
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,738
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$11,738
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$246,462
Participant contributions at end of year2015-12-31$48,810
Participant contributions at beginning of year2015-12-31$67,295
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$448
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$60
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$60
Other income not declared elsewhere2015-12-31$263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-21,386
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,887,551
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,908,937
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$1,801,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,838,982
Interest on participant loans2015-12-31$3,056
Interest earned on other investments2015-12-31$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$37,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-39,492
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
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$250,911
Contract administrator fees2015-12-31$8,430
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 name2015-12-31SHOLOM R BLANK
Accountancy firm EIN2015-12-31264434097
2014 : NORTHLAND COUNSELING CENTER, INC. 403(B) 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$60
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$361,908
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$298,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$288,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$273,363
Value of total assets at end of year2014-12-31$1,908,997
Value of total assets at beginning of year2014-12-31$1,845,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,616
Total interest from all sources2014-12-31$3,175
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$31,003
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$19,100
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$273,363
Participant contributions at end of year2014-12-31$67,295
Participant contributions at beginning of year2014-12-31$49,963
Participant contributions at end of year2014-12-31$448
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$60
Other income not declared elsewhere2014-12-31$-1,985
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$63,618
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,908,937
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,845,319
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$1,838,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,792,907
Interest on participant loans2014-12-31$3,058
Interest earned on other investments2014-12-31$117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$56,352
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$288,674
Contract administrator fees2014-12-31$9,616
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 name2014-12-31SHOLOM R BLANK
Accountancy firm EIN2014-12-31264434097
2013 : NORTHLAND COUNSELING CENTER, INC. 403(B) 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$543,937
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$232,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$224,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$263,198
Value of total assets at end of year2013-12-31$1,845,319
Value of total assets at beginning of year2013-12-31$1,533,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,854
Total interest from all sources2013-12-31$501
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$17,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$17,161
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$263,198
Participant contributions at end of year2013-12-31$49,963
Participant contributions at beginning of year2013-12-31$20,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$42
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$311,602
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,845,319
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,533,717
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$1,792,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,491,823
Interest on participant loans2013-12-31$447
Interest earned on other investments2013-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$263,035
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
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$224,481
Contract administrator fees2013-12-31$7,854
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 name2013-12-31SHOLOM R BLANK
Accountancy firm EIN2013-12-31264434097
2012 : NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$445,918
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$77,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$72,336
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$263,442
Value of total assets at end of year2012-12-31$1,533,717
Value of total assets at beginning of year2012-12-31$1,165,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,485
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$266
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$18,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$18,892
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$219,883
Participant contributions at end of year2012-12-31$20,460
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$43,559
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$23,839
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables 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$368,097
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,533,717
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,165,620
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
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,491,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$822,157
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$266
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,537
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$139,479
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$331,926
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$72,336
Contract administrator fees2012-12-31$5,485
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31SHOLOM R BLANK
Accountancy firm EIN2012-12-31264434097
2011 : NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2011 401k financial data
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$562,209
Total of all expenses incurred2011-12-31$126,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$122,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$578,251
Value of total assets at end of year2011-12-31$1,165,620
Value of total assets at beginning of year2011-12-31$729,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,656
Total interest from all sources2011-12-31$57
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$10,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$10,081
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$245,681
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$644
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$435,880
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,165,620
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$729,740
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$822,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$729,460
Interest earned on other investments2011-12-31$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-26,180
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$331,926
Employer contributions (assets) at end of year2011-12-31$331,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$122,673
Contract administrator fees2011-12-31$3,656
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 name2011-12-31SHOLOM R BLANK
Accountancy firm EIN2011-12-31264434097
2010 : NORTHLAND COUNSELING CENTER, INC. 403(B) 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$321,549
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$233,711
Value of total assets at end of year2010-12-31$729,740
Value of total assets at beginning of year2010-12-31$413,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,498
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,403
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$233,000
Participant contributions at beginning of year2010-12-31$229
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$711
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$315,937
Value of net assets at end of year (total assets less liabilities)2010-12-31$729,740
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$413,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$729,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$413,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$80,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,114
Contract administrator fees2010-12-31$2,498
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31EIKILL & SCHILLING, LTD.
Accountancy firm EIN2010-12-31411308137

Form 5500 Responses for NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN

2022: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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: NORTHLAND COUNSELING CENTER, INC. 403(B) 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
2010: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTHLAND COUNSELING CENTER, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $122
Total amount of fees paid to insurance companyUSD $52
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 $122
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered163
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $225
Total amount of fees paid to insurance companyUSD $97
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $225
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered179
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $240
Total amount of fees paid to insurance companyUSD $105
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Insurance broker organization code?3
Amount paid for insurance broker fees105
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker namePRINCIPAL SECURITIES INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered192
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $26
Total amount of fees paid to insurance companyUSD $13
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTAX SHELTERED COMPENSATION INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered194
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $6
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTAX SHELTERED COMPENSATION INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered207
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,885
Total amount of fees paid to insurance companyUSD $1,706
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,885
Insurance broker organization code?3
Amount paid for insurance broker fees1706
Additional information about fees paid to insurance brokerREFERRAL / SERVICE FEE
Insurance broker nameTAX SHELTERED COMPENSATION INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered225
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,093
Total amount of fees paid to insurance companyUSD $1,144
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,093
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTAX SHELTERED COMPENSATION INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered160
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,013
Total amount of fees paid to insurance companyUSD $817
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered170
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,368
Total amount of fees paid to insurance companyUSD $878
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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