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CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameCHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST
Plan identification number 001

CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHILD START, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHILD START, INC.
Employer identification number (EIN):480637922
NAIC Classification:624410
NAIC Description:Child Day Care Services

Additional information about CHILD START, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1999-12-13
Company Identification Number: C2208269
Legal Registered Office Address: 439 Devlin Rd

Napa
United States of America (USA)
94558

More information about CHILD START, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-05-01SUSAN GAMBLE2023-02-14
0012020-05-01LEE ANN MEYER2022-02-08 TERESA RUPP2022-02-06
0012019-05-01LEE ANN MEYER2021-02-03 TERESA RUPP2021-02-03
0012018-05-01LEE ANN MEYER2020-02-09 TERESA RUPP2020-02-09
0012017-05-01
0012017-05-01LEE ANN MEYER2018-12-19 TERESA RUPP2018-12-19
0012016-05-01
0012015-05-01LEE ANN MEYER
0012014-05-01LEE ANN MEYER TERESA I. RUPP2016-03-14
0012014-05-01LEE ANN MEYER TERESA I. RUPP2016-02-12
0012013-05-01LEE ANN MEYER TERESA I. RUPP2015-02-09
0012012-05-01LEE ANN MEYER TERESA I. RUPP2013-12-06
0012011-05-01LEE ANN MEYER TERESA I. RUPP2013-02-12
0012009-05-01LEE ANN MEYER TERESA I. RUPP2011-02-14

Plan Statistics for CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST

Measure Date Value
2021: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-05-01300
Total number of active participants reported on line 7a of the Form 55002021-05-01171
Number of retired or separated participants receiving benefits2021-05-018
Number of other retired or separated participants entitled to future benefits2021-05-0182
Total of all active and inactive participants2021-05-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-010
Total participants2021-05-01261
Number of participants with account balances2021-05-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-0132
2020: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-05-01306
Total number of active participants reported on line 7a of the Form 55002020-05-01190
Number of retired or separated participants receiving benefits2020-05-0111
Number of other retired or separated participants entitled to future benefits2020-05-0199
Total of all active and inactive participants2020-05-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-010
Total participants2020-05-01300
Number of participants with account balances2020-05-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-0120
2019: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-05-01308
Total number of active participants reported on line 7a of the Form 55002019-05-01201
Number of retired or separated participants receiving benefits2019-05-0114
Number of other retired or separated participants entitled to future benefits2019-05-0195
Total of all active and inactive participants2019-05-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-010
Total participants2019-05-01310
Number of participants with account balances2019-05-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-0138
2018: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-05-01291
Total number of active participants reported on line 7a of the Form 55002018-05-01209
Number of retired or separated participants receiving benefits2018-05-0128
Number of other retired or separated participants entitled to future benefits2018-05-0165
Total of all active and inactive participants2018-05-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-010
Total participants2018-05-01302
Number of participants with account balances2018-05-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-0122
2017: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-05-01323
Total number of active participants reported on line 7a of the Form 55002017-05-01198
Number of retired or separated participants receiving benefits2017-05-0129
Number of other retired or separated participants entitled to future benefits2017-05-0162
Total of all active and inactive participants2017-05-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-01289
Number of participants with account balances2017-05-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-0117
2016: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-05-01302
Total number of active participants reported on line 7a of the Form 55002016-05-01201
Number of retired or separated participants receiving benefits2016-05-0126
Number of other retired or separated participants entitled to future benefits2016-05-0198
Total of all active and inactive participants2016-05-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-01325
Number of participants with account balances2016-05-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-0123
2015: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-05-01303
Total number of active participants reported on line 7a of the Form 55002015-05-01225
Number of retired or separated participants receiving benefits2015-05-0114
Number of other retired or separated participants entitled to future benefits2015-05-0167
Total of all active and inactive participants2015-05-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-01306
Number of participants with account balances2015-05-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-0132
2014: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-05-01277
Total number of active participants reported on line 7a of the Form 55002014-05-01259
Number of retired or separated participants receiving benefits2014-05-0115
Number of other retired or separated participants entitled to future benefits2014-05-0151
Total of all active and inactive participants2014-05-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-01325
Number of participants with account balances2014-05-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-0112
2013: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-05-01371
Total number of active participants reported on line 7a of the Form 55002013-05-01117
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-01105
Total of all active and inactive participants2013-05-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-01222
Number of participants with account balances2013-05-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-014
2012: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-05-01351
Total number of active participants reported on line 7a of the Form 55002012-05-01243
Number of retired or separated participants receiving benefits2012-05-013
Number of other retired or separated participants entitled to future benefits2012-05-01125
Total of all active and inactive participants2012-05-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-01371
Number of participants with account balances2012-05-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-016
2011: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-05-01367
Total number of active participants reported on line 7a of the Form 55002011-05-01242
Number of retired or separated participants receiving benefits2011-05-011
Number of other retired or separated participants entitled to future benefits2011-05-01108
Total of all active and inactive participants2011-05-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01351
Number of participants with account balances2011-05-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-019
2009: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-05-01222
Total number of active participants reported on line 7a of the Form 55002009-05-01244
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-016
Total of all active and inactive participants2009-05-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01250
Number of participants with account balances2009-05-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-013

Financial Data on CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST

Measure Date Value
2023 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total income from all sources (including contributions)2023-04-30$519,753
Total loss/gain on sale of assets2023-04-30$0
Total of all expenses incurred2023-04-30$1,593,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$1,561,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$448,407
Value of total assets at end of year2023-04-30$4,017,461
Value of total assets at beginning of year2023-04-30$5,091,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$31,750
Total interest from all sources2023-04-30$1,015
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$299,851
Participant contributions at end of year2023-04-30$20,891
Participant contributions at beginning of year2023-04-30$12,191
Participant contributions at end of year2023-04-30$12,121
Participant contributions at beginning of year2023-04-30$10,282
Income. Received or receivable in cash from other sources (including rollovers)2023-04-30$946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$-1,073,988
Value of net assets at end of year (total assets less liabilities)2023-04-30$4,017,461
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$5,091,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$3,965,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$5,052,164
Interest on participant loans2023-04-30$1,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-04-30$12,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-30$10,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$70,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$147,610
Employer contributions (assets) at end of year2023-04-30$7,053
Employer contributions (assets) at beginning of year2023-04-30$6,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$1,561,991
Contract administrator fees2023-04-30$31,750
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30WIPFLI
Accountancy firm EIN2023-04-30390758449
2022 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total income from all sources (including contributions)2022-04-30$34,914
Total loss/gain on sale of assets2022-04-30$0
Total of all expenses incurred2022-04-30$871,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$832,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$477,712
Value of total assets at end of year2022-04-30$5,091,449
Value of total assets at beginning of year2022-04-30$5,928,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$39,462
Total interest from all sources2022-04-30$924
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$281,703
Participant contributions at end of year2022-04-30$12,191
Participant contributions at beginning of year2022-04-30$19,139
Participant contributions at end of year2022-04-30$10,282
Income. Received or receivable in cash from other sources (including rollovers)2022-04-30$32,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-836,969
Value of net assets at end of year (total assets less liabilities)2022-04-30$5,091,449
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$5,928,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$5,052,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$5,738,899
Interest on participant loans2022-04-30$924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-30$10,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$170,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-443,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$163,052
Employer contributions (assets) at end of year2022-04-30$6,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$832,421
Contract administrator fees2022-04-30$39,462
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30WIPELI
Accountancy firm EIN2022-04-30390758449
2021 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total income from all sources (including contributions)2021-04-30$1,939,718
Total loss/gain on sale of assets2021-04-30$0
Total of all expenses incurred2021-04-30$350,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$314,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$440,979
Value of total assets at end of year2021-04-30$5,928,418
Value of total assets at beginning of year2021-04-30$4,338,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$35,237
Total interest from all sources2021-04-30$1,741
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$269,570
Participant contributions at end of year2021-04-30$19,139
Participant contributions at beginning of year2021-04-30$32,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$1,589,518
Value of net assets at end of year (total assets less liabilities)2021-04-30$5,928,418
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$4,338,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$5,738,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$4,128,790
Interest on participant loans2021-04-30$1,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-04-30$170,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-04-30$177,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$1,496,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$171,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$314,963
Contract administrator fees2021-04-30$35,237
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Disclaimer
Accountancy firm name2021-04-30WIPELI
Accountancy firm EIN2021-04-30390758449
2020 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total income from all sources (including contributions)2020-04-30$420,343
Total loss/gain on sale of assets2020-04-30$0
Total of all expenses incurred2020-04-30$306,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$289,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$455,948
Value of total assets at end of year2020-04-30$4,338,900
Value of total assets at beginning of year2020-04-30$4,225,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$16,664
Total interest from all sources2020-04-30$2,723
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$289,810
Participant contributions at end of year2020-04-30$32,401
Participant contributions at beginning of year2020-04-30$43,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$113,686
Value of net assets at end of year (total assets less liabilities)2020-04-30$4,338,900
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$4,225,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$4,128,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$4,098,547
Interest on participant loans2020-04-30$2,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$177,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$83,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-38,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$166,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$289,993
Contract administrator fees2020-04-30$16,664
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30Yes
Opinion of an independent qualified public accountant for this plan2020-04-30Disclaimer
Accountancy firm name2020-04-30WIPELI
Accountancy firm EIN2020-04-30390758449
2019 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-04-30$0
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$635,435
Total loss/gain on sale of assets2019-04-30$0
Total of all expenses incurred2019-04-30$403,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$395,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$412,656
Value of total assets at end of year2019-04-30$4,225,214
Value of total assets at beginning of year2019-04-30$3,992,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$7,861
Total interest from all sources2019-04-30$6,715
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 year2019-04-30No
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$400,000
If this is an individual account plan, was there a blackout period2019-04-30No
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$262,293
Participant contributions at end of year2019-04-30$43,449
Participant contributions at beginning of year2019-04-30$21,690
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$232,231
Value of net assets at end of year (total assets less liabilities)2019-04-30$4,225,214
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$3,992,983
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$4,098,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$3,798,755
Interest on participant loans2019-04-30$2,840
Interest earned on other investments2019-04-30$3,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-04-30$83,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$172,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$216,064
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
Contributions received in cash from employer2019-04-30$150,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$395,343
Contract administrator fees2019-04-30$7,861
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
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 name2019-04-30WIPELI LLP
Accountancy firm EIN2019-04-30390758449
2018 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total income from all sources (including contributions)2018-04-30$679,201
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$429,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$421,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$331,209
Value of total assets at end of year2018-04-30$3,992,983
Value of total assets at beginning of year2018-04-30$3,743,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$8,362
Total interest from all sources2018-04-30$7,122
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$400,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$210,521
Participant contributions at end of year2018-04-30$21,690
Participant contributions at beginning of year2018-04-30$20,948
Income. Received or receivable in cash from other sources (including rollovers)2018-04-30$3,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$249,578
Value of net assets at end of year (total assets less liabilities)2018-04-30$3,992,983
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$3,743,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$3,798,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$3,462,880
Interest on participant loans2018-04-30$1,090
Interest earned on other investments2018-04-30$6,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-30$172,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-30$259,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$340,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$116,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$421,261
Contract administrator fees2018-04-30$8,362
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30Yes
Opinion of an independent qualified public accountant for this plan2018-04-30Disclaimer
Accountancy firm name2018-04-30WIPFLI LLP
Accountancy firm EIN2018-04-30390758449
2017 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total income from all sources (including contributions)2017-04-30$784,161
Total loss/gain on sale of assets2017-04-30$0
Total of all expenses incurred2017-04-30$290,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$283,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$418,286
Value of total assets at end of year2017-04-30$3,743,405
Value of total assets at beginning of year2017-04-30$3,249,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$7,122
Total interest from all sources2017-04-30$9,538
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$400,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$196,890
Participant contributions at end of year2017-04-30$20,948
Participant contributions at beginning of year2017-04-30$17,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$493,776
Value of net assets at end of year (total assets less liabilities)2017-04-30$3,743,405
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$3,249,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$3,462,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$2,874,389
Interest on participant loans2017-04-30$1,126
Interest earned on other investments2017-04-30$8,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-04-30$259,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-04-30$357,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$356,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$221,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$283,263
Contract administrator fees2017-04-30$7,122
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30WIPFLI LLP
Accountancy firm EIN2017-04-30390758449
2016 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total income from all sources (including contributions)2016-04-30$280,632
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$314,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$304,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$370,252
Value of total assets at end of year2016-04-30$3,249,629
Value of total assets at beginning of year2016-04-30$3,283,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$9,345
Total interest from all sources2016-04-30$11,640
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$400,000
If this is an individual account plan, was there a blackout period2016-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$233,157
Participant contributions at end of year2016-04-30$17,840
Participant contributions at beginning of year2016-04-30$1,994
Participant contributions at beginning of year2016-04-30$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-33,588
Value of net assets at end of year (total assets less liabilities)2016-04-30$3,249,629
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$3,283,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$2,874,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$2,818,482
Interest on participant loans2016-04-30$681
Interest earned on other investments2016-04-30$10,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-04-30$357,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$462,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-101,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$137,095
Employer contributions (assets) at beginning of year2016-04-30$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$304,875
Contract administrator fees2016-04-30$9,345
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30WIPFLI LLP
Accountancy firm EIN2016-04-30390758449
2015 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total income from all sources (including contributions)2015-04-30$508,800
Total loss/gain on sale of assets2015-04-30$0
Total of all expenses incurred2015-04-30$377,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$375,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$345,108
Value of total assets at end of year2015-04-30$3,283,217
Value of total assets at beginning of year2015-04-30$3,152,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$2,028
Total interest from all sources2015-04-30$14,431
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$400,000
If this is an individual account plan, was there a blackout period2015-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$205,163
Participant contributions at end of year2015-04-30$1,994
Participant contributions at beginning of year2015-04-30$0
Participant contributions at end of year2015-04-30$10
Participant contributions at beginning of year2015-04-30$5,314
Income. Received or receivable in cash from other sources (including rollovers)2015-04-30$4,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$130,946
Value of net assets at end of year (total assets less liabilities)2015-04-30$3,283,217
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$3,152,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$2,818,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$2,546,598
Interest on participant loans2015-04-30$53
Interest earned on other investments2015-04-30$14,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$462,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$596,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$149,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$135,600
Employer contributions (assets) at end of year2015-04-30$10
Employer contributions (assets) at beginning of year2015-04-30$3,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$375,826
Contract administrator fees2015-04-30$2,028
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30WIPFLI LLP
Accountancy firm EIN2015-04-30390758449
2014 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$590,537
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$509,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$507,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$232,549
Value of total assets at end of year2014-04-30$3,152,271
Value of total assets at beginning of year2014-04-30$3,071,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$1,679
Total interest from all sources2014-04-30$17,780
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$400,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$139,357
Participant contributions at end of year2014-04-30$0
Participant contributions at beginning of year2014-04-30$0
Participant contributions at end of year2014-04-30$5,314
Participant contributions at beginning of year2014-04-30$6,068
Income. Received or receivable in cash from other sources (including rollovers)2014-04-30$469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$81,233
Value of net assets at end of year (total assets less liabilities)2014-04-30$3,152,271
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$3,071,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$2,546,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$2,390,925
Interest earned on other investments2014-04-30$17,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$596,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$671,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$340,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$92,723
Employer contributions (assets) at end of year2014-04-30$3,678
Employer contributions (assets) at beginning of year2014-04-30$2,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$507,625
Contract administrator fees2014-04-30$1,679
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30WIPFLI LLP
Accountancy firm EIN2014-04-30390758449
2013 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$546,996
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$239,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$239,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$264,861
Value of total assets at end of year2013-04-30$3,071,038
Value of total assets at beginning of year2013-04-30$2,763,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$0
Total interest from all sources2013-04-30$22,032
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$1,000,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$161,069
Participant contributions at end of year2013-04-30$0
Participant contributions at beginning of year2013-04-30$0
Participant contributions at end of year2013-04-30$6,068
Participant contributions at beginning of year2013-04-30$6,780
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$307,950
Value of net assets at end of year (total assets less liabilities)2013-04-30$3,071,038
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$2,763,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$2,390,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$2,114,252
Interest earned on other investments2013-04-30$22,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$671,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$637,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$260,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$103,101
Employer contributions (assets) at end of year2013-04-30$2,889
Employer contributions (assets) at beginning of year2013-04-30$4,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$239,046
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30WIPFLI LLP
Accountancy firm EIN2013-04-30390758449
2012 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$297,151
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$71,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$70,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$271,961
Value of total assets at end of year2012-04-30$2,763,088
Value of total assets at beginning of year2012-04-30$2,537,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$1,154
Total interest from all sources2012-04-30$20,059
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$1,000,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$157,946
Participant contributions at end of year2012-04-30$0
Participant contributions at beginning of year2012-04-30$0
Participant contributions at end of year2012-04-30$6,780
Participant contributions at beginning of year2012-04-30$4,330
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$6,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$225,435
Value of net assets at end of year (total assets less liabilities)2012-04-30$2,763,088
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$2,537,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$2,114,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$1,989,207
Interest earned on other investments2012-04-30$20,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$637,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$538,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$5,131
Net investment gain or loss from common/collective trusts2012-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$107,739
Employer contributions (assets) at end of year2012-04-30$4,415
Employer contributions (assets) at beginning of year2012-04-30$5,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$70,562
Contract administrator fees2012-04-30$1,154
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30WIPFLI LLP
Accountancy firm EIN2012-04-30390758449
2011 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$569,897
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$84,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$83,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$256,157
Value of total assets at end of year2011-04-30$2,537,653
Value of total assets at beginning of year2011-04-30$2,052,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$985
Total interest from all sources2011-04-30$17,589
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$1,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$147,716
Participant contributions at beginning of year2011-04-30$88,237
Participant contributions at end of year2011-04-30$4,330
Participant contributions at beginning of year2011-04-30$7,728
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$2,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$485,023
Value of net assets at end of year (total assets less liabilities)2011-04-30$2,537,653
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$2,052,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$1,989,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$1,579,148
Interest earned on other investments2011-04-30$17,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$538,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$366,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$296,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$105,619
Employer contributions (assets) at end of year2011-04-30$5,914
Employer contributions (assets) at beginning of year2011-04-30$10,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$83,889
Contract administrator fees2011-04-30$985
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30WIPFLI LLP
Accountancy firm EIN2011-04-30390758449
2010 : CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST

2021: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedYes
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedYes
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedYes
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes
2009: CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-GN7N
Policy instance 1
Insurance contract or identification numberGAP-B2-GN7N
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
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-B2-GN7N
Policy instance 1
Insurance contract or identification numberGAP-B2-GN7N
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
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-B2-GN7N
Policy instance 1
Insurance contract or identification numberGAP-B2-GN7N
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
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-B2-GN7N
Policy instance 1
Insurance contract or identification numberGAP-B2-GN7N
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $160
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 $160
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-GN7N
Policy instance 1
Insurance contract or identification numberGAP-B2-GN7N
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $139
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 $139
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-GN7N
Policy instance 1
Insurance contract or identification numberGAP-B2-GN7N
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $154
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-GN7N
Policy instance 1
Insurance contract or identification numberGAP-B2-GN7N
Number of Individuals Covered257
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $55
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $55
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52588
Policy instance 2
Insurance contract or identification number52588
Number of Individuals Covered49
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $33
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $33
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCARLA A. MOLHOEK
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-GN7N
Policy instance 2
Insurance contract or identification numberGAP-B2-GN7N
Number of Individuals Covered257
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $36
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $36
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SRVCS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52588
Policy instance 1
Insurance contract or identification number52588
Number of Individuals Covered50
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $348
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $307
Insurance broker organization code?3
Insurance broker nameMICHAEL D. BAUER
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52588
Policy instance 1
Insurance contract or identification number52588
Number of Individuals Covered117
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $1,931
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,735
Insurance broker organization code?3
Insurance broker nameFRED L. BRANDENBURG
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52588
Policy instance 1
Insurance contract or identification number52588
Number of Individuals Covered179
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $2,060
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,891
Insurance broker organization code?3
Insurance broker nameFRED L. BRANDENBURG
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52588
Policy instance 1
Insurance contract or identification number52588
Number of Individuals Covered201
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $3,547
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52588
Policy instance 1
Insurance contract or identification number52588
Number of Individuals Covered198
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $3,388
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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