401k Plan data: CROSSROADS COMMUNITY SERVICES BOARD

CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 401k Plan overview

Plan Name	CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN
Plan identification number	001

CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CROSSROADS COMMUNITY SERVICES BOARD has sponsored the creation of one or more 401k plans.

Company Name: CROSSROADS COMMUNITY SERVICES BOARD

Employer identification number (EIN): 540988560

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01 THERESA CRENSHAW 2021-04-05 THERESA CRENSHAW 2021-04-05
001 2018-07-01 THERESA CRENSHAW 2020-02-27 THERESA CRENSHAW 2020-02-27
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 DELL BOWMAN F WILL ROGERS 2014-01-15
001 2011-07-01 DELL BOWMAN F WILL ROGERS 2013-03-19
001 2010-07-01 DELL BOWMAN CONNIE DELONG 2012-01-31
001 2009-07-01 DELL BOWMAN F. WILL ROGERS 2011-01-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01	THERESA CRENSHAW	2021-04-05	THERESA CRENSHAW	2021-04-05
001	2018-07-01	THERESA CRENSHAW	2020-02-27	THERESA CRENSHAW	2020-02-27
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	DELL BOWMAN		F WILL ROGERS	2014-01-15
001	2011-07-01	DELL BOWMAN		F WILL ROGERS	2013-03-19
001	2010-07-01	DELL BOWMAN		CONNIE DELONG	2012-01-31
001	2009-07-01	DELL BOWMAN		F. WILL ROGERS	2011-01-21

Plan Statistics for CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

401k plan membership statisitcs for CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

Measure Date Value
2021: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 258
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 180
Number of other retired or separated participants entitled to future benefits 2021-07-01 48
Total of all active and inactive participants 2021-07-01 228
Total participants 2021-07-01 228
Number of participants with account balances 2021-07-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 13
2020: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 239
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 206
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 49
Total of all active and inactive participants 2020-07-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 255
Number of participants with account balances 2020-07-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 6
2019: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 244
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 192
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 38
Total of all active and inactive participants 2019-07-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 230
Number of participants with account balances 2019-07-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 12
2018: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 260
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 201
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 39
Total of all active and inactive participants 2018-07-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 240
Number of participants with account balances 2018-07-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 15
2017: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 245
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 216
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 32
Total of all active and inactive participants 2017-07-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 249
Number of participants with account balances 2017-07-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 11
2016: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 282
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 208
Number of retired or separated participants receiving benefits 2016-07-01 1
Number of other retired or separated participants entitled to future benefits 2016-07-01 26
Total of all active and inactive participants 2016-07-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 235
Number of participants with account balances 2016-07-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 11
2015: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 267
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 229
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 24
Total of all active and inactive participants 2015-07-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 253
Number of participants with account balances 2015-07-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 3
2014: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 265
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 230
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 17
Total of all active and inactive participants 2014-07-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 247
Number of participants with account balances 2014-07-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 5
2013: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 268
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 224
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 21
Total of all active and inactive participants 2013-07-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 245
Number of participants with account balances 2013-07-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 9
2012: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 275
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 235
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 16
Total of all active and inactive participants 2012-07-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 251
Number of participants with account balances 2012-07-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 5
2011: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 289
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 246
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 12
Total of all active and inactive participants 2011-07-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 258
Number of participants with account balances 2011-07-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 3
2010: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 276
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 244
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 13
Total of all active and inactive participants 2010-07-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 257
Number of participants with account balances 2010-07-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 9
2009: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 268
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 241
Number of other retired or separated participants entitled to future benefits 2009-07-01 10
Total of all active and inactive participants 2009-07-01 251
Total participants 2009-07-01 251
Number of participants with account balances 2009-07-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 9

Measure	Date	Value
2021: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	258
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	180
Number of other retired or separated participants entitled to future benefits	2021-07-01	48
Total of all active and inactive participants	2021-07-01	228
Total participants	2021-07-01	228
Number of participants with account balances	2021-07-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	13
2020: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	239
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	206
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	49
Total of all active and inactive participants	2020-07-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	255
Number of participants with account balances	2020-07-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	6
2019: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	244
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	192
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	38
Total of all active and inactive participants	2019-07-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	230
Number of participants with account balances	2019-07-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	12
2018: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	260
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	201
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	39
Total of all active and inactive participants	2018-07-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	240
Number of participants with account balances	2018-07-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	15
2017: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	245
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	216
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	32
Total of all active and inactive participants	2017-07-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	249
Number of participants with account balances	2017-07-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	11
2016: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	282
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	208
Number of retired or separated participants receiving benefits	2016-07-01	1
Number of other retired or separated participants entitled to future benefits	2016-07-01	26
Total of all active and inactive participants	2016-07-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	235
Number of participants with account balances	2016-07-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	11
2015: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	267
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	229
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	24
Total of all active and inactive participants	2015-07-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	253
Number of participants with account balances	2015-07-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	3
2014: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	265
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	230
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	17
Total of all active and inactive participants	2014-07-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	247
Number of participants with account balances	2014-07-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	5
2013: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	268
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	224
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	21
Total of all active and inactive participants	2013-07-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	245
Number of participants with account balances	2013-07-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	9
2012: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	275
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	235
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	16
Total of all active and inactive participants	2012-07-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	251
Number of participants with account balances	2012-07-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	5
2011: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	289
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	246
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	12
Total of all active and inactive participants	2011-07-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	258
Number of participants with account balances	2011-07-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	3
2010: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	276
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	244
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	13
Total of all active and inactive participants	2010-07-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	257
Number of participants with account balances	2010-07-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	9
2009: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	268
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	241
Number of other retired or separated participants entitled to future benefits	2009-07-01	10
Total of all active and inactive participants	2009-07-01	251
Total participants	2009-07-01	251
Number of participants with account balances	2009-07-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	9

Financial Data on CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

Measure	Date	Value
2022 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-603,299
Total of all expenses incurred	2022-06-30	$1,165,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,110,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$544,959
Value of total assets at end of year	2022-06-30	$7,863,876
Value of total assets at beginning of year	2022-06-30	$9,633,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$54,930
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$134,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$134,321
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Other income not declared elsewhere	2022-06-30	$2,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,769,190
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$7,863,876
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,633,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$7,318,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$8,984,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,284,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$544,959
Employer contributions (assets) at end of year	2022-06-30	$544,959
Employer contributions (assets) at beginning of year	2022-06-30	$648,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,110,961
Contract administrator fees	2022-06-30	$54,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	HARRIS, HARVEY, NEAL & CO., LLP
Accountancy firm EIN	2022-06-30	540643136
2021 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$2,505,668
Total of all expenses incurred	2021-06-30	$472,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$422,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$651,987
Value of total assets at end of year	2021-06-30	$9,633,066
Value of total assets at beginning of year	2021-06-30	$7,600,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$50,255
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$97,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$97,344
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$3,018
Other income not declared elsewhere	2021-06-30	$2,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,032,993
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,633,066
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$7,600,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$8,984,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$7,028,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,754,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$648,969
Employer contributions (assets) at end of year	2021-06-30	$648,969
Employer contributions (assets) at beginning of year	2021-06-30	$571,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$422,420
Contract administrator fees	2021-06-30	$50,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	HARRIS, HARVEY, NEAL & CO., LLP
Accountancy firm EIN	2021-06-30	540643136
2020 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$816,711
Total of all expenses incurred	2020-06-30	$990,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$945,223
Value of total corrective distributions	2020-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$571,127
Value of total assets at end of year	2020-06-30	$7,600,073
Value of total assets at beginning of year	2020-06-30	$7,773,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$45,040
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$141,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$141,830
Administrative expenses professional fees incurred	2020-06-30	$0
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$0
Other income not declared elsewhere	2020-06-30	$2,384
Administrative expenses (other) incurred	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-173,552
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$7,600,073
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$7,773,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$7,028,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$7,244,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$101,370
Net investment gain/loss from pooled separate accounts	2020-06-30	$0
Net investment gain or loss from common/collective trusts	2020-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$571,127
Employer contributions (assets) at end of year	2020-06-30	$571,127
Employer contributions (assets) at beginning of year	2020-06-30	$528,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$945,223
Contract administrator fees	2020-06-30	$45,040
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN	2020-06-30	541637030
2019 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$0
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$896,540
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,556,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,508,657
Value of total corrective distributions	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$528,776
Value of total assets at end of year	2019-06-30	$7,773,625
Value of total assets at beginning of year	2019-06-30	$8,433,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$48,005
Total income from rents	2019-06-30	$0
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$154,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$154,194
Administrative expenses professional fees incurred	2019-06-30	$0
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$0
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$2,867
Administrative expenses (other) incurred	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-660,122
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$7,773,625
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$8,433,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$7,244,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$7,874,517
Income. Interest from loans (other than to participants)	2019-06-30	$0
Interest earned on other investments	2019-06-30	$0
Income. Interest from US Government securities	2019-06-30	$0
Income. Interest from corporate debt instruments	2019-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$210,703
Net investment gain/loss from pooled separate accounts	2019-06-30	$0
Net investment gain or loss from common/collective trusts	2019-06-30	$0
Net gain/loss from 103.12 investment entities	2019-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$528,776
Employer contributions (assets) at end of year	2019-06-30	$528,776
Employer contributions (assets) at beginning of year	2019-06-30	$559,230
Income. Dividends from preferred stock	2019-06-30	$0
Income. Dividends from common stock	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,508,657
Contract administrator fees	2019-06-30	$48,005
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Aggregate proceeds on sale of assets	2019-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN	2019-06-30	541637030
2018 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$1,182,768
Total of all expenses incurred	2018-06-30	$768,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$731,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$559,889
Value of total assets at end of year	2018-06-30	$8,433,621
Value of total assets at beginning of year	2018-06-30	$8,019,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$36,867
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$121,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$121,127
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$785
Other income not declared elsewhere	2018-06-30	$2,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$414,288
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$8,433,621
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$8,019,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$7,874,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$7,479,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$499,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Assets. Invements in employer securities at beginning of year	2018-06-30	$0
Contributions received in cash from employer	2018-06-30	$559,104
Employer contributions (assets) at end of year	2018-06-30	$559,104
Employer contributions (assets) at beginning of year	2018-06-30	$540,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$731,613
Contract administrator fees	2018-06-30	$36,867
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN	2018-06-30	541637030
2017 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$1,248,305
Total of all expenses incurred	2017-06-30	$1,250,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,250,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$540,277
Value of total assets at end of year	2017-06-30	$8,019,333
Value of total assets at beginning of year	2017-06-30	$8,022,016
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$62,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$62,106
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	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	2017-06-30	No
Value of net income/loss	2017-06-30	$-2,683
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$8,019,333
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$8,022,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,479,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$7,396,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$645,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$540,277
Employer contributions (assets) at end of year	2017-06-30	$540,277
Employer contributions (assets) at beginning of year	2017-06-30	$625,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,250,988
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN	2017-06-30	541637030
2016 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$493,943
Total of all expenses incurred	2016-06-30	$1,186,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,186,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$625,205
Value of total assets at end of year	2016-06-30	$8,022,016
Value of total assets at beginning of year	2016-06-30	$8,714,842
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$52,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$52,594
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	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	2016-06-30	No
Value of net income/loss	2016-06-30	$-692,826
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$8,022,016
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$8,714,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$7,396,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$8,078,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-183,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$625,205
Employer contributions (assets) at end of year	2016-06-30	$625,205
Employer contributions (assets) at beginning of year	2016-06-30	$636,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,186,769
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN	2016-06-30	541637030
2015 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$814,871
Total of all expenses incurred	2015-06-30	$1,016,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,016,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$637,720
Value of total assets at end of year	2015-06-30	$8,714,842
Value of total assets at beginning of year	2015-06-30	$8,916,252
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$87,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$87,183
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$1,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-201,410
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$8,714,842
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,916,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$8,078,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$8,257,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$89,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$636,214
Employer contributions (assets) at end of year	2015-06-30	$636,214
Employer contributions (assets) at beginning of year	2015-06-30	$658,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,016,281
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN	2015-06-30	541637030
2014 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$1,424,216
Total of all expenses incurred	2014-06-30	$465,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$465,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$658,653
Value of total assets at end of year	2014-06-30	$8,916,252
Value of total assets at beginning of year	2014-06-30	$7,957,607
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$57,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$57,338
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	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	2014-06-30	No
Value of net income/loss	2014-06-30	$958,645
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,916,252
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$7,957,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$8,257,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$7,288,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$708,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$658,653
Employer contributions (assets) at end of year	2014-06-30	$658,653
Employer contributions (assets) at beginning of year	2014-06-30	$669,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$465,571
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	SNEAD AND WILLIAMS, PLLC
Accountancy firm EIN	2014-06-30	541637030
2013 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,191,847
Total of all expenses incurred	2013-06-30	$180,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$180,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$669,180
Value of total assets at end of year	2013-06-30	$7,957,607
Value of total assets at beginning of year	2013-06-30	$6,946,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$38,594
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$56,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$56,706
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Other income not declared elsewhere	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,011,282
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$7,957,607
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$6,946,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$7,288,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,050,079
Interest earned on other investments	2013-06-30	$38,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$3,253,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$427,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$669,180
Employer contributions (assets) at end of year	2013-06-30	$669,180
Employer contributions (assets) at beginning of year	2013-06-30	$642,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$180,565
Contract administrator fees	2013-06-30	$0
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	SNEAD AND WILLIAMS, PLLC
Accountancy firm EIN	2013-06-30	541637030
2012 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$713,816
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$263,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$263,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$646,756
Value of total assets at end of year	2012-06-30	$6,946,325
Value of total assets at beginning of year	2012-06-30	$6,495,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$83,404
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$44,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$44,016
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$3,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$450,607
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$6,946,325
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$6,495,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$3,050,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,864,030
Interest earned on other investments	2012-06-30	$83,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$3,253,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$3,007,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-60,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$642,922
Employer contributions (assets) at end of year	2012-06-30	$642,922
Employer contributions (assets) at beginning of year	2012-06-30	$624,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$263,209
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	SNEAD AND WILLIAMS, PLLC
Accountancy firm EIN	2012-06-30	541637030
2011 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,289,533
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$294,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$294,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$624,219
Value of total assets at end of year	2011-06-30	$6,495,718
Value of total assets at beginning of year	2011-06-30	$5,500,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$84,872
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$33,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$33,679
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	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	2011-06-30	No
Value of net income/loss	2011-06-30	$995,191
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$6,495,718
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$5,500,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,864,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,888,057
Interest earned on other investments	2011-06-30	$84,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$3,007,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$2,975,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$546,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$624,219
Employer contributions (assets) at end of year	2011-06-30	$624,219
Employer contributions (assets) at beginning of year	2011-06-30	$636,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$294,342
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	SNEAD AND WILLIAMS, PLLC
Accountancy firm EIN	2011-06-30	541637030

Form 5500 Responses for CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

2021: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	240
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	249
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	253
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	247
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	245
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $9,441
Total amount of fees paid to insurance company	USD $10,358
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,441
Amount paid for insurance broker fees	10358
Additional information about fees paid to insurance broker	REFFERAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	FINANCIAL TELESIS INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	251
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $21,076
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,472
Insurance broker organization code?	3
Insurance broker name	JHW FINANCIAL SERVICES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	258
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $14,021
Total amount of fees paid to insurance company	USD $1,186
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	257
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $17,175
Total amount of fees paid to insurance company	USD $1,606
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CROSSROADS COMMUNITY SERVICES BOARD
Employer identification number (EIN):	540988560
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers