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COMMUNITY PARTNERS, INC. 401(K) PLAN 401k Plan overview

Plan NameCOMMUNITY PARTNERS, INC. 401(K) PLAN
Plan identification number 001

COMMUNITY PARTNERS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY PARTNERS, INC.
Employer identification number (EIN):463153400
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Additional information about COMMUNITY PARTNERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1991-11-25
Company Identification Number: N46172
Legal Registered Office Address: 3500 CENTRAL AVE.

SARASOTA

34234

More information about COMMUNITY PARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY PARTNERS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01CHARLES ANDRADE
0012015-01-01CHARLES ANDRADE
0012014-01-01CHARLES ANDRADE
0012013-01-01CHARLES ANDRADE

Plan Statistics for COMMUNITY PARTNERS, INC. 401(K) PLAN

401k plan membership statisitcs for COMMUNITY PARTNERS, INC. 401(K) PLAN

Measure Date Value
2019: COMMUNITY PARTNERS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01506
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMUNITY PARTNERS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01622
Total number of active participants reported on line 7a of the Form 55002018-01-01345
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01160
Total of all active and inactive participants2018-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01505
Number of participants with account balances2018-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY PARTNERS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01235
Total number of active participants reported on line 7a of the Form 55002017-01-01466
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01151
Total of all active and inactive participants2017-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01618
Number of participants with account balances2017-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: COMMUNITY PARTNERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01235
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01231
Number of participants with account balances2016-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY PARTNERS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01333
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01104
Total of all active and inactive participants2015-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01234
Number of participants with account balances2015-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: COMMUNITY PARTNERS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01314
Total number of active participants reported on line 7a of the Form 55002014-01-01266
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01331
Number of participants with account balances2014-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: COMMUNITY PARTNERS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01270
Total number of active participants reported on line 7a of the Form 55002013-01-01243
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01302
Number of participants with account balances2013-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018

Financial Data on COMMUNITY PARTNERS, INC. 401(K) PLAN

Measure Date Value
2019 : COMMUNITY PARTNERS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-04-30$0
Total transfer of assets from this plan2019-04-30$6,562,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total income from all sources (including contributions)2019-04-30$855,358
Total loss/gain on sale of assets2019-04-30$0
Total of all expenses incurred2019-04-30$811,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$803,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$148,311
Value of total assets at end of year2019-04-30$0
Value of total assets at beginning of year2019-04-30$6,518,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$7,884
Total interest from all sources2019-04-30$2,139
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-04-30$0
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
If this is an individual account plan, was there a blackout period2019-04-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$148,311
Participant contributions at end of year2019-04-30$0
Participant contributions at beginning of year2019-04-30$115,054
Participant contributions at end of year2019-04-30$0
Participant contributions at beginning of year2019-04-30$25,185
Other income not declared elsewhere2019-04-30$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$44,280
Value of net assets at end of year (total assets less liabilities)2019-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$6,518,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$6,368,901
Interest on participant loans2019-04-30$2,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$9,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$704,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Employer contributions (assets) at end of year2019-04-30$0
Employer contributions (assets) at beginning of year2019-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$803,194
Contract administrator fees2019-04-30$7,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-04-30Yes
Did the plan have assets held for investment2019-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30Yes
Opinion of an independent qualified public accountant for this plan2019-04-30Disclaimer
Accountancy firm name2019-04-30LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2019-04-30364538293
2018 : COMMUNITY PARTNERS, INC. 401(K) 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$1,119,135
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,134,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,111,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,447,864
Value of total assets at end of year2018-12-31$6,518,675
Value of total assets at beginning of year2018-12-31$7,534,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,678
Total interest from all sources2018-12-31$5,740
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$500,000
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$720,772
Participant contributions at end of year2018-12-31$115,054
Participant contributions at beginning of year2018-12-31$87,149
Participant contributions at end of year2018-12-31$25,185
Participant contributions at beginning of year2018-12-31$30,387
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$336,069
Other income not declared elsewhere2018-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,015,501
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,518,675
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,534,176
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$6,368,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,390,541
Interest on participant loans2018-12-31$5,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-334,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$391,023
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$16,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,111,958
Contract administrator fees2018-12-31$22,678
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 name2018-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2018-12-31364538293
2017 : COMMUNITY PARTNERS, INC. 401(K) 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$2,430,794
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,378,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,366,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,380,319
Value of total assets at end of year2017-12-31$7,534,176
Value of total assets at beginning of year2017-12-31$8,481,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,567
Total interest from all sources2017-12-31$4,137
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$500,000
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$597,494
Participant contributions at end of year2017-12-31$87,149
Participant contributions at beginning of year2017-12-31$73,169
Participant contributions at end of year2017-12-31$30,387
Participant contributions at beginning of year2017-12-31$11,590
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$467,272
Other income not declared elsewhere2017-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-947,738
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,534,176
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,481,914
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$7,390,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,391,027
Interest on participant loans2017-12-31$4,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,046,329
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$315,553
Employer contributions (assets) at end of year2017-12-31$16,564
Employer contributions (assets) at beginning of year2017-12-31$6,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,366,965
Contract administrator fees2017-12-31$11,567
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 name2017-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2017-12-31364538293
2016 : COMMUNITY PARTNERS, INC. 401(K) 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$1,230,028
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,932,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,920,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$735,197
Value of total assets at end of year2016-12-31$8,481,914
Value of total assets at beginning of year2016-12-31$9,184,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,100
Total interest from all sources2016-12-31$4,094
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
Administrative expenses professional fees incurred2016-12-31$12,100
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$494,172
Participant contributions at end of year2016-12-31$73,169
Participant contributions at beginning of year2016-12-31$105,623
Participant contributions at end of year2016-12-31$11,590
Participant contributions at beginning of year2016-12-31$11,901
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-702,220
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,481,914
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,184,134
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$8,391,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,340,378
Interest on participant loans2016-12-31$4,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$715,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$490,737
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$200,628
Employer contributions (assets) at end of year2016-12-31$6,128
Employer contributions (assets) at beginning of year2016-12-31$10,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,920,148
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 name2016-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2016-12-31364538293
2015 : COMMUNITY PARTNERS, INC. 401(K) 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$1,231,386
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,089,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,068,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,269,855
Value of total assets at end of year2015-12-31$9,184,134
Value of total assets at beginning of year2015-12-31$12,042,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,107
Total interest from all sources2015-12-31$13,094
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$500,000
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$637,115
Participant contributions at end of year2015-12-31$105,623
Participant contributions at beginning of year2015-12-31$378,926
Participant contributions at end of year2015-12-31$11,901
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,209
Other income not declared elsewhere2015-12-31$757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,858,584
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,184,134
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,042,718
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$8,340,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,663,792
Interest on participant loans2015-12-31$13,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$715,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-52,320
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$610,531
Employer contributions (assets) at end of year2015-12-31$10,820
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,068,863
Contract administrator fees2015-12-31$21,107
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 name2015-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2015-12-31364538293
2014 : COMMUNITY PARTNERS, INC. 401(K) 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$2,118,347
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,375,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,347,368
Value of total corrective distributions2014-12-31$1,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,479,113
Value of total assets at end of year2014-12-31$12,042,718
Value of total assets at beginning of year2014-12-31$11,300,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,031
Total interest from all sources2014-12-31$15,115
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$793,719
Participant contributions at end of year2014-12-31$378,926
Participant contributions at beginning of year2014-12-31$325,814
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$40,091
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$742,354
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,042,718
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,300,364
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$11,663,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,700,735
Interest on participant loans2014-12-31$15,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$273,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$187,221
Net investment gain/loss from pooled separate accounts2014-12-31$437,143
Net investment gain or loss from common/collective trusts2014-12-31$-245
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$645,303
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,347,368
Contract administrator fees2014-12-31$27,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2014-12-31364538293
2013 : COMMUNITY PARTNERS, INC. 401(K) 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$3,221,164
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,332,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,294,602
Value of total corrective distributions2013-12-31$4,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,407,203
Value of total assets at end of year2013-12-31$11,300,364
Value of total assets at beginning of year2013-12-31$9,412,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,479
Total interest from all sources2013-12-31$16,075
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$500,000
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$629,202
Participant contributions at end of year2013-12-31$325,814
Participant contributions at beginning of year2013-12-31$347,544
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$168,379
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$1,888,243
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,300,364
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,412,121
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 pooled separate accounts at end of year2013-12-31$10,700,735
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,695,631
Interest on participant loans2013-12-31$16,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$273,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$368,946
Net investment gain/loss from pooled separate accounts2013-12-31$1,798,279
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$609,622
Employer contributions (assets) at end of year2013-12-31$204
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,294,602
Contract administrator fees2013-12-31$33,479
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 name2013-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2013-12-31364538293

Form 5500 Responses for COMMUNITY PARTNERS, INC. 401(K) PLAN

2019: COMMUNITY PARTNERS, INC. 401(K) 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 filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNITY PARTNERS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY PARTNERS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNITY PARTNERS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITY PARTNERS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY PARTNERS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITY PARTNERS, INC. 401(K) 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-CN3F
Policy instance 1
Insurance contract or identification numberGAP-B0-CN3F
Number of Individuals Covered460
Insurance policy start date2019-01-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-CN3F
Policy instance 1
Insurance contract or identification numberGAP-B0-CN3F
Number of Individuals Covered460
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-CN3F
Policy instance 1
Insurance contract or identification numberGAP-B0-CN3F
Number of Individuals Covered549
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6
Insurance broker organization code?3
Insurance broker nameCBIZ FINANCIAL SOLUTIONS

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