401k Plan data: PARTNERSHIP RETIREMENT PLAN plan

PARTNERSHIP RETIREMENT PLAN 401k Plan overview

Plan Name	PARTNERSHIP RETIREMENT PLAN
Plan identification number	001

PARTNERSHIP RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

PARTNERSHIP FOR COMMUNITY SUPPORTS has sponsored the creation of one or more 401k plans.

Company Name: PARTNERSHIP FOR COMMUNITY SUPPORTS

Employer identification number (EIN): 421624306

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERSHIP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 CAROL FRANGICETTO CAROL FRANGICETTO 2018-03-15
001 2015-07-01 ALAN SEESE ALAN SEESE 2017-03-09
001 2014-07-01 ALAN SEESE 2016-01-25
001 2013-07-01 ALAN SEESE
001 2012-07-01 ALAN SEESE 2014-01-27
001 2011-07-01 ALAN SEESE 2013-01-31
001 2010-07-01 ALAN SEESE 2012-04-09
001 2009-07-01 CAROL FRANGICETTO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	CAROL FRANGICETTO		CAROL FRANGICETTO	2018-03-15
001	2015-07-01	ALAN SEESE		ALAN SEESE	2017-03-09
001	2014-07-01	ALAN SEESE	2016-01-25
001	2013-07-01	ALAN SEESE
001	2012-07-01	ALAN SEESE	2014-01-27
001	2011-07-01	ALAN SEESE	2013-01-31
001	2010-07-01	ALAN SEESE	2012-04-09
001	2009-07-01	CAROL FRANGICETTO

Plan Statistics for PARTNERSHIP RETIREMENT PLAN

401k plan membership statisitcs for PARTNERSHIP RETIREMENT PLAN

Measure Date Value
2021: PARTNERSHIP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 158
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 116
Number of other retired or separated participants entitled to future benefits 2021-07-01 52
Total of all active and inactive participants 2021-07-01 168
Total participants 2021-07-01 168
Number of participants with account balances 2021-07-01 168
2020: PARTNERSHIP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 153
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 112
Number of other retired or separated participants entitled to future benefits 2020-07-01 46
Total of all active and inactive participants 2020-07-01 158
Total participants 2020-07-01 158
Number of participants with account balances 2020-07-01 158
2019: PARTNERSHIP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 126
Number of other retired or separated participants entitled to future benefits 2019-07-01 27
Total of all active and inactive participants 2019-07-01 153
Total participants 2019-07-01 153
Number of participants with account balances 2019-07-01 153
2018: PARTNERSHIP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 122
Number of other retired or separated participants entitled to future benefits 2018-07-01 29
Total of all active and inactive participants 2018-07-01 151
Total participants 2018-07-01 151
Number of participants with account balances 2018-07-01 151
2017: PARTNERSHIP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 129
Number of other retired or separated participants entitled to future benefits 2017-07-01 34
Total of all active and inactive participants 2017-07-01 163
Total participants 2017-07-01 163
Number of participants with account balances 2017-07-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 28
2016: PARTNERSHIP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 100
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 127
Number of other retired or separated participants entitled to future benefits 2016-07-01 11
Total of all active and inactive participants 2016-07-01 138
Total participants 2016-07-01 138
Number of participants with account balances 2016-07-01 138
2015: PARTNERSHIP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 99
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 100
Number of other retired or separated participants entitled to future benefits 2015-07-01 3
Total of all active and inactive participants 2015-07-01 103
Total participants 2015-07-01 103
2013: PARTNERSHIP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 123
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 84
Number of retired or separated participants receiving benefits 2013-07-01 2
Number of other retired or separated participants entitled to future benefits 2013-07-01 9
Total of all active and inactive participants 2013-07-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 95
Number of participants with account balances 2013-07-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 12
2009: PARTNERSHIP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 82
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 88
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 88
Number of participants with account balances 2009-07-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 13

Measure	Date	Value
2021: PARTNERSHIP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	158
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	116
Number of other retired or separated participants entitled to future benefits	2021-07-01	52
Total of all active and inactive participants	2021-07-01	168
Total participants	2021-07-01	168
Number of participants with account balances	2021-07-01	168
2020: PARTNERSHIP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	153
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	112
Number of other retired or separated participants entitled to future benefits	2020-07-01	46
Total of all active and inactive participants	2020-07-01	158
Total participants	2020-07-01	158
Number of participants with account balances	2020-07-01	158
2019: PARTNERSHIP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	126
Number of other retired or separated participants entitled to future benefits	2019-07-01	27
Total of all active and inactive participants	2019-07-01	153
Total participants	2019-07-01	153
Number of participants with account balances	2019-07-01	153
2018: PARTNERSHIP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	122
Number of other retired or separated participants entitled to future benefits	2018-07-01	29
Total of all active and inactive participants	2018-07-01	151
Total participants	2018-07-01	151
Number of participants with account balances	2018-07-01	151
2017: PARTNERSHIP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	129
Number of other retired or separated participants entitled to future benefits	2017-07-01	34
Total of all active and inactive participants	2017-07-01	163
Total participants	2017-07-01	163
Number of participants with account balances	2017-07-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	28
2016: PARTNERSHIP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	100
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	127
Number of other retired or separated participants entitled to future benefits	2016-07-01	11
Total of all active and inactive participants	2016-07-01	138
Total participants	2016-07-01	138
Number of participants with account balances	2016-07-01	138
2015: PARTNERSHIP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	99
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	100
Number of other retired or separated participants entitled to future benefits	2015-07-01	3
Total of all active and inactive participants	2015-07-01	103
Total participants	2015-07-01	103
2013: PARTNERSHIP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	123
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	84
Number of retired or separated participants receiving benefits	2013-07-01	2
Number of other retired or separated participants entitled to future benefits	2013-07-01	9
Total of all active and inactive participants	2013-07-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	95
Number of participants with account balances	2013-07-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	12
2009: PARTNERSHIP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	82
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	88
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	88
Number of participants with account balances	2009-07-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	13

Financial Data on PARTNERSHIP RETIREMENT PLAN

Measure	Date	Value
2022 : PARTNERSHIP RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-336,305
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$190,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$185,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$293,255
Value of total assets at end of year	2022-06-30	$4,322,483
Value of total assets at beginning of year	2022-06-30	$4,849,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$4,683
Total interest from all sources	2022-06-30	$11,461
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$340,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$114,507
Participant contributions at end of year	2022-06-30	$49,993
Participant contributions at beginning of year	2022-06-30	$62,180
Participant contributions at beginning of year	2022-06-30	$3,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-526,580
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$4,322,483
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$4,849,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$3,957,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$4,435,283
Interest on participant loans	2022-06-30	$3,559
Interest earned on other investments	2022-06-30	$7,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$314,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$341,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$178,748
Employer contributions (assets) at beginning of year	2022-06-30	$6,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$185,592
Contract administrator fees	2022-06-30	$4,683
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	TAIT WELLER
Accountancy firm EIN	2022-06-30	231144520
2021 : PARTNERSHIP RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$898,351
Total unrealized appreciation/depreciation of assets	2021-06-30	$898,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,204,451
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$74,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$73,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$289,979
Value of total assets at end of year	2021-06-30	$4,849,063
Value of total assets at beginning of year	2021-06-30	$3,718,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$972
Total interest from all sources	2021-06-30	$16,121
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$340,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$100,278
Participant contributions at end of year	2021-06-30	$62,180
Participant contributions at beginning of year	2021-06-30	$72,580
Participant contributions at end of year	2021-06-30	$3,745
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$39,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,130,397
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$4,849,063
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,718,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$4,435,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$3,315,459
Interest on participant loans	2021-06-30	$4,582
Interest earned on other investments	2021-06-30	$11,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$341,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$330,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$149,843
Employer contributions (assets) at end of year	2021-06-30	$6,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$73,082
Contract administrator fees	2021-06-30	$972
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	TAIT WELLER
Accountancy firm EIN	2021-06-30	231144520
2020 : PARTNERSHIP RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$12,846
Total unrealized appreciation/depreciation of assets	2020-06-30	$12,846
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$262,371
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$68,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$60,421
Expenses. Certain deemed distributions of participant loans	2020-06-30	$6,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$232,281
Value of total assets at end of year	2020-06-30	$3,718,666
Value of total assets at beginning of year	2020-06-30	$3,524,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$985
Total interest from all sources	2020-06-30	$17,244
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$340,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$86,766
Participant contributions at end of year	2020-06-30	$72,580
Participant contributions at beginning of year	2020-06-30	$95,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$194,064
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,718,666
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$3,524,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$3,315,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$3,101,093
Interest on participant loans	2020-06-30	$5,287
Interest earned on other investments	2020-06-30	$11,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$330,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$328,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$145,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$60,421
Contract administrator fees	2020-06-30	$985
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	TAIT WELLER
Accountancy firm EIN	2020-06-30	231144520
2019 : PARTNERSHIP RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$143,098
Total unrealized appreciation/depreciation of assets	2019-06-30	$143,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$384,110
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$294,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$287,597
Expenses. Certain deemed distributions of participant loans	2019-06-30	$5,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$223,325
Value of total assets at end of year	2019-06-30	$3,524,602
Value of total assets at beginning of year	2019-06-30	$3,434,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$926
Total interest from all sources	2019-06-30	$17,687
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$340,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$99,493
Participant contributions at end of year	2019-06-30	$95,016
Participant contributions at beginning of year	2019-06-30	$98,369
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$2,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$89,707
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$3,524,602
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$3,434,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$3,101,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,947,124
Interest on participant loans	2019-06-30	$4,494
Interest earned on other investments	2019-06-30	$13,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$328,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$389,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$120,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$287,597
Contract administrator fees	2019-06-30	$926
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	TAIT WELLER
Accountancy firm EIN	2019-06-30	231144520
2018 : PARTNERSHIP RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$214,571
Total unrealized appreciation/depreciation of assets	2018-06-30	$214,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$519,172
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$170,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$169,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$265,136
Value of total assets at end of year	2018-06-30	$3,434,895
Value of total assets at beginning of year	2018-06-30	$3,085,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$845
Total interest from all sources	2018-06-30	$19,432
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$340,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$99,186
Participant contributions at end of year	2018-06-30	$98,369
Participant contributions at beginning of year	2018-06-30	$88,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$348,970
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$3,434,895
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,085,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,947,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,537,528
Interest on participant loans	2018-06-30	$4,662
Interest earned on other investments	2018-06-30	$14,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$389,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$460,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$20,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$165,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$169,357
Contract administrator fees	2018-06-30	$845
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	TAIT WELLER
Accountancy firm EIN	2018-06-30	231144520
2017 : PARTNERSHIP RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$624,341
Expenses. Total of all expenses incurred	2017-06-30	$120,067
Benefits paid (including direct rollovers)	2017-06-30	$116,773
Total plan assets at end of year	2017-06-30	$3,085,925
Total plan assets at beginning of year	2017-06-30	$2,581,651
Value of fidelity bond covering the plan	2017-06-30	$340,000
Total contributions received or receivable from participants	2017-06-30	$105,261
Contributions received from other sources (not participants or employers)	2017-06-30	$316
Other income received	2017-06-30	$333,535
Net income (gross income less expenses)	2017-06-30	$504,274
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$3,085,925
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$2,581,651
Assets. Value of participant loans	2017-06-30	$97,349
Total contributions received or receivable from employer(s)	2017-06-30	$185,229
Value of certain deemed distributions of participant loans	2017-06-30	$2,512
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$782
2016 : PARTNERSHIP RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$336,042
Expenses. Total of all expenses incurred	2016-06-30	$191,983
Benefits paid (including direct rollovers)	2016-06-30	$184,487
Total plan assets at end of year	2016-06-30	$2,581,651
Total plan assets at beginning of year	2016-06-30	$2,437,592
Value of fidelity bond covering the plan	2016-06-30	$340,000
Total contributions received or receivable from participants	2016-06-30	$103,516
Contributions received from other sources (not participants or employers)	2016-06-30	$430
Other income received	2016-06-30	$66,772
Net income (gross income less expenses)	2016-06-30	$144,059
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$2,581,651
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$2,437,592
Assets. Value of participant loans	2016-06-30	$52,725
Total contributions received or receivable from employer(s)	2016-06-30	$165,324
Value of certain deemed distributions of participant loans	2016-06-30	$6,748
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$748
2014 : PARTNERSHIP RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$0
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Expenses. Interest paid	2014-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$477,342
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$134,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$130,072
Expenses. Certain deemed distributions of participant loans	2014-06-30	$0
Value of total corrective distributions	2014-06-30	$1,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$199,553
Value of total assets at end of year	2014-06-30	$2,259,543
Value of total assets at beginning of year	2014-06-30	$1,916,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$2,508
Total income from rents	2014-06-30	$0
Total interest from all sources	2014-06-30	$21,345
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Assets. Real estate other than employer real property at end of year	2014-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2014-06-30	$0
Administrative expenses professional fees incurred	2014-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$93,386
Participant contributions at end of year	2014-06-30	$66,121
Participant contributions at beginning of year	2014-06-30	$60,079
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Assets. Loans (other than to participants) at end of year	2014-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$0
Total non interest bearing cash at end of year	2014-06-30	$0
Total non interest bearing cash at beginning of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Income. Non cash contributions	2014-06-30	$0
Value of net income/loss	2014-06-30	$343,253
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,259,543
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,916,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Assets. partnership/joint venture interests at end of year	2014-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2014-06-30	$0
Investment advisory and management fees	2014-06-30	$142
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$0
Value of interest in pooled separate accounts at end of year	2014-06-30	$1,654,833
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$1,288,343
Interest on participant loans	2014-06-30	$2,328
Income. Interest from loans (other than to participants)	2014-06-30	$0
Interest earned on other investments	2014-06-30	$19,017
Income. Interest from US Government securities	2014-06-30	$0
Income. Interest from corporate debt instruments	2014-06-30	$0
Value of interest in master investment trust accounts at end of year	2014-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2014-06-30	$0
Value of interest in common/collective trusts at end of year	2014-06-30	$0
Value of interest in common/collective trusts at beginning of year	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2014-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$538,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$567,868
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Asset value of US Government securities at end of year	2014-06-30	$0
Asset value of US Government securities at beginning of year	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$0
Net investment gain/loss from pooled separate accounts	2014-06-30	$256,444
Net investment gain or loss from common/collective trusts	2014-06-30	$0
Net gain/loss from 103.12 investment entities	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Assets. Invements in employer securities at end of year	2014-06-30	$0
Assets. Invements in employer securities at beginning of year	2014-06-30	$0
Assets. Value of employer real property at end of year	2014-06-30	$0
Assets. Value of employer real property at beginning of year	2014-06-30	$0
Contributions received in cash from employer	2014-06-30	$106,167
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$0
Income. Dividends from preferred stock	2014-06-30	$0
Income. Dividends from common stock	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$130,072
Asset. Corporate debt instrument preferred debt at end of year	2014-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$0
Contract administrator fees	2014-06-30	$2,366
Assets. Corporate common stocks other than exployer securities at end of year	2014-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	TAIT WELLER
Accountancy firm EIN	2014-06-30	231144520
2010 : PARTNERSHIP RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for PARTNERSHIP RETIREMENT PLAN

2021: PARTNERSHIP RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PARTNERSHIP RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: PARTNERSHIP RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: PARTNERSHIP RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: PARTNERSHIP RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: PARTNERSHIP RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: PARTNERSHIP RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2013: PARTNERSHIP RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	Yes
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2009: PARTNERSHIP RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95802-01

Policy instance

Insurance contract or identification number	95802-01
Number of Individuals Covered	171
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $12,403
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $12,043

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95802-01

Policy instance

Insurance contract or identification number	95802-01
Number of Individuals Covered	164
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $10,354
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,132
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95802-01

Policy instance

Insurance contract or identification number	95802-01
Number of Individuals Covered	159
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $8,747
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $8,747
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95802-01

Policy instance

Insurance contract or identification number	95802-01
Number of Individuals Covered	151
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $8,471
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $8,471
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95802-01

Policy instance

Insurance contract or identification number	95802-01
Number of Individuals Covered	161
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $7,985
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95802-01

Policy instance

Insurance contract or identification number	95802-01
Number of Individuals Covered	119
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $6,001
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,001
Insurance broker organization code?	3
Insurance broker name	MICHAEL MCLAUGHLIN

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95802-01

Policy instance

Insurance contract or identification number	95802-01
Number of Individuals Covered	95
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $4,601
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $4,214
Insurance broker organization code?	3
Insurance broker name	LINCOLN INVESTMENT PLANNING INC

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Company Name:	PARTNERSHIP FOR COMMUNITY SUPPORTS
Employer identification number (EIN):	421624306
NAIC Classification:	624100
NAIC Description:	Individual and Family Services