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EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 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

YOUNG HOUSE FAMILY SERVICES, INCORP ORATED has sponsored the creation of one or more 401k plans.

Company Name:YOUNG HOUSE FAMILY SERVICES, INCORP ORATED
Employer identification number (EIN):420959956
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MELISSA BROWN
0012016-07-01SHAUNA FREITAG SHAUNA FREITAG2018-02-08
0012015-07-01SHAUNA J. FREITAG SHAUNA J. FREITAG2017-01-19
0012014-07-01SHAUNA J. FREITAG SHAUNA J. FREITAG2015-12-21
0012013-07-01JACK ESCORCIA JACK ESCORCIA2015-01-15
0012012-07-01JOHN ESCORCIA JOHN ESCORCIA2013-10-23
0012011-07-01JOHN ESCORCIA JOHN ESCORCIA2012-12-14
0012010-07-01JOHN ESCORCIA JOHN ESCORCIA2011-10-31
0012009-07-01JOHN M. ESCORCIA

Plan Statistics for EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2021 401k membership
Total participants, beginning-of-year2021-07-01107
Total number of active participants reported on line 7a of the Form 55002021-07-0142
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0178
Total of all active and inactive participants2021-07-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01122
Number of participants with account balances2021-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0112
2020: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2020 401k membership
Total participants, beginning-of-year2020-07-01114
Total number of active participants reported on line 7a of the Form 55002020-07-0151
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0155
Total of all active and inactive participants2020-07-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01107
Number of participants with account balances2020-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2019 401k membership
Total participants, beginning-of-year2019-07-01113
Total number of active participants reported on line 7a of the Form 55002019-07-0161
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0151
Total of all active and inactive participants2019-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01114
Number of participants with account balances2019-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-012
2018: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2018 401k membership
Total participants, beginning-of-year2018-07-01106
Total number of active participants reported on line 7a of the Form 55002018-07-0159
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0152
Total of all active and inactive participants2018-07-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01113
Number of participants with account balances2018-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2017 401k membership
Total participants, beginning-of-year2017-07-01105
Total number of active participants reported on line 7a of the Form 55002017-07-0156
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0149
Total of all active and inactive participants2017-07-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01106
Number of participants with account balances2017-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2016 401k membership
Total participants, beginning-of-year2016-07-0198
Total number of active participants reported on line 7a of the Form 55002016-07-0163
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0141
Total of all active and inactive participants2016-07-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01105
Number of participants with account balances2016-07-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2015 401k membership
Total participants, beginning-of-year2015-07-01100
Total number of active participants reported on line 7a of the Form 55002015-07-0165
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0132
Total of all active and inactive participants2015-07-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-0198
Number of participants with account balances2015-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0111
2014: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2014 401k membership
Total participants, beginning-of-year2014-07-01102
Total number of active participants reported on line 7a of the Form 55002014-07-0172
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0128
Total of all active and inactive participants2014-07-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01100
Number of participants with account balances2014-07-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2013 401k membership
Total participants, beginning-of-year2013-07-01103
Total number of active participants reported on line 7a of the Form 55002013-07-0173
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0129
Total of all active and inactive participants2013-07-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01102
Number of participants with account balances2013-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-018
2012: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2012 401k membership
Total participants, beginning-of-year2012-07-01101
Total number of active participants reported on line 7a of the Form 55002012-07-0182
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0121
Total of all active and inactive participants2012-07-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01103
Number of participants with account balances2012-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2011 401k membership
Total participants, beginning-of-year2011-07-0199
Total number of active participants reported on line 7a of the Form 55002011-07-0185
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0116
Total of all active and inactive participants2011-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01101
Number of participants with account balances2011-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2010 401k membership
Total participants, beginning-of-year2010-07-01116
Total number of active participants reported on line 7a of the Form 55002010-07-01156
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-014
Total of all active and inactive participants2010-07-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01160
Number of participants with account balances2010-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-018
2009: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2009 401k membership
Total participants, beginning-of-year2009-07-01118
Total number of active participants reported on line 7a of the Form 55002009-07-01160
Number of retired or separated participants receiving benefits2009-07-0110
Number of other retired or separated participants entitled to future benefits2009-07-0111
Total of all active and inactive participants2009-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01182
Number of participants with account balances2009-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-461,774
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$845,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$838,368
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$221,535
Value of total assets at end of year2022-06-30$3,258,461
Value of total assets at beginning of year2022-06-30$4,565,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$6,649
Total interest from all sources2022-06-30$1,024
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$126,791
Participant contributions at end of year2022-06-30$5,400
Participant contributions at beginning of year2022-06-30$14,642
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$72,225
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$6,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,306,791
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,258,461
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,565,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,145,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,438,232
Interest on participant loans2022-06-30$325
Interest earned on other investments2022-06-30$699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$107,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$112,378
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-684,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$22,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$838,368
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ANDERSON LARKIN & CO, PC
Accountancy firm EIN2022-06-30421125570
2021 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,404,011
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$441,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$440,578
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$222,226
Value of total assets at end of year2021-06-30$4,565,252
Value of total assets at beginning of year2021-06-30$3,602,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$707
Total interest from all sources2021-06-30$2,928
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$128,533
Participant contributions at end of year2021-06-30$14,642
Participant contributions at beginning of year2021-06-30$27,325
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$65,703
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$962,726
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,565,252
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,602,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,438,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,369,389
Interest on participant loans2021-06-30$909
Interest earned on other investments2021-06-30$2,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$112,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$205,812
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$1,178,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$27,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$440,578
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ANDERSON LARKIN & CO, PC
Accountancy firm EIN2021-06-30421125570
2020 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$372,202
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$404,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$402,197
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$197,459
Value of total assets at end of year2020-06-30$3,602,526
Value of total assets at beginning of year2020-06-30$3,635,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,633
Total interest from all sources2020-06-30$4,633
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$161,676
Participant contributions at end of year2020-06-30$27,325
Participant contributions at beginning of year2020-06-30$35,475
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$2,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-32,628
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,602,526
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,635,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,369,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,362,847
Interest on participant loans2020-06-30$1,471
Interest earned on other investments2020-06-30$3,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$205,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$236,832
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$170,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$35,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$402,197
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ANDERSON, LARKIN & CO. PC
Accountancy firm EIN2020-06-30421125570
2019 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$368,477
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$166,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$165,590
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$241,098
Value of total assets at end of year2019-06-30$3,635,154
Value of total assets at beginning of year2019-06-30$3,432,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$692
Total interest from all sources2019-06-30$4,919
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$162,985
Participant contributions at end of year2019-06-30$35,475
Participant contributions at beginning of year2019-06-30$48,556
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$202,195
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,635,154
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,432,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,362,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,157,252
Interest on participant loans2019-06-30$1,744
Interest earned on other investments2019-06-30$3,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$236,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$227,151
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$122,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$78,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$165,590
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ANDERSON, LARKIN & CO. PC
Accountancy firm EIN2019-06-30421125570
2018 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$538,531
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$295,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$252,985
Expenses. Certain deemed distributions of participant loans2018-06-30$2,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$222,379
Value of total assets at end of year2018-06-30$3,430,023
Value of total assets at beginning of year2018-06-30$3,187,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$40,074
Total interest from all sources2018-06-30$4,671
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$157,583
Participant contributions at end of year2018-06-30$45,620
Participant contributions at beginning of year2018-06-30$76,417
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$20,095
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$40,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$242,536
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,430,023
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,187,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,157,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,892,941
Interest on participant loans2018-06-30$2,426
Interest earned on other investments2018-06-30$2,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$227,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$218,129
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$311,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$44,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$252,985
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ANDERSON, LARKIN & CO. P.C.
Accountancy firm EIN2018-06-30421125570
2017 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$604,778
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$163,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$163,250
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$192,768
Value of total assets at end of year2017-06-30$3,187,487
Value of total assets at beginning of year2017-06-30$2,746,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$671
Total interest from all sources2017-06-30$5,223
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$149,874
Participant contributions at end of year2017-06-30$76,417
Participant contributions at beginning of year2017-06-30$56,837
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$440,857
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,187,487
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,746,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,892,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,476,603
Interest on participant loans2017-06-30$3,094
Interest earned on other investments2017-06-30$2,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$218,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$213,190
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$406,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$42,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$163,250
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ANDERSON, LARKIN & CO. P.C.
Accountancy firm EIN2017-06-30421125570
2016 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$123,146
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$238,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$237,281
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$183,696
Value of total assets at end of year2016-06-30$2,746,630
Value of total assets at beginning of year2016-06-30$2,861,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$765
Total interest from all sources2016-06-30$4,282
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$134,170
Participant contributions at end of year2016-06-30$56,837
Participant contributions at beginning of year2016-06-30$65,654
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$502
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-114,900
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,746,630
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,861,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,476,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,574,860
Interest on participant loans2016-06-30$2,145
Interest earned on other investments2016-06-30$2,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$213,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$221,016
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-64,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$49,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$237,281
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ANDERSON LARKIN AND CO PC
Accountancy firm EIN2016-06-30421125570
2015 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$317,796
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$252,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$239,046
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$203,220
Value of total assets at end of year2015-06-30$2,861,530
Value of total assets at beginning of year2015-06-30$2,795,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$13,032
Total interest from all sources2015-06-30$5,330
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$150,606
Participant contributions at end of year2015-06-30$65,654
Participant contributions at beginning of year2015-06-30$60,372
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$4,741
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$13,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$65,718
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,861,530
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,795,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,574,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,415,588
Interest on participant loans2015-06-30$2,445
Interest earned on other investments2015-06-30$2,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$221,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$319,852
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$109,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$47,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$239,046
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ANDERSON LARKIN AND CO PC
Accountancy firm EIN2015-06-30421125570
2014 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$656,238
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$230,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$178,405
Expenses. Certain deemed distributions of participant loans2014-06-30$11,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$186,555
Value of total assets at end of year2014-06-30$2,784,279
Value of total assets at beginning of year2014-06-30$2,358,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$40,710
Total interest from all sources2014-06-30$4,833
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$94,146
Participant contributions at end of year2014-06-30$48,839
Participant contributions at beginning of year2014-06-30$75,158
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$43,261
Other income not declared elsewhere2014-06-30$33,150
Administrative expenses (other) incurred2014-06-30$40,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$425,590
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,784,279
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,358,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,415,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,101,418
Interest on participant loans2014-06-30$2,351
Interest earned on other investments2014-06-30$2,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$319,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$182,113
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$431,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$49,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$178,405
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ANDERSON LARKIN AND CO., P.C.
Accountancy firm EIN2014-06-30421125570
2013 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$648,132
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$438,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$433,860
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$199,471
Value of total assets at end of year2013-06-30$2,358,689
Value of total assets at beginning of year2013-06-30$2,148,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,171
Total interest from all sources2013-06-30$5,724
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$145,567
Participant contributions at end of year2013-06-30$75,158
Participant contributions at beginning of year2013-06-30$72,428
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$168,468
Administrative expenses (other) incurred2013-06-30$4,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$210,101
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,358,689
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,148,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,101,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,916,292
Interest on participant loans2013-06-30$3,397
Interest earned on other investments2013-06-30$2,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$182,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$159,868
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$274,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$53,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$433,860
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ANDERSON, LARKIN & CO. PC
Accountancy firm EIN2013-06-30421125570
2012 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$175,344
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$208,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$149,810
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$148,461
Value of total assets at end of year2012-06-30$2,148,588
Value of total assets at beginning of year2012-06-30$2,181,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$58,757
Total interest from all sources2012-06-30$6,500
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$128,075
Participant contributions at end of year2012-06-30$72,428
Participant contributions at beginning of year2012-06-30$82,355
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$19,477
Other income not declared elsewhere2012-06-30$52,111
Administrative expenses (other) incurred2012-06-30$58,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-33,223
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,148,588
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,181,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,916,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,008,788
Interest on participant loans2012-06-30$3,298
Interest earned on other investments2012-06-30$3,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$159,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$90,668
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-31,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$149,810
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ANDERSON, LARKIN & CO. PC
Accountancy firm EIN2012-06-30421125570
2011 : EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$655,970
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$240,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$201,976
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$329,878
Value of total assets at end of year2011-06-30$2,181,811
Value of total assets at beginning of year2011-06-30$1,779,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$38,315
Total interest from all sources2011-06-30$4,811
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$6,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$6,037
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$151,768
Participant contributions at end of year2011-06-30$82,355
Participant contributions at beginning of year2011-06-30$75,712
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$49,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$2
Administrative expenses (other) incurred2011-06-30$31,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$415,679
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,181,811
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,779,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,008,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,599,864
Interest on participant loans2011-06-30$3,397
Interest earned on other investments2011-06-30$1,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$36,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$36,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$90,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$170,363
Net investment gain/loss from pooled separate accounts2011-06-30$144,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$128,970
Employer contributions (assets) at beginning of year2011-06-30$67,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$201,976
Contract administrator fees2011-06-30$6,998
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ANDERSON, LARKIN AND CO. P.C.
Accountancy firm EIN2011-06-30421125570

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED

2021: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF YOUNG HOUSE FAMILY SERVICES, INCORPORATED 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered122
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $563
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees563
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered107
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $563
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees563
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered114
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $788
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees788
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered113
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $575
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees575
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered106
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $738
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees738
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMILWAUKEE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered98
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $274
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees274
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMILWAUKEE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered100
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $278
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 fees278
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMILWAUKEE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered102
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $330
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 fees330
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMINNEAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered103
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 fees96
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJUSTIN KONECK
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered101
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,462
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 number058276A
Policy instance 1
Insurance contract or identification number058276A
Number of Individuals Covered99
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

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