401k Plan data: COALITION FOR THE HOMELESS 403(B) PLAN plan

COALITION FOR THE HOMELESS 403(B) PLAN 401k Plan overview

Plan Name	COALITION FOR THE HOMELESS 403(B) PLAN
Plan identification number	001

COALITION FOR THE HOMELESS 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COALITION FOR THE HOMELESS has sponsored the creation of one or more 401k plans.

Company Name: COALITION FOR THE HOMELESS

Employer identification number (EIN): 521245499

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COALITION FOR THE HOMELESS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOHN NWAOGBE 2023-10-16
001 2022-01-01 JOHN NWAOGBE 2023-01-04
001 2021-01-01 JOHN NWAOGBE 2022-12-27
001 2020-01-01 MICHAEL FERRELL 2021-10-15
001 2019-01-01 JOHN NWAOGBE 2020-10-13
001 2018-01-01 JOHN M NWAOGBE 2020-01-14
001 2018-01-01
001 2017-01-01 JOHN NWAOGBE
001 2016-01-01 JOHN NWAOGBE
001 2015-01-01 JOHN NWAOGBE
001 2015-01-01 JOHN NWAOGBE 2016-10-14
001 2014-01-01 JOHN NWAOGBE 2015-10-08
001 2013-01-01 JOHN NWAOGBE 2015-08-31
001 2012-01-01 JOHN NWAOGBE 2015-08-31
001 2011-01-01 JOHN NWAOGBE 2015-08-31
001 2010-01-01 JOHN NWAOGBE 2015-08-31
001 2009-01-01 JOHN NWAOGBE 2015-08-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JOHN NWAOGBE	2023-10-16
001	2022-01-01	JOHN NWAOGBE	2023-01-04
001	2021-01-01	JOHN NWAOGBE	2022-12-27
001	2020-01-01	MICHAEL FERRELL	2021-10-15
001	2019-01-01	JOHN NWAOGBE	2020-10-13
001	2018-01-01	JOHN M NWAOGBE	2020-01-14
001	2018-01-01
001	2017-01-01	JOHN NWAOGBE
001	2016-01-01	JOHN NWAOGBE
001	2015-01-01	JOHN NWAOGBE
001	2015-01-01	JOHN NWAOGBE	2016-10-14
001	2014-01-01	JOHN NWAOGBE	2015-10-08
001	2013-01-01	JOHN NWAOGBE	2015-08-31
001	2012-01-01	JOHN NWAOGBE	2015-08-31
001	2011-01-01	JOHN NWAOGBE	2015-08-31
001	2010-01-01	JOHN NWAOGBE	2015-08-31
001	2009-01-01	JOHN NWAOGBE	2015-08-31

Plan Statistics for COALITION FOR THE HOMELESS 403(B) PLAN

401k plan membership statisitcs for COALITION FOR THE HOMELESS 403(B) PLAN

Measure Date Value
2022: COALITION FOR THE HOMELESS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 91
Number of retired or separated participants receiving benefits 2022-01-01 11
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 122
Number of participants with account balances 2022-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COALITION FOR THE HOMELESS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 96
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 128
Number of participants with account balances 2021-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COALITION FOR THE HOMELESS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 90
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 34
Total of all active and inactive participants 2020-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 124
Number of participants with account balances 2020-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COALITION FOR THE HOMELESS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 125
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 159
Number of participants with account balances 2019-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COALITION FOR THE HOMELESS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 116
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 34
Total of all active and inactive participants 2018-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 151
Number of participants with account balances 2018-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COALITION FOR THE HOMELESS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 139
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 28
Total of all active and inactive participants 2017-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 168
Number of participants with account balances 2017-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COALITION FOR THE HOMELESS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 129
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 30
Total of all active and inactive participants 2016-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 159
Number of participants with account balances 2016-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COALITION FOR THE HOMELESS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 145
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 160
Number of participants with account balances 2015-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: COALITION FOR THE HOMELESS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	91
Number of retired or separated participants receiving benefits	2022-01-01	11
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	122
Number of participants with account balances	2022-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COALITION FOR THE HOMELESS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	96
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	128
Number of participants with account balances	2021-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COALITION FOR THE HOMELESS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	90
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	34
Total of all active and inactive participants	2020-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	124
Number of participants with account balances	2020-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COALITION FOR THE HOMELESS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	125
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	159
Number of participants with account balances	2019-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COALITION FOR THE HOMELESS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	116
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	34
Total of all active and inactive participants	2018-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	151
Number of participants with account balances	2018-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COALITION FOR THE HOMELESS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	139
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	28
Total of all active and inactive participants	2017-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	168
Number of participants with account balances	2017-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COALITION FOR THE HOMELESS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	129
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	30
Total of all active and inactive participants	2016-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	159
Number of participants with account balances	2016-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COALITION FOR THE HOMELESS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	145
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	160
Number of participants with account balances	2015-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on COALITION FOR THE HOMELESS 403(B) PLAN

Measure	Date	Value
2022 : COALITION FOR THE HOMELESS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$78,421
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$745,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$732,691
Expenses. Certain deemed distributions of participant loans	2022-12-31	$10,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$236,212
Value of total assets at end of year	2022-12-31	$2,339,554
Value of total assets at beginning of year	2022-12-31	$3,007,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,388
Total interest from all sources	2022-12-31	$2,354
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$400,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$169,985
Participant contributions at end of year	2022-12-31	$42,213
Participant contributions at beginning of year	2022-12-31	$55,262
Other income not declared elsewhere	2022-12-31	$37,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-667,470
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,339,554
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,007,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$895,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,026,915
Interest on participant loans	2022-12-31	$2,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,401,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,924,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-197,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$66,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$732,691
Contract administrator fees	2022-12-31	$2,388
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCCONNELL & JONES LLP
Accountancy firm EIN	2022-12-31	760488832
2021 : COALITION FOR THE HOMELESS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$607,018
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$778,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$775,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$280,655
Value of total assets at end of year	2021-12-31	$3,007,024
Value of total assets at beginning of year	2021-12-31	$3,178,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,655
Total interest from all sources	2021-12-31	$2,246
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$340,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$201,195
Participant contributions at end of year	2021-12-31	$55,262
Participant contributions at beginning of year	2021-12-31	$27,093
Other income not declared elsewhere	2021-12-31	$43,685
Administrative expenses (other) incurred	2021-12-31	$924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-171,332
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,007,024
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,178,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,026,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,684,074
Income. Interest from loans (other than to participants)	2021-12-31	$2,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,924,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,467,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$280,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$79,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$775,695
Contract administrator fees	2021-12-31	$1,731
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCCONNELL & JONES LLP
Accountancy firm EIN	2021-12-31	760488832
2020 : COALITION FOR THE HOMELESS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$512,937
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$223,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$219,709
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$287,495
Value of total assets at end of year	2020-12-31	$3,178,356
Value of total assets at beginning of year	2020-12-31	$2,888,526
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,746
Total interest from all sources	2020-12-31	$1,846
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$340,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$209,004
Participant contributions at end of year	2020-12-31	$27,093
Participant contributions at beginning of year	2020-12-31	$35,023
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$3,832
Other income not declared elsewhere	2020-12-31	$39,293
Administrative expenses (other) incurred	2020-12-31	$991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$289,830
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,178,356
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,888,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,684,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,467,957
Interest on participant loans	2020-12-31	$1,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,467,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,363,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$184,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$78,491
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$17,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$219,709
Contract administrator fees	2020-12-31	$755
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MCCONNELL & JONES LLP
Accountancy firm EIN	2020-12-31	760488832
2019 : COALITION FOR THE HOMELESS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$604,235
Total income from all sources (including contributions)	2019-12-31	$604,235
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$67,529
Total of all expenses incurred	2019-12-31	$67,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$61,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$61,268
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,084
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$309,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$309,180
Value of total assets at end of year	2019-12-31	$2,888,526
Value of total assets at end of year	2019-12-31	$2,888,526
Value of total assets at beginning of year	2019-12-31	$2,351,820
Value of total assets at beginning of year	2019-12-31	$2,351,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,177
Total interest from all sources	2019-12-31	$1,689
Total interest from all sources	2019-12-31	$1,689
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$340,000
Value of fidelity bond cover	2019-12-31	$340,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$217,003
Contributions received from participants	2019-12-31	$217,003
Participant contributions at end of year	2019-12-31	$35,023
Participant contributions at end of year	2019-12-31	$35,023
Participant contributions at beginning of year	2019-12-31	$34,693
Participant contributions at beginning of year	2019-12-31	$34,693
Participant contributions at end of year	2019-12-31	$3,832
Participant contributions at end of year	2019-12-31	$3,832
Participant contributions at beginning of year	2019-12-31	$2,033
Participant contributions at beginning of year	2019-12-31	$2,033
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,690
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,690
Other income not declared elsewhere	2019-12-31	$293,366
Other income not declared elsewhere	2019-12-31	$293,366
Administrative expenses (other) incurred	2019-12-31	$1,495
Administrative expenses (other) incurred	2019-12-31	$1,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$536,706
Value of net income/loss	2019-12-31	$536,706
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,888,526
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,888,526
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,351,820
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,351,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,467,957
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,467,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,057,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,057,897
Interest on participant loans	2019-12-31	$1,689
Interest on participant loans	2019-12-31	$1,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,363,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,363,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,242,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,242,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$80,487
Contributions received in cash from employer	2019-12-31	$80,487
Employer contributions (assets) at end of year	2019-12-31	$17,949
Employer contributions (assets) at end of year	2019-12-31	$17,949
Employer contributions (assets) at beginning of year	2019-12-31	$14,601
Employer contributions (assets) at beginning of year	2019-12-31	$14,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$61,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$61,268
Contract administrator fees	2019-12-31	$682
Contract administrator fees	2019-12-31	$682
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCCONNELL & JONES LLP
Accountancy firm name	2019-12-31	MCCONNELL & JONES LLP
Accountancy firm EIN	2019-12-31	760488832
Accountancy firm EIN	2019-12-31	760488832
2018 : COALITION FOR THE HOMELESS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$174,640
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$125,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$122,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$252,499
Value of total assets at end of year	2018-12-31	$2,351,818
Value of total assets at beginning of year	2018-12-31	$2,302,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,634
Total interest from all sources	2018-12-31	$3,179
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$340,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$185,248
Participant contributions at end of year	2018-12-31	$34,693
Participant contributions at beginning of year	2018-12-31	$67,192
Participant contributions at end of year	2018-12-31	$2,033
Participant contributions at beginning of year	2018-12-31	$314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$49,586
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,351,818
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,302,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$2,634
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,064,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,082,307
Interest on participant loans	2018-12-31	$3,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,235,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,135,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-81,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$67,251
Employer contributions (assets) at end of year	2018-12-31	$14,601
Employer contributions (assets) at beginning of year	2018-12-31	$16,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$122,420
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCCONNELL & JONES LLP
Accountancy firm EIN	2018-12-31	760488832
2017 : COALITION FOR THE HOMELESS 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$423,522
Total of all expenses incurred	2017-12-31	$223,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$211,183
Expenses. Certain deemed distributions of participant loans	2017-12-31	$8,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$249,617
Value of total assets at end of year	2017-12-31	$2,302,232
Value of total assets at beginning of year	2017-12-31	$2,102,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,144
Total interest from all sources	2017-12-31	$3,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$340,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$171,963
Participant contributions at end of year	2017-12-31	$67,192
Participant contributions at beginning of year	2017-12-31	$87,879
Participant contributions at end of year	2017-12-31	$314
Participant contributions at beginning of year	2017-12-31	$695
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$14,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$199,566
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,302,232
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,102,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$4,144
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,082,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$916,801
Interest on participant loans	2017-12-31	$3,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,135,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,079,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$170,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$62,703
Employer contributions (assets) at end of year	2017-12-31	$16,954
Employer contributions (assets) at beginning of year	2017-12-31	$17,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$211,183
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WALKER & CO., LLP
Accountancy firm EIN	2017-12-31	521706976
2016 : COALITION FOR THE HOMELESS 403(B) PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$371,816
Total of all expenses incurred	2016-12-31	$88,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$82,974
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,943
Value of total corrective distributions	2016-12-31	$2,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$257,376
Value of total assets at end of year	2016-12-31	$2,102,666
Value of total assets at beginning of year	2016-12-31	$1,819,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,696
Total interest from all sources	2016-12-31	$32,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$340,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$171,584
Participant contributions at end of year	2016-12-31	$87,879
Participant contributions at beginning of year	2016-12-31	$67,984
Participant contributions at end of year	2016-12-31	$695
Participant contributions at beginning of year	2016-12-31	$5,882
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$283,162
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,102,666
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,819,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$916,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$760,363
Interest on participant loans	2016-12-31	$3,000
Interest earned on other investments	2016-12-31	$29,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,079,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$983,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$82,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$85,792
Employer contributions (assets) at end of year	2016-12-31	$17,448
Employer contributions (assets) at beginning of year	2016-12-31	$1,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$82,974
Contract administrator fees	2016-12-31	$1,060
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WALKER & CO., LLP
Accountancy firm EIN	2016-12-31	521706976
2015 : COALITION FOR THE HOMELESS 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$200,991
Total of all expenses incurred	2015-12-31	$52,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$51,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$195,628
Value of total assets at end of year	2015-12-31	$1,819,504
Value of total assets at beginning of year	2015-12-31	$1,670,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,305
Total interest from all sources	2015-12-31	$30,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$340,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$156,502
Participant contributions at end of year	2015-12-31	$67,984
Participant contributions at beginning of year	2015-12-31	$64,506
Participant contributions at end of year	2015-12-31	$5,882
Administrative expenses (other) incurred	2015-12-31	$254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$148,682
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,819,504
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,670,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$760,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$694,786
Interest on participant loans	2015-12-31	$3,217
Interest earned on other investments	2015-12-31	$26,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$983,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$911,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-24,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$39,126
Employer contributions (assets) at end of year	2015-12-31	$1,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$51,004
Contract administrator fees	2015-12-31	$1,051
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WALKER & CO., LLP
Accountancy firm EIN	2015-12-31	521706976

Form 5500 Responses for COALITION FOR THE HOMELESS 403(B) PLAN

2022: COALITION FOR THE HOMELESS 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COALITION FOR THE HOMELESS 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COALITION FOR THE HOMELESS 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COALITION FOR THE HOMELESS 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COALITION FOR THE HOMELESS 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COALITION FOR THE HOMELESS 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COALITION FOR THE HOMELESS 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: COALITION FOR THE HOMELESS 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736328-001

Policy instance

Insurance contract or identification number	736328-001
Number of Individuals Covered	59
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $7,845
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,100
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736328-001

Policy instance

Insurance contract or identification number	736328-001
Number of Individuals Covered	67
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $7,236
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,089
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736328-001

Policy instance

Insurance contract or identification number	736328-001
Number of Individuals Covered	72
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $7,341
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,460
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736328-001

Policy instance

Insurance contract or identification number	736328-001
Number of Individuals Covered	76
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $7,679
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,193
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736328-001

Policy instance

Insurance contract or identification number	736328-001
Number of Individuals Covered	78
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,818
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,875
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736328-001

Policy instance

Insurance contract or identification number	736328-001
Number of Individuals Covered	78
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,425
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,680
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3
Insurance broker name	A. ABBENANTE

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Company Name:	COALITION FOR THE HOMELESS
Employer identification number (EIN):	521245499
NAIC Classification:	624200