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THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 401k Plan overview

Plan NameTHE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY
Plan identification number 001

THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE ARMY DISTAFF FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARMY DISTAFF FOUNDATION, INC.
Employer identification number (EIN):530246852
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ENRICO SANTOS, CFO ENRICO SANTOS, CFO2018-10-12
0012016-01-01ENRICO SANTOS, CFO ENRICO SANTOS, CFO2017-10-12
0012015-01-01ENRICO SANTOS, CFO ENRICO SANTOS, CFO2016-10-13
0012014-01-01ENRICO SANTOS, CFO ENRICO SANTOS, CFO2015-10-14
0012013-01-01ENRICO SANTOS, CFO ENRICO SANTOS, CFO2014-07-31
0012012-01-01ENRICO SANTOS, CFO ENRICO SANTOS, CFO2013-10-07
0012011-01-01ENRICO SANTOS, CFO ENRICO SANTOS, CFO2012-10-12
0012009-01-01ENRICO SANTOS, CFO

Plan Statistics for THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY

401k plan membership statisitcs for THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY

Measure Date Value
2022: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2022 401k membership
Total participants, beginning-of-year2022-01-01247
Total number of active participants reported on line 7a of the Form 55002022-01-01170
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01243
Number of participants with account balances2022-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2021 401k membership
Total participants, beginning-of-year2021-01-01292
Total number of active participants reported on line 7a of the Form 55002021-01-01195
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01254
Number of participants with account balances2021-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2020 401k membership
Total participants, beginning-of-year2020-01-01294
Total number of active participants reported on line 7a of the Form 55002020-01-01204
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01294
Number of participants with account balances2020-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2019 401k membership
Total participants, beginning-of-year2019-01-01296
Total number of active participants reported on line 7a of the Form 55002019-01-01226
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01300
Number of participants with account balances2019-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2018 401k membership
Total participants, beginning-of-year2018-01-01283
Total number of active participants reported on line 7a of the Form 55002018-01-01219
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01297
Number of participants with account balances2018-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2017 401k membership
Total participants, beginning-of-year2017-01-01236
Total number of active participants reported on line 7a of the Form 55002017-01-01173
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01238
Number of participants with account balances2017-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2016 401k membership
Total participants, beginning-of-year2016-01-01226
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01234
Number of participants with account balances2016-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2015 401k membership
Total participants, beginning-of-year2015-01-01253
Total number of active participants reported on line 7a of the Form 55002015-01-01180
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01243
Number of participants with account balances2015-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2014 401k membership
Total participants, beginning-of-year2014-01-01251
Total number of active participants reported on line 7a of the Form 55002014-01-01202
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01256
Number of participants with account balances2014-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01205
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01253
Number of participants with account balances2013-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2012 401k membership
Total participants, beginning-of-year2012-01-01234
Total number of active participants reported on line 7a of the Form 55002012-01-01201
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01250
Number of participants with account balances2012-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2011 401k membership
Total participants, beginning-of-year2011-01-01227
Total number of active participants reported on line 7a of the Form 55002011-01-01199
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01241
Number of participants with account balances2011-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2009 401k membership
Total participants, beginning-of-year2009-01-01188
Total number of active participants reported on line 7a of the Form 55002009-01-01190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01229
Number of participants with account balances2009-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY

Measure Date Value
2022 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,010,736
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$956,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$956,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$594,575
Value of total assets at end of year2022-12-31$9,305,645
Value of total assets at beginning of year2022-12-31$11,273,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$18,613
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$517,305
Participant contributions at end of year2022-12-31$329,789
Participant contributions at beginning of year2022-12-31$261,353
Participant contributions at end of year2022-12-31$14,638
Participant contributions at beginning of year2022-12-31$19,130
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$70,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,967,718
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,305,645
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,273,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,807,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,855,712
Interest on participant loans2022-12-31$18,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,149,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,125,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,623,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,010
Employer contributions (assets) at beginning of year2022-12-31$6,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$956,982
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLEARVIEW GROUP LLC
Accountancy firm EIN2022-12-31451135289
2021 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,001,341
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,951,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,951,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$892,910
Value of total assets at end of year2021-12-31$11,273,363
Value of total assets at beginning of year2021-12-31$11,223,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$17,085
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$562,475
Participant contributions at end of year2021-12-31$261,353
Participant contributions at beginning of year2021-12-31$322,428
Participant contributions at end of year2021-12-31$19,130
Participant contributions at beginning of year2021-12-31$17,897
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$49,731
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,273,363
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,223,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,855,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,486,257
Interest on participant loans2021-12-31$17,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,125,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,374,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,091,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$323,690
Employer contributions (assets) at end of year2021-12-31$6,861
Employer contributions (assets) at beginning of year2021-12-31$16,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,951,610
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA
Accountancy firm EIN2021-12-31135381590
2020 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,411,508
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$847,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$796,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,136,846
Value of total assets at end of year2020-12-31$11,223,632
Value of total assets at beginning of year2020-12-31$9,659,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,956
Total interest from all sources2020-12-31$21,079
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$625,887
Participant contributions at end of year2020-12-31$322,428
Participant contributions at beginning of year2020-12-31$300,213
Participant contributions at end of year2020-12-31$17,897
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$82,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,563,891
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,223,632
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,659,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$17,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,486,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,935,925
Interest on participant loans2020-12-31$21,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,374,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,425,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,253,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$428,419
Employer contributions (assets) at end of year2020-12-31$16,690
Employer contributions (assets) at beginning of year2020-12-31$-1,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$796,661
Contract administrator fees2020-12-31$33,659
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDO USA
Accountancy firm EIN2020-12-31135381590
2019 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,329,596
Total income from all sources (including contributions)2019-12-31$2,329,596
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$554,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$500,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$500,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$975,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$975,445
Value of total assets at end of year2019-12-31$9,659,741
Value of total assets at end of year2019-12-31$9,659,741
Value of total assets at beginning of year2019-12-31$7,884,653
Value of total assets at beginning of year2019-12-31$7,884,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,984
Total interest from all sources2019-12-31$16,587
Total interest from all sources2019-12-31$16,587
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$569,261
Contributions received from participants2019-12-31$569,261
Participant contributions at end of year2019-12-31$300,213
Participant contributions at end of year2019-12-31$300,213
Participant contributions at beginning of year2019-12-31$255,430
Participant contributions at beginning of year2019-12-31$255,430
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,817
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,775,088
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,659,741
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,659,741
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,884,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$21,984
Investment advisory and management fees2019-12-31$21,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,935,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,935,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,301,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,301,047
Interest on participant loans2019-12-31$16,587
Interest on participant loans2019-12-31$16,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,425,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,425,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,326,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,326,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,337,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,337,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$400,367
Employer contributions (assets) at end of year2019-12-31$-1,994
Employer contributions (assets) at end of year2019-12-31$-1,994
Employer contributions (assets) at beginning of year2019-12-31$1,809
Employer contributions (assets) at beginning of year2019-12-31$1,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$500,524
Contract administrator fees2019-12-31$32,000
Contract administrator fees2019-12-31$32,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HERTZBACH & COMPANY P.A.
Accountancy firm EIN2019-12-31521158459
Accountancy firm EIN2019-12-31521158459
2018 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$587,892
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$589,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$545,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$842,394
Value of total assets at end of year2018-12-31$7,884,653
Value of total assets at beginning of year2018-12-31$7,886,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,771
Total interest from all sources2018-12-31$223,934
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$29,534
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$459,133
Participant contributions at end of year2018-12-31$255,430
Participant contributions at beginning of year2018-12-31$298,421
Participant contributions at beginning of year2018-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,653
Administrative expenses (other) incurred2018-12-31$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,661
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,884,653
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,886,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,301,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,968,879
Interest on participant loans2018-12-31$14,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$370,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$370,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$209,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,326,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,248,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-478,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$344,608
Employer contributions (assets) at end of year2018-12-31$1,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$545,782
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HERTZBACH & COMPANY P.A.
Accountancy firm EIN2018-12-31521158459
2017 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,827,924
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,433,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,423,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$785,328
Value of total assets at end of year2017-12-31$7,886,314
Value of total assets at beginning of year2017-12-31$7,491,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,156
Total interest from all sources2017-12-31$13,055
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$429,807
Participant contributions at end of year2017-12-31$298,421
Participant contributions at beginning of year2017-12-31$257,377
Participant contributions at end of year2017-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$394,625
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,886,314
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,491,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,968,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,567,189
Interest on participant loans2017-12-31$12,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$370,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$304,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$304,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,248,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,361,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,029,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$344,532
Employer contributions (assets) at beginning of year2017-12-31$1,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,423,143
Contract administrator fees2017-12-31$10,156
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HERTZBACH & COMPANY P.A.
Accountancy firm EIN2017-12-31521158459
2016 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,196,378
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$746,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$746,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$799,751
Value of total assets at end of year2016-12-31$7,491,689
Value of total assets at beginning of year2016-12-31$7,041,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$7,730
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$462,543
Participant contributions at end of year2016-12-31$257,377
Participant contributions at beginning of year2016-12-31$214,661
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$449,935
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,491,689
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,041,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,567,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,278,444
Interest on participant loans2016-12-31$8,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$304,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$233,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$233,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,361,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,315,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$388,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$330,547
Employer contributions (assets) at end of year2016-12-31$1,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$746,443
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HERTZBACH AND COMPANY
Accountancy firm EIN2016-12-31521158459
2015 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$833,377
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$783,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$774,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$875,760
Value of total assets at end of year2015-12-31$7,041,754
Value of total assets at beginning of year2015-12-31$6,991,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,285
Total interest from all sources2015-12-31$7,402
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$531,014
Participant contributions at end of year2015-12-31$214,661
Participant contributions at beginning of year2015-12-31$150,263
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$50,037
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,041,754
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,991,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,278,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,017,777
Interest on participant loans2015-12-31$8,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$233,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$172,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$172,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,315,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,650,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-49,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$344,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$774,055
Contract administrator fees2015-12-31$9,285
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HERTZBACH & COMPANY, P. A.
Accountancy firm EIN2015-12-31521158459
2014 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,182,517
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$546,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$537,321
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$870,841
Value of total assets at end of year2014-12-31$6,991,717
Value of total assets at beginning of year2014-12-31$6,355,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,867
Total interest from all sources2014-12-31$5,794
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$517,028
Participant contributions at end of year2014-12-31$150,263
Participant contributions at beginning of year2014-12-31$126,934
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$636,329
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,991,717
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,355,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,017,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,684,039
Interest on participant loans2014-12-31$6,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$172,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,650,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,544,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$305,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$348,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$537,321
Contract administrator fees2014-12-31$8,867
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HERTZBACH & CO
Accountancy firm EIN2014-12-31521158459
2013 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,650,753
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$458,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$450,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$857,250
Value of total assets at end of year2013-12-31$6,355,388
Value of total assets at beginning of year2013-12-31$5,163,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,725
Total interest from all sources2013-12-31$4,751
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$478,693
Participant contributions at end of year2013-12-31$126,934
Participant contributions at beginning of year2013-12-31$90,188
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$44,271
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,191,883
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,355,388
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,163,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,684,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,648,690
Interest on participant loans2013-12-31$5,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,544,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,424,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$788,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$334,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$450,145
Contract administrator fees2013-12-31$8,725
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HERTZBACH COMPANY PA
Accountancy firm EIN2013-12-31521158459
2012 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,173,647
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$291,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$291,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$764,828
Value of total assets at end of year2012-12-31$5,163,505
Value of total assets at beginning of year2012-12-31$4,281,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$3,445
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$416,185
Participant contributions at end of year2012-12-31$90,188
Participant contributions at beginning of year2012-12-31$93,355
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$881,995
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,163,505
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,281,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,648,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,843,411
Interest on participant loans2012-12-31$3,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,424,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,343,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$405,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$319,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$291,652
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HERTZBACH COMPANY PA
Accountancy firm EIN2012-12-31521158459
2011 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$670,481
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$639,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$639,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$721,590
Value of total assets at end of year2011-12-31$4,281,510
Value of total assets at beginning of year2011-12-31$4,250,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$35,934
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$372,326
Participant contributions at end of year2011-12-31$93,355
Participant contributions at beginning of year2011-12-31$68,698
Participant contributions at beginning of year2011-12-31$11,804
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$55,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$30,634
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,281,510
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,250,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,843,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,095,232
Interest on participant loans2011-12-31$3,325
Interest earned on other investments2011-12-31$32,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,343,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,061,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-87,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$293,409
Employer contributions (assets) at beginning of year2011-12-31$13,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$639,847
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HERTZBACH COMPANY PA
Accountancy firm EIN2011-12-31521158459
2010 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,003,307
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$355,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$349,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$651,318
Value of total assets at end of year2010-12-31$4,250,876
Value of total assets at beginning of year2010-12-31$3,603,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,768
Total interest from all sources2010-12-31$37,193
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$325,596
Participant contributions at end of year2010-12-31$68,698
Participant contributions at beginning of year2010-12-31$18,539
Participant contributions at end of year2010-12-31$11,804
Participant contributions at beginning of year2010-12-31$12,212
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$37,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$504
Administrative expenses (other) incurred2010-12-31$6,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$647,386
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,250,876
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,603,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,095,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,520,843
Interest on participant loans2010-12-31$1,950
Interest earned on other investments2010-12-31$35,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,061,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,039,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$314,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$287,768
Employer contributions (assets) at end of year2010-12-31$13,044
Employer contributions (assets) at beginning of year2010-12-31$11,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$349,153
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HERTZBACH COMPANY RA
Accountancy firm EIN2010-12-31521158459
2009 : THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY

2022: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE ARMY DISTAFF FOUNDATION, INC. TAX SHELTERED ANNUITY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-85053
Policy instance 1
Insurance contract or identification number031-85053
Number of Individuals Covered23
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-85053
Policy instance 1
Insurance contract or identification number031-85053
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-85053
Policy instance 1
Insurance contract or identification number031-85053
Number of Individuals Covered32
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-85053
Policy instance 1
Insurance contract or identification number031-85053
Number of Individuals Covered32
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-81072
Policy instance 2
Insurance contract or identification number031-81072
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $846
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
Commission paid to Insurance BrokerUSD $846
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-85053
Policy instance 1
Insurance contract or identification number031-85053
Number of Individuals Covered34
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-81072
Policy instance 1
Insurance contract or identification number031-81072
Number of Individuals Covered36
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,331
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
Commission paid to Insurance BrokerUSD $3,331
Insurance broker organization code?7
Insurance broker nameUBS FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-81072
Policy instance 1
Insurance contract or identification number031-81072
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,480
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
Commission paid to Insurance BrokerUSD $3,480
Insurance broker organization code?7
Insurance broker nameUBS FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-81072
Policy instance 1
Insurance contract or identification number031-81072
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,007
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
Commission paid to Insurance BrokerUSD $4,007
Insurance broker organization code?7
Insurance broker nameUBS FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-81072
Policy instance 1
Insurance contract or identification number031-81072
Number of Individuals Covered210
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,073
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
Commission paid to Insurance BrokerUSD $2,771
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY SMITH BARNEY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-81072
Policy instance 1
Insurance contract or identification number031-81072
Number of Individuals Covered207
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,113
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
Commission paid to Insurance BrokerUSD $7,113
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY SMITH BARNEY LL
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-81072
Policy instance 1
Insurance contract or identification number031-81072
Number of Individuals Covered241
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,157
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-81072
Policy instance 1
Insurance contract or identification number031-81072
Number of Individuals Covered187
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,730
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
Commission paid to Insurance BrokerUSD $1,730
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY SMITH BARNEY LL

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