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VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 401k Plan overview

Plan NameVIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN
Plan identification number 001

VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

VIRGINIA INSTITUTE OF AUTISM has sponsored the creation of one or more 401k plans.

Company Name:VIRGINIA INSTITUTE OF AUTISM
Employer identification number (EIN):541815297
NAIC Classification:611000

Additional information about VIRGINIA INSTITUTE OF AUTISM

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1996-03-26
Company Identification Number: 0463076
Legal Registered Office Address: 1414 WESTWOOD ROAD
414 PARK ST/PO BOX 1567
CHARLOTTESVILLE
United States of America (USA)
22903

More information about VIRGINIA INSTITUTE OF AUTISM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01EDWARD GILLASPIE2019-10-11
0012018-01-01
0012017-01-01EDWARD GILLASPIE2018-10-08 EDWARD GILLASPIE2018-10-08

Plan Statistics for VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN

401k plan membership statisitcs for VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN

Measure Date Value
2022: VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01194
Total number of active participants reported on line 7a of the Form 55002022-01-01156
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01182
Number of participants with account balances2022-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01178
Total number of active participants reported on line 7a of the Form 55002021-01-01145
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01192
Number of participants with account balances2021-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01175
Total number of active participants reported on line 7a of the Form 55002020-01-01136
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01183
Number of participants with account balances2020-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01176
Total number of active participants reported on line 7a of the Form 55002019-01-01139
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01176
Number of participants with account balances2019-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01153
Total number of active participants reported on line 7a of the Form 55002018-01-01154
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01177
Number of participants with account balances2018-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016

Financial Data on VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN

Measure Date Value
2022 : VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$117,987
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$186,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$186,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$445,496
Value of total assets at end of year2022-12-31$2,028,613
Value of total assets at beginning of year2022-12-31$2,097,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$-398
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$100,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$265,392
Participant contributions at end of year2022-12-31$17,040
Participant contributions at beginning of year2022-12-31$31,313
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-68,877
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,028,613
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,097,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,916,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,989,469
Interest on participant loans2022-12-31$1,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$94,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$73,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$73,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-1,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-327,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$166,123
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$186,864
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2022-12-31541896113
2021 : VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$686,241
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$72,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$72,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$441,375
Value of total assets at end of year2021-12-31$2,097,490
Value of total assets at beginning of year2021-12-31$1,484,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$-199
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$227,272
Participant contributions at end of year2021-12-31$31,313
Participant contributions at beginning of year2021-12-31$1,309
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$82,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$613,449
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,097,490
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,484,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,989,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,418,615
Interest on participant loans2021-12-31$489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$73,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$61,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$61,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$245,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$131,199
Employer contributions (assets) at end of year2021-12-31$2,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$72,792
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ROBINSONS, FARMER, & COX
Accountancy firm EIN2021-12-31541896113
2020 : VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$489,725
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$44,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$42,744
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$1,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$312,002
Value of total assets at end of year2020-12-31$1,484,041
Value of total assets at beginning of year2020-12-31$1,038,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$-173
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$189,533
Participant contributions at end of year2020-12-31$1,309
Participant contributions at beginning of year2020-12-31$9,680
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$445,241
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,484,041
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,038,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,418,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$963,604
Interest on participant loans2020-12-31$481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$61,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$64,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$64,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$177,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$122,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$42,744
Contract administrator fees2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROBINSONS, FARMER, & COX
Accountancy firm EIN2020-12-31541896113
2019 : VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$521,083
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$53,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$53,127
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$381,212
Value of total assets at end of year2019-12-31$1,038,800
Value of total assets at beginning of year2019-12-31$570,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$583
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$223,045
Participant contributions at end of year2019-12-31$9,680
Participant contributions at beginning of year2019-12-31$443
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$467,956
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,038,800
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$570,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$963,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$526,375
Interest on participant loans2019-12-31$237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$64,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$43,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$43,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$139,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$131,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$53,127
Contract administrator fees2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROBINSON, FARMER, & COX
Accountancy firm EIN2019-12-31541896113
2018 : VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$257,397
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,649
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$300,965
Value of total assets at end of year2018-12-31$570,844
Value of total assets at beginning of year2018-12-31$319,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$-20
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$175,413
Participant contributions at end of year2018-12-31$443
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$251,748
Value of net assets at end of year (total assets less liabilities)2018-12-31$570,844
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$319,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$526,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$291,592
Interest on participant loans2018-12-31$36
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$43,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$26,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$26,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-43,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$108,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,649
Contract administrator fees2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ROBINSON, FARMER, COX
Accountancy firm EIN2018-12-31541896113

Form 5500 Responses for VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN

2022: VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VIRGINIA INSTITUTE OF AUTISM, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP 32-JV7U
Policy instance 1
Insurance contract or identification numberGAP 32-JV7U
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP 32-JV7U
Policy instance 1
Insurance contract or identification numberGAP 32-JV7U
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP 32-JV7U
Policy instance 1
Insurance contract or identification numberGAP 32-JV7U
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP 32-JV7U
Policy instance 1
Insurance contract or identification numberGAP 32-JV7U
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3

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