SOAR365 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RICHMOND AREA ASSN FOR RETARDED CITIZENS HEALTH & WELFARE
401k plan membership statisitcs for RICHMOND AREA ASSN FOR RETARDED CITIZENS HEALTH & WELFARE
| Measure | Date | Value |
|---|
| 2011 : RICHMOND AREA ASSN FOR RETARDED CITIZENS HEALTH & WELFARE 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets from this plan | 2011-12-31 | $675,287 |
| 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 | $588,707 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $494,828 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $491,948 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $587,443 |
| Value of total assets at end of year | 2011-12-31 | $0 |
| Value of total assets at beginning of year | 2011-12-31 | $581,408 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,880 |
| Total interest from all sources | 2011-12-31 | $1,264 |
| 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 year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $2,835 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Administrative expenses (other) incurred | 2011-12-31 | $45 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $93,879 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $581,408 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $548,686 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $548,686 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,264 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $491,948 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $587,443 |
| Employer contributions (assets) at end of year | 2011-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $32,722 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | CHERRY BEKAERT |
| Accountancy firm EIN | 2011-12-31 | 560574444 |
| 2010 : RICHMOND AREA ASSN FOR RETARDED CITIZENS HEALTH & WELFARE 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $553,584 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $482,719 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $482,719 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $552,378 |
| Value of total assets at end of year | 2010-12-31 | $581,408 |
| Value of total assets at beginning of year | 2010-12-31 | $510,543 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $1,206 |
| 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 year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $70,865 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $581,408 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $510,543 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $548,686 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $479,917 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $479,917 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,206 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $482,719 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $552,378 |
| Employer contributions (assets) at end of year | 2010-12-31 | $32,722 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $30,626 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | CHERRY BEKAERT |
| Accountancy firm EIN | 2010-12-31 | 560574444 |
| 2009 : RICHMOND AREA ASSN FOR RETARDED CITIZENS HEALTH & WELFARE 2009 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2009-12-31 | $0 |
| Total transfer of assets to this plan | 2009-12-31 | $425,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $0 |
| Total income from all sources (including contributions) | 2009-12-31 | $484,887 |
| Total loss/gain on sale of assets | 2009-12-31 | $0 |
| Total of all expenses incurred | 2009-12-31 | $399,344 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2009-12-31 | $399,317 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2009-12-31 | $484,455 |
| Value of total assets at end of year | 2009-12-31 | $510,543 |
| Value of total assets at beginning of year | 2009-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2009-12-31 | $27 |
| Total interest from all sources | 2009-12-31 | $432 |
| Total dividends received (eg from common stock, registered investment company shares) | 2009-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2009-12-31 | No |
| Was this plan covered by a fidelity bond | 2009-12-31 | Yes |
| Value of fidelity bond cover | 2009-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2009-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2009-12-31 | No |
| Administrative expenses (other) incurred | 2009-12-31 | $27 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2009-12-31 | No |
| Value of net income/loss | 2009-12-31 | $85,543 |
| Value of net assets at end of year (total assets less liabilities) | 2009-12-31 | $510,543 |
| Value of net assets at beginning of year (total assets less liabilities) | 2009-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2009-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2009-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2009-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2009-12-31 | $479,917 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2009-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2009-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2009-12-31 | $432 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2009-12-31 | $399,317 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2009-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2009-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2009-12-31 | No |
| Contributions received in cash from employer | 2009-12-31 | $484,455 |
| Employer contributions (assets) at end of year | 2009-12-31 | $30,626 |
| Employer contributions (assets) at beginning of year | 2009-12-31 | $0 |
| Did the plan have assets held for investment | 2009-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2009-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2009-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2009-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2009-12-31 | Unqualified |
| Accountancy firm name | 2009-12-31 | CHERRY BEKAERT |
| Accountancy firm EIN | 2009-12-31 | 560574444 |
