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SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 401k Plan overview

Plan NameSOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN
Plan identification number 001

SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC.
Employer identification number (EIN):550488202
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DWIGHT COBURN2023-10-11 DWIGHT COBURN2023-10-11
0012021-01-01DWIGHT COBURN2022-10-11 DWIGHT COBURN2022-10-11
0012020-01-01DWIGHT COBURN2021-10-13 DWIGHT COBURN2021-10-13
0012019-01-01DWIGHT COBURN2020-10-14 DWIGHT COBURN2020-10-14
0012018-01-01TONYA ROSS2019-10-15 TONYA ROSS2019-10-15
0012018-01-01DWIGHT COBURN2020-01-07 DWIGHT COBURN2020-01-07
0012017-01-01DWIGHT COBURN DWIGHT COBURN2018-10-12
0012016-01-01DWIGHT COBURN
0012015-01-01DWIGHT COBURN
0012014-01-01DWIGHT COBURN
0012013-01-01DWIGHT COBURN
0012012-01-01DWIGHT COBURN
0012011-01-01DWIGHT COBURN
0012010-01-01DWIGHT COBURN
0012009-01-01DWIGHT COBURN
0012009-01-01DWIGHT COBURN

Plan Statistics for SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN

401k plan membership statisitcs for SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN

Measure Date Value
2022: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets2022-12-3115,539,756
Acturial value of plan assets2022-12-3115,539,756
Funding target for retired participants and beneficiaries receiving payment2022-12-314,025,780
Number of terminated vested participants2022-12-3150
Fundng target for terminated vested participants2022-12-311,418,032
Active participant vested funding target2022-12-317,098,633
Number of active participants2022-12-31101
Total funding liabilities for active participants2022-12-317,099,222
Total participant count2022-12-31194
Total funding target for all participants2022-12-3112,543,034
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-313,639,543
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31213,869
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-313,425,674
Present value of excess contributions2022-12-31512,747
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31549,477
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-313,744,947
Total employer contributions2022-12-31687,437
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31645,353
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31167,000
Net shortfall amortization installment of oustanding balance2022-12-31748,225
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31236,145
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31147,964
Additional cash requirement2022-12-3188,181
Contributions allocatedtoward minimum required contributions for current year2022-12-31645,353
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01196
Total number of active participants reported on line 7a of the Form 55002022-01-0185
Number of retired or separated participants receiving benefits2022-01-0138
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-12-3115,216,551
Acturial value of plan assets2021-12-3115,216,551
Funding target for retired participants and beneficiaries receiving payment2021-12-313,314,059
Number of terminated vested participants2021-12-3156
Fundng target for terminated vested participants2021-12-311,515,001
Active participant vested funding target2021-12-317,980,937
Number of active participants2021-12-31118
Total funding liabilities for active participants2021-12-318,003,089
Total participant count2021-12-31212
Total funding target for all participants2021-12-3112,832,149
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-313,291,024
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-313,291,024
Present value of excess contributions2021-12-31454,384
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31479,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-313,639,543
Total employer contributions2021-12-31742,432
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31695,727
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31190,000
Net shortfall amortization installment of oustanding balance2021-12-311,255,141
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31396,849
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31213,869
Additional cash requirement2021-12-31182,980
Contributions allocatedtoward minimum required contributions for current year2021-12-31695,727
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01218
Total number of active participants reported on line 7a of the Form 55002021-01-01101
Number of retired or separated participants receiving benefits2021-01-0140
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets2020-12-3113,776,600
Acturial value of plan assets2020-12-3113,776,600
Funding target for retired participants and beneficiaries receiving payment2020-12-313,290,275
Number of terminated vested participants2020-12-3164
Fundng target for terminated vested participants2020-12-311,781,189
Active participant vested funding target2020-12-317,754,294
Number of active participants2020-12-31128
Total funding liabilities for active participants2020-12-317,843,227
Total participant count2020-12-31230
Total funding target for all participants2020-12-3112,914,691
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,864,749
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-312,864,749
Present value of excess contributions2020-12-31570,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31601,909
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-313,291,024
Total employer contributions2020-12-31714,936
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31671,384
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31217,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31217,000
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31217,000
Contributions allocatedtoward minimum required contributions for current year2020-12-31671,384
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01240
Total number of active participants reported on line 7a of the Form 55002020-01-01117
Number of retired or separated participants receiving benefits2020-01-0135
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets2019-12-3112,943,070
Acturial value of plan assets2019-12-3113,740,036
Funding target for retired participants and beneficiaries receiving payment2019-12-312,864,072
Number of terminated vested participants2019-12-3169
Fundng target for terminated vested participants2019-12-312,011,762
Active participant vested funding target2019-12-318,538,526
Number of active participants2019-12-31148
Total funding liabilities for active participants2019-12-318,718,274
Total participant count2019-12-31254
Total funding target for all participants2019-12-3113,594,108
Balance at beginning of prior year after applicable adjustments2019-12-31535,601
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,508,302
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-31510,578
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3125,023
Amount remaining of prefunding balance2019-12-313,508,302
Present value of excess contributions2019-12-31566,665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31577,891
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-3123,854
Reductions in prefunding balances due to elections or deemed elections2019-12-31479,715
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-312,864,749
Total employer contributions2019-12-31824,925
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31778,044
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31208,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31208,000
Additional cash requirement2019-12-31208,000
Contributions allocatedtoward minimum required contributions for current year2019-12-31778,044
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01262
Total number of active participants reported on line 7a of the Form 55002019-01-01126
Number of retired or separated participants receiving benefits2019-01-0135
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets2018-12-3114,258,146
Acturial value of plan assets2018-12-3114,100,547
Funding target for retired participants and beneficiaries receiving payment2018-12-312,819,945
Number of terminated vested participants2018-12-3170
Fundng target for terminated vested participants2018-12-311,854,430
Active participant vested funding target2018-12-318,697,892
Number of active participants2018-12-31171
Total funding liabilities for active participants2018-12-318,958,273
Total participant count2018-12-31277
Total funding target for all participants2018-12-3113,632,648
Balance at beginning of prior year after applicable adjustments2018-12-31493,369
Prefunding balance at beginning of prior year after applicable adjustments2018-12-313,231,671
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31493,369
Amount remaining of prefunding balance2018-12-313,231,671
Present value of excess contributions2018-12-31594,458
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31629,947
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31535,601
Balance of prefunding at beginning of current year2018-12-313,508,302
Total employer contributions2018-12-31604,945
Total employee contributions2018-12-319,979
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31566,665
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31206,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31206,000
Carryover balance elected to use to offset funding requirement2018-12-31206,000
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31566,665
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01290
Total number of active participants reported on line 7a of the Form 55002018-01-01145
Number of retired or separated participants receiving benefits2018-01-0134
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets2017-12-3113,523,249
Acturial value of plan assets2017-12-3113,732,160
Funding target for retired participants and beneficiaries receiving payment2017-12-312,773,430
Number of terminated vested participants2017-12-3173
Fundng target for terminated vested participants2017-12-311,076,435
Active participant vested funding target2017-12-318,445,969
Number of active participants2017-12-31187
Total funding liabilities for active participants2017-12-318,659,034
Total participant count2017-12-31296
Total funding target for all participants2017-12-3112,508,899
Balance at beginning of prior year after applicable adjustments2017-12-311,596,514
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,558,733
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31401,700
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-311,194,814
Amount remaining of prefunding balance2017-12-312,558,733
Present value of excess contributions2017-12-31522,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31549,607
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31549,607
Reductions in caryover balances due to elections or deemed elections2017-12-31759,035
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31493,369
Balance of prefunding at beginning of current year2017-12-313,231,671
Total employer contributions2017-12-31712,482
Total employee contributions2017-12-31236,599
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31663,261
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31513,416
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31513,416
Carryover balance elected to use to offset funding requirement2017-12-31444,613
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3168,803
Contributions allocatedtoward minimum required contributions for current year2017-12-31663,261
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01296
Total number of active participants reported on line 7a of the Form 55002017-01-01169
Number of retired or separated participants receiving benefits2017-01-0132
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-3113,881,893
Acturial value of plan assets2016-12-3114,325,638
Funding target for retired participants and beneficiaries receiving payment2016-12-312,813,002
Number of terminated vested participants2016-12-31282
Fundng target for terminated vested participants2016-12-311,963,260
Active participant vested funding target2016-12-317,527,632
Number of active participants2016-12-31176
Total funding liabilities for active participants2016-12-317,683,534
Total participant count2016-12-31494
Total funding target for all participants2016-12-3112,459,796
Balance at beginning of prior year after applicable adjustments2016-12-311,739,784
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,112,832
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31149,472
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,590,312
Amount remaining of prefunding balance2016-12-312,112,832
Present value of excess contributions2016-12-31419,880
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31437,661
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31437,661
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,596,514
Balance of prefunding at beginning of current year2016-12-312,558,733
Total employer contributions2016-12-31680,976
Total employee contributions2016-12-31229,910
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31634,131
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31513,056
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31513,056
Carryover balance elected to use to offset funding requirement2016-12-31401,700
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31111,356
Contributions allocatedtoward minimum required contributions for current year2016-12-31634,131
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01458
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-0133
Number of other retired or separated participants entitled to future benefits2016-01-0173
Total of all active and inactive participants2016-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01445
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01282
Total of all active and inactive participants2015-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01458
2014: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01440
Total number of active participants reported on line 7a of the Form 55002014-01-01169
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01276
Total of all active and inactive participants2014-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01430
Total number of active participants reported on line 7a of the Form 55002013-01-01186
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01254
Total of all active and inactive participants2013-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01425
Total number of active participants reported on line 7a of the Form 55002012-01-01182
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01248
Total of all active and inactive participants2012-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2011: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01394
Total number of active participants reported on line 7a of the Form 55002011-01-01222
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01203
Total of all active and inactive participants2011-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01379
Total number of active participants reported on line 7a of the Form 55002010-01-01220
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01174
Total of all active and inactive participants2010-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01394
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01348
Total number of active participants reported on line 7a of the Form 55002009-01-01205
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01173
Total of all active and inactive participants2009-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN

Measure Date Value
2022 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,143
Total income from all sources (including contributions)2022-12-31$-1,622,338
Total of all expenses incurred2022-12-31$1,183,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$976,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$687,437
Value of total assets at end of year2022-12-31$12,750,329
Value of total assets at beginning of year2022-12-31$15,556,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$206,481
Total interest from all sources2022-12-31$199,193
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$58,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$58,470
Administrative expenses professional fees incurred2022-12-31$41,763
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$549,008
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$862,065
Other income not declared elsewhere2022-12-31$91,963
Administrative expenses (other) incurred2022-12-31$84,272
Total non interest bearing cash at end of year2022-12-31$504,767
Total non interest bearing cash at beginning of year2022-12-31$810,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,805,741
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,743,685
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,549,426
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
Investment advisory and management fees2022-12-31$80,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,436,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,181,666
Interest earned on other investments2022-12-31$199,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,081,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,957,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,659,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$687,437
Employer contributions (assets) at end of year2022-12-31$467,457
Employer contributions (assets) at beginning of year2022-12-31$494,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$976,922
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$5,710,333
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$7,250,117
Liabilities. Value of benefit claims payable at end of year2022-12-31$6,644
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$7,143
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 name2022-12-31SOMERVILLE & COMPANY, PLLC
Accountancy firm EIN2022-12-31550372924
2021 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$28,822
Total income from all sources (including contributions)2021-12-31$2,065,883
Total of all expenses incurred2021-12-31$1,741,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,572,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$742,432
Value of total assets at end of year2021-12-31$15,556,569
Value of total assets at beginning of year2021-12-31$15,254,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$169,265
Total interest from all sources2021-12-31$97,555
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$26,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$26,932
Administrative expenses professional fees incurred2021-12-31$115,528
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$862,065
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$993,940
Other income not declared elsewhere2021-12-31$103,686
Total non interest bearing cash at end of year2021-12-31$810,722
Total non interest bearing cash at beginning of year2021-12-31$894,385
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$324,120
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,549,426
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,225,306
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
Investment advisory and management fees2021-12-31$53,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,181,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,436,814
Interest earned on other investments2021-12-31$97,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,957,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,155,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,095,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$742,432
Employer contributions (assets) at end of year2021-12-31$494,955
Employer contributions (assets) at beginning of year2021-12-31$494,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,572,498
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$7,250,117
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,279,031
Liabilities. Value of benefit claims payable at end of year2021-12-31$7,143
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$28,822
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31SOMERVILLE & COMPANY, PLLC
Accountancy firm EIN2021-12-31550372924
2020 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,668
Total income from all sources (including contributions)2020-12-31$2,124,756
Total of all expenses incurred2020-12-31$685,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$520,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$714,934
Value of total assets at end of year2020-12-31$15,254,128
Value of total assets at beginning of year2020-12-31$13,812,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$164,410
Total interest from all sources2020-12-31$16,159
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$87,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$87,391
Administrative expenses professional fees incurred2020-12-31$117,247
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$993,940
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,246,877
Other income not declared elsewhere2020-12-31$117,520
Total non interest bearing cash at end of year2020-12-31$894,385
Total non interest bearing cash at beginning of year2020-12-31$679,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,439,624
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,225,306
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,785,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$47,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,436,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,395,143
Interest earned on other investments2020-12-31$16,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,155,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,435,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,188,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$714,934
Employer contributions (assets) at end of year2020-12-31$494,955
Employer contributions (assets) at beginning of year2020-12-31$494,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$520,722
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,279,031
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,559,967
Liabilities. Value of benefit claims payable at end of year2020-12-31$28,822
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$26,668
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOMERVILLE & COMPANY, PLLC
Accountancy firm EIN2020-12-31550372924
2019 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,424
Total income from all sources (including contributions)2019-12-31$2,646,649
Total of all expenses incurred2019-12-31$1,811,455
Total of all expenses incurred2019-12-31$1,811,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,596,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$824,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$824,924
Value of total assets at end of year2019-12-31$13,812,350
Value of total assets at end of year2019-12-31$13,812,350
Value of total assets at beginning of year2019-12-31$12,970,912
Value of total assets at beginning of year2019-12-31$12,970,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$214,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$214,974
Total interest from all sources2019-12-31$26,570
Total interest from all sources2019-12-31$26,570
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$170,686
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$170,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$170,686
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$170,686
Administrative expenses professional fees incurred2019-12-31$165,570
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,246,877
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,246,877
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,012,267
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,012,267
Other income not declared elsewhere2019-12-31$151,400
Other income not declared elsewhere2019-12-31$151,400
Total non interest bearing cash at end of year2019-12-31$679,944
Total non interest bearing cash at end of year2019-12-31$679,944
Total non interest bearing cash at beginning of year2019-12-31$392,445
Total non interest bearing cash at beginning of year2019-12-31$392,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$835,194
Value of net income/loss2019-12-31$835,194
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,785,682
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,785,682
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,950,488
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,950,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$49,404
Investment advisory and management fees2019-12-31$49,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,395,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,395,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,403,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,403,594
Interest earned on other investments2019-12-31$26,570
Interest earned on other investments2019-12-31$26,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,435,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,435,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,020,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,020,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,473,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$824,924
Contributions received in cash from employer2019-12-31$824,924
Employer contributions (assets) at end of year2019-12-31$494,955
Employer contributions (assets) at end of year2019-12-31$494,955
Employer contributions (assets) at beginning of year2019-12-31$384,965
Employer contributions (assets) at beginning of year2019-12-31$384,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,596,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,596,481
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,559,967
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,559,967
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,757,229
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,757,229
Liabilities. Value of benefit claims payable at end of year2019-12-31$26,668
Liabilities. Value of benefit claims payable at end of year2019-12-31$26,668
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$20,424
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$20,424
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SOMERVILLE & COMPANY, PLLC
Accountancy firm name2019-12-31SOMERVILLE & COMPANY, PLLC
Accountancy firm EIN2019-12-31550372924
2018 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,424
Total income from all sources (including contributions)2018-12-31$438,052
Total of all expenses incurred2018-12-31$1,288,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,069,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,137,376
Value of total assets at end of year2018-12-31$12,970,912
Value of total assets at beginning of year2018-12-31$13,800,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$218,690
Total interest from all sources2018-12-31$26,595
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$162,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$162,281
Administrative expenses professional fees incurred2018-12-31$162,894
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,979
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,012,267
Total non interest bearing cash at end of year2018-12-31$392,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-849,974
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,950,488
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,800,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$55,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,403,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$630,602
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,275,806
Interest earned on other investments2018-12-31$26,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,020,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,894,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-888,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,127,397
Employer contributions (assets) at end of year2018-12-31$384,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,069,336
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,757,229
Liabilities. Value of benefit claims payable at end of year2018-12-31$20,424
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SOMERVILLE & COMPANY, PLLC
Accountancy firm EIN2018-12-31550372924
2017 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,970,364
Total of all expenses incurred2017-12-31$1,037,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$842,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$888,564
Value of total assets at end of year2017-12-31$13,800,462
Value of total assets at beginning of year2017-12-31$12,867,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$195,609
Total interest from all sources2017-12-31$276,551
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,947
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$932,748
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,800,462
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,867,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$195,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$630,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$567,291
Value of interest in pooled separate accounts at end of year2017-12-31$4,275,806
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,533,869
Interest earned on other investments2017-12-31$276,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,894,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,766,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$57,365
Net investment gain/loss from pooled separate accounts2017-12-31$741,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$888,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$842,007
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TRAINER, WRIGHT & PATERNO
Accountancy firm EIN2017-12-31550664030
2016 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,345,257
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,904,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,688,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$677,843
Value of total assets at end of year2016-12-31$12,867,714
Value of total assets at beginning of year2016-12-31$13,427,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$216,171
Total interest from all sources2016-12-31$321,222
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,098
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$216,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-559,723
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,867,714
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,427,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$567,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$3,533,869
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,754,968
Interest earned on other investments2016-12-31$321,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,766,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,496,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$47,265
Net investment gain/loss from pooled separate accounts2016-12-31$293,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$677,843
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$175,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,688,809
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TRAINER, WRIGHT & PATERNO
Accountancy firm EIN2016-12-31550554030
2015 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,207,959
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$551,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$422,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$950,301
Value of total assets at end of year2015-12-31$13,427,437
Value of total assets at beginning of year2015-12-31$12,771,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$128,930
Total interest from all sources2015-12-31$334,857
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$217,693
Administrative expenses (other) incurred2015-12-31$128,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$656,041
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,427,437
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,771,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,754,968
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,222,167
Interest earned on other investments2015-12-31$334,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,496,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,549,229
Net investment gain/loss from pooled separate accounts2015-12-31$-77,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$732,608
Employer contributions (assets) at end of year2015-12-31$175,635
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$422,988
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TRAINER, WRIGHT & PATERNO
Accountancy firm EIN2015-12-31550554030
2014 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,235,283
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$774,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$648,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$789,722
Value of total assets at end of year2014-12-31$12,771,396
Value of total assets at beginning of year2014-12-31$12,310,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$126,281
Total interest from all sources2014-12-31$298,310
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$126,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$460,702
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,771,396
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,310,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,222,167
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,074,916
Interest earned on other investments2014-12-31$298,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,549,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,235,778
Net investment gain/loss from pooled separate accounts2014-12-31$147,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$789,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$648,300
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TRAINER, WRIGHT & PATERNO
Accountancy firm EIN2014-12-31550554030
2013 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,171,883
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$520,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$390,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$796,017
Value of total assets at end of year2013-12-31$12,310,694
Value of total assets at beginning of year2013-12-31$10,659,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$130,082
Total interest from all sources2013-12-31$321,713
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$130,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,651,427
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,310,694
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,659,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,074,916
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,470,762
Interest earned on other investments2013-12-31$321,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,235,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,188,505
Net investment gain/loss from pooled separate accounts2013-12-31$1,054,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$796,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$390,374
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TRAINER, WRIGHT & PATERNO
Accountancy firm EIN2013-12-31550554030
2012 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,634,690
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$710,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$621,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$806,403
Value of total assets at end of year2012-12-31$10,659,267
Value of total assets at beginning of year2012-12-31$9,734,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$89,031
Total interest from all sources2012-12-31$340,442
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$89,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$924,317
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,659,267
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,734,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,470,762
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,982,917
Interest earned on other investments2012-12-31$340,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,188,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,752,033
Net investment gain/loss from pooled separate accounts2012-12-31$487,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$806,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$621,342
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TRAINER, WRIGHT & PATERNO
Accountancy firm EIN2012-12-31550554030
2011 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,196,364
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,244,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,146,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$898,715
Value of total assets at end of year2011-12-31$9,734,950
Value of total assets at beginning of year2011-12-31$9,782,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$97,433
Total interest from all sources2011-12-31$346,016
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$97,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-47,869
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,734,950
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,782,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,982,917
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,031,284
Interest earned on other investments2011-12-31$346,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,752,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,751,535
Net investment gain/loss from pooled separate accounts2011-12-31$-48,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$898,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,146,800
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TRAINER, WRIGHT & PATERNO
Accountancy firm EIN2011-12-31550554030
2010 : SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,628,296
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$676,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$585,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$878,165
Value of total assets at end of year2010-12-31$9,782,819
Value of total assets at beginning of year2010-12-31$8,830,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$90,505
Total interest from all sources2010-12-31$320,992
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$90,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$951,975
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,782,819
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,830,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,031,284
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,897,145
Interest earned on other investments2010-12-31$320,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,751,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,933,699
Net investment gain/loss from pooled separate accounts2010-12-31$429,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$878,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$585,816
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TRAINER, WRIGHT & PATERNO
Accountancy firm EIN2010-12-31550554030

Form 5500 Responses for SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN

2022: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME 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: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME 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: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME 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: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME 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: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHWESTERN COMMUNITY ACTION COUNCIL, INC. RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015837
Policy instance 1
Insurance contract or identification number015837
Number of Individuals Covered175
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015837
Policy instance 1
Insurance contract or identification number015837
Number of Individuals Covered196
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15837
Policy instance 1
Insurance contract or identification numberIN-15837
Number of Individuals Covered218
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15837
Policy instance 1
Insurance contract or identification numberIN-15837
Number of Individuals Covered240
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15837
Policy instance 1
Insurance contract or identification numberIN-15837
Number of Individuals Covered262
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15837
Policy instance 1
Insurance contract or identification numberIN-15837
Number of Individuals Covered290
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15837
Policy instance 1
Insurance contract or identification numberIN-15837
Number of Individuals Covered458
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15837
Policy instance 1
Insurance contract or identification numberIN-15837
Number of Individuals Covered445
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15837
Policy instance 1
Insurance contract or identification numberIN-15837
Number of Individuals Covered440
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15837
Policy instance 1
Insurance contract or identification numberIN-15837
Number of Individuals Covered430
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15837
Policy instance 1
Insurance contract or identification numberIN-15837
Number of Individuals Covered425
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15837
Policy instance 1
Insurance contract or identification numberIN-15837
Number of Individuals Covered394
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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