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AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 401k Plan overview

Plan NameAREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN
Plan identification number 001

AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

AREA SUBSTANCE ABUSE COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:AREA SUBSTANCE ABUSE COUNCIL
Employer identification number (EIN):421114396
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about AREA SUBSTANCE ABUSE COUNCIL

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1978-11-02
Company Identification Number: 054599
Legal Registered Office Address: 3601 16TH AVE. SW

CEDAR RAPIDS
United States of America (USA)
52404

More information about AREA SUBSTANCE ABUSE COUNCIL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BARB GAY
0012016-01-01BARB GAY
0012015-01-01BARB GAY
0012014-01-01BARB GAY
0012013-01-01JOHN GARRINGER
0012012-01-01JOHN GARRINGER JOHN GARRINGER2013-07-31
0012011-01-01JOHN GARRINGER JOHN GARRINGER2012-10-12
0012010-01-01JOHN GARRINGER JOHN GARRINGER2011-09-15
0012009-01-01JOHN GARRINGER JOHN GARRINGER2010-10-19
0012009-01-01JOHN GARRINGER JOHN GARRINGER2010-10-15

Plan Statistics for AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN

401k plan membership statisitcs for AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN

Measure Date Value
2022: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01178
Total number of active participants reported on line 7a of the Form 55002022-01-01166
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01197
Number of participants with account balances2022-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01206
Total number of active participants reported on line 7a of the Form 55002021-01-01146
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01178
Number of participants with account balances2021-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01188
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01206
Number of participants with account balances2020-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01207
Total number of active participants reported on line 7a of the Form 55002019-01-01156
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01185
Number of participants with account balances2019-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01194
Total number of active participants reported on line 7a of the Form 55002018-01-01165
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01207
Number of participants with account balances2018-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01208
Total number of active participants reported on line 7a of the Form 55002017-01-0159
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0199
Number of participants with account balances2017-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01207
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01208
Number of participants with account balances2016-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01207
Total number of active participants reported on line 7a of the Form 55002015-01-01182
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01207
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01212
Total number of active participants reported on line 7a of the Form 55002014-01-01186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01207
Number of participants with account balances2014-01-0196
2013: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01209
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01212
Number of participants with account balances2013-01-0196
2012: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01205
Total number of active participants reported on line 7a of the Form 55002012-01-01189
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01209
Number of participants with account balances2012-01-0194
2011: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01195
Total number of active participants reported on line 7a of the Form 55002011-01-01185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01205
Number of participants with account balances2011-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01167
Total number of active participants reported on line 7a of the Form 55002010-01-01178
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01195
Number of participants with account balances2010-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-01150
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01167
Number of participants with account balances2009-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN

Measure Date Value
2022 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-73,395
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$334,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$288,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$570,358
Value of total assets at end of year2022-12-31$3,261,835
Value of total assets at beginning of year2022-12-31$3,669,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,922
Total interest from all sources2022-12-31$861
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$209,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$209,519
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$155,493
Participant contributions at end of year2022-12-31$3,885
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$373,665
Administrative expenses (other) incurred2022-12-31$45,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-407,453
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,261,835
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,669,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,210,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,625,831
Interest on participant loans2022-12-31$49
Interest earned on other investments2022-12-31$812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$47,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$43,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-854,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$41,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$288,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORGE FINANCIAL AND MANAGEMENT CONS
Accountancy firm EIN2022-12-31882802798
2021 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$821,524
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$977,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$923,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$139,481
Value of total assets at end of year2021-12-31$3,669,288
Value of total assets at beginning of year2021-12-31$3,825,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,236
Total interest from all sources2021-12-31$1,737
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$87,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$87,899
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$111,999
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$5,585
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,888
Other income not declared elsewhere2021-12-31$19,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-156,372
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,669,288
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,825,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$19,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,625,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,709,314
Interest on participant loans2021-12-31$22
Interest earned on other investments2021-12-31$1,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$43,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$108,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$572,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$23,594
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$923,660
Contract administrator fees2021-12-31$34,570
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TDT CPA'S AND ADVISORS, PC
Accountancy firm EIN2021-12-31421029744
2020 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$755,934
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$341,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$289,258
Expenses. Certain deemed distributions of participant loans2020-12-31$3,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$154,346
Value of total assets at end of year2020-12-31$3,825,660
Value of total assets at beginning of year2020-12-31$3,410,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,538
Total interest from all sources2020-12-31$3,282
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$90,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$90,892
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$109,801
Participant contributions at end of year2020-12-31$5,585
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$17,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$414,690
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,825,660
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,410,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$17,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,709,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,289,251
Interest on participant loans2020-12-31$650
Interest earned on other investments2020-12-31$2,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$108,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$121,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$489,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$44,545
Employer contributions (assets) at end of year2020-12-31$1,830
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$289,258
Contract administrator fees2020-12-31$30,916
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TDT CPA'S AND ADVISORS, PC
Accountancy firm EIN2020-12-31421114396
2019 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,023,729
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$670,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$646,328
Value of total corrective distributions2019-12-31$1,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$223,820
Value of total assets at end of year2019-12-31$3,410,970
Value of total assets at beginning of year2019-12-31$3,057,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,004
Total interest from all sources2019-12-31$5,082
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$64,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$64,192
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$161,377
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$26,777
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$449
Other income not declared elsewhere2019-12-31$7,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$353,350
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,410,970
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,057,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,289,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,832,611
Interest on participant loans2019-12-31$146
Interest earned on other investments2019-12-31$4,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$121,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$187,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$722,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$61,994
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$10,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$646,328
Contract administrator fees2019-12-31$15,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TDT CPA'S AND ADVISORS, PC
Accountancy firm EIN2019-12-31421114396
2018 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$74,280
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$972,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$969,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$276,470
Value of total assets at end of year2018-12-31$3,057,620
Value of total assets at beginning of year2018-12-31$3,955,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,674
Total interest from all sources2018-12-31$11,779
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$198,781
Participant contributions at end of year2018-12-31$26,777
Participant contributions at beginning of year2018-12-31$9,988
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-898,193
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,057,620
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,955,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,832,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,553,910
Interest earned on other investments2018-12-31$11,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$187,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$388,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-213,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$69,428
Employer contributions (assets) at end of year2018-12-31$10,305
Employer contributions (assets) at beginning of year2018-12-31$3,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$969,799
Contract administrator fees2018-12-31$2,674
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$908,495
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$942,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$939,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$315,663
Value of total assets at end of year2017-12-31$3,955,813
Value of total assets at beginning of year2017-12-31$3,989,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,864
Total interest from all sources2017-12-31$13,412
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$232,220
Participant contributions at end of year2017-12-31$9,988
Participant contributions at beginning of year2017-12-31$19,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-34,038
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,955,813
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,989,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,553,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,579,479
Interest earned on other investments2017-12-31$13,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$388,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$384,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$579,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$83,443
Employer contributions (assets) at end of year2017-12-31$3,439
Employer contributions (assets) at beginning of year2017-12-31$7,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$939,669
Contract administrator fees2017-12-31$2,864
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$567,591
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$48,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$324,141
Value of total assets at end of year2016-12-31$3,989,851
Value of total assets at beginning of year2016-12-31$3,471,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,449
Total interest from all sources2016-12-31$12,498
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$233,862
Participant contributions at end of year2016-12-31$19,056
Participant contributions at beginning of year2016-12-31$9,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$518,746
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,989,851
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,471,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,579,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,101,150
Interest earned on other investments2016-12-31$12,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$384,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$356,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$230,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$90,279
Employer contributions (assets) at end of year2016-12-31$7,032
Employer contributions (assets) at beginning of year2016-12-31$3,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,396
Contract administrator fees2016-12-31$2,449
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$280,639
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$169,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$167,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$307,556
Value of total assets at end of year2015-12-31$3,471,105
Value of total assets at beginning of year2015-12-31$3,360,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,475
Total interest from all sources2015-12-31$11,449
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$217,818
Participant contributions at end of year2015-12-31$9,406
Participant contributions at beginning of year2015-12-31$9,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$111,042
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,471,105
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,360,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,101,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,036,665
Interest earned on other investments2015-12-31$11,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$356,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$310,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$89,738
Employer contributions (assets) at end of year2015-12-31$3,672
Employer contributions (assets) at beginning of year2015-12-31$3,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$167,122
Contract administrator fees2015-12-31$2,475
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$508,707
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$127,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$123,507
Value of total corrective distributions2014-12-31$1,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$313,464
Value of total assets at end of year2014-12-31$3,360,063
Value of total assets at beginning of year2014-12-31$2,978,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,475
Total interest from all sources2014-12-31$9,768
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$223,198
Participant contributions at end of year2014-12-31$9,577
Participant contributions at beginning of year2014-12-31$8,845
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$381,613
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,360,063
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,978,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,036,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,693,958
Interest earned on other investments2014-12-31$9,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$310,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$272,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$185,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$88,550
Employer contributions (assets) at end of year2014-12-31$3,693
Employer contributions (assets) at beginning of year2014-12-31$3,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$123,507
Contract administrator fees2014-12-31$2,475
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$808,613
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$226,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$222,238
Value of total corrective distributions2013-12-31$2,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$297,971
Value of total assets at end of year2013-12-31$2,978,450
Value of total assets at beginning of year2013-12-31$2,396,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,556
Total interest from all sources2013-12-31$8,768
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$213,532
Participant contributions at end of year2013-12-31$8,845
Participant contributions at beginning of year2013-12-31$9,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$581,816
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,978,450
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,396,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,693,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,141,650
Interest earned on other investments2013-12-31$8,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$272,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$242,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$501,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$84,439
Employer contributions (assets) at end of year2013-12-31$3,471
Employer contributions (assets) at beginning of year2013-12-31$3,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$222,238
Contract administrator fees2013-12-31$2,556
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$544,288
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$204,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$200,812
Value of total corrective distributions2012-12-31$841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$302,201
Value of total assets at end of year2012-12-31$2,396,634
Value of total assets at beginning of year2012-12-31$2,056,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,711
Total interest from all sources2012-12-31$8,013
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$214,849
Participant contributions at end of year2012-12-31$9,004
Participant contributions at beginning of year2012-12-31$9,059
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$339,924
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,396,634
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,056,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,141,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,836,882
Interest earned on other investments2012-12-31$8,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$242,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$207,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$234,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$86,497
Employer contributions (assets) at end of year2012-12-31$3,513
Employer contributions (assets) at beginning of year2012-12-31$3,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$200,812
Contract administrator fees2012-12-31$2,711
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$255,036
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$767,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$763,416
Value of total corrective distributions2011-12-31$1,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$282,006
Value of total assets at end of year2011-12-31$2,056,710
Value of total assets at beginning of year2011-12-31$2,569,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,450
Total interest from all sources2011-12-31$7,127
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$193,718
Participant contributions at end of year2011-12-31$9,059
Participant contributions at beginning of year2011-12-31$8,135
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-512,638
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,056,710
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,569,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,836,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,378,495
Interest earned on other investments2011-12-31$7,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$207,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$179,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-34,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$85,771
Employer contributions (assets) at end of year2011-12-31$3,548
Employer contributions (assets) at beginning of year2011-12-31$3,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$763,416
Contract administrator fees2011-12-31$2,450
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$610,472
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$189,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$184,903
Value of total corrective distributions2010-12-31$1,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$283,846
Value of total assets at end of year2010-12-31$2,569,348
Value of total assets at beginning of year2010-12-31$2,147,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,855
Total interest from all sources2010-12-31$7,004
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$196,864
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$8,135
Participant contributions at beginning of year2010-12-31$16,863
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$421,438
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,569,348
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,147,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,378,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,930,109
Interest earned on other investments2010-12-31$7,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$179,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$190,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$319,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$85,865
Employer contributions (assets) at end of year2010-12-31$3,415
Employer contributions (assets) at beginning of year2010-12-31$10,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$184,903
Contract administrator fees2010-12-31$2,855
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN

2022: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30794
Policy instance 3
Insurance contract or identification numberCR30794
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-03
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895869-007
Policy instance 2
Insurance contract or identification number895869-007
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-03
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664FS4
Policy instance 1
Insurance contract or identification number664FS4
Number of Individuals Covered197
Insurance policy start date2022-10-04
Insurance policy end date2022-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895869-007
Policy instance 2
Insurance contract or identification number895869-007
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30794
Policy instance 1
Insurance contract or identification numberCR30794
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895869-007
Policy instance 2
Insurance contract or identification number895869-007
Number of Individuals Covered10
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30794
Policy instance 1
Insurance contract or identification numberCR30794
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895869-007
Policy instance 2
Insurance contract or identification number895869-007
Number of Individuals Covered13
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30794
Policy instance 1
Insurance contract or identification numberCR30794
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,123
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,005
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30794
Policy instance 1
Insurance contract or identification numberCR30794
Number of Individuals Covered94
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,857
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,064
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30794
Policy instance 1
Insurance contract or identification numberCR30794
Number of Individuals Covered97
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,325
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,670
Insurance broker organization code?4
Insurance broker nameSUNSET FINANCIAL SERVICES

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