?>
Logo

COMMUNITY INNOVATIONS, INC. 401(K) PLAN 401k Plan overview

Plan NameCOMMUNITY INNOVATIONS, INC. 401(K) PLAN
Plan identification number 001

COMMUNITY INNOVATIONS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY INNOVATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY INNOVATIONS, INC.
Employer identification number (EIN):561645117
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY INNOVATIONS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01LAURIE MCDANIEL2021-08-24 LAURIE MCDANIEL2021-08-24
0012019-01-01LAURIE MCDANIEL2020-09-25 LAURIE MCDANIEL2020-09-25
0012018-01-01MICHAEL KOTZEN2019-10-15 MICHAEL KOTZEN2019-10-15
0012018-01-01LAURIE MCDANIEL2019-10-30 LAURIE MCDANIEL2019-10-30
0012017-01-01
0012017-01-01
0012016-01-01HAROLD E JONES JR
0012010-01-01DONNA ROMEO
0012009-01-01DONNA ROMEO
0012009-01-01DONNA ROMEO

Plan Statistics for COMMUNITY INNOVATIONS, INC. 401(K) PLAN

401k plan membership statisitcs for COMMUNITY INNOVATIONS, INC. 401(K) PLAN

Measure Date Value
2021: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01411
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01415
Total number of active participants reported on line 7a of the Form 55002020-01-01343
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01381
Number of participants with account balances2020-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01436
Total number of active participants reported on line 7a of the Form 55002019-01-01352
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01387
Number of participants with account balances2019-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01425
Total number of active participants reported on line 7a of the Form 55002018-01-01372
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01422
Number of participants with account balances2018-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01282
Total number of active participants reported on line 7a of the Form 55002017-01-01256
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01298
Number of participants with account balances2017-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01347
Total number of active participants reported on line 7a of the Form 55002016-01-01287
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01321
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2010: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01769
Total number of active participants reported on line 7a of the Form 55002010-01-01602
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01634
Number of participants with account balances2010-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01867
Total number of active participants reported on line 7a of the Form 55002009-01-01597
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01624
Number of participants with account balances2009-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITY INNOVATIONS, INC. 401(K) PLAN

Measure Date Value
2021 : COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-01-01$0
Total unrealized appreciation/depreciation of assets2021-01-01$0
Total transfer of assets to this plan2021-01-01$0
Total transfer of assets from this plan2021-01-01$1,250,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-01$0
Expenses. Interest paid2021-01-01$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-01-01$0
Total income from all sources (including contributions)2021-01-01$0
Total loss/gain on sale of assets2021-01-01$0
Total of all expenses incurred2021-01-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-01$0
Expenses. Certain deemed distributions of participant loans2021-01-01$0
Value of total corrective distributions2021-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-01$0
Value of total assets at end of year2021-01-01$0
Value of total assets at beginning of year2021-01-01$1,250,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-01$0
Total income from rents2021-01-01$0
Total interest from all sources2021-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2021-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2021-01-01$0
Assets. Real estate other than employer real property at end of year2021-01-01$0
Assets. Real estate other than employer real property at beginning of year2021-01-01$0
Administrative expenses professional fees incurred2021-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-01-01$0
Was this plan covered by a fidelity bond2021-01-01No
If this is an individual account plan, was there a blackout period2021-01-01No
Were there any nonexempt tranactions with any party-in-interest2021-01-01No
Contributions received from participants2021-01-01$0
Participant contributions at end of year2021-01-01$0
Participant contributions at beginning of year2021-01-01$4,726
Participant contributions at end of year2021-01-01$0
Participant contributions at beginning of year2021-01-01$1,388
Assets. Other investments not covered elsewhere at end of year2021-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2021-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2021-01-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-01$0
Assets. Loans (other than to participants) at end of year2021-01-01$0
Assets. Loans (other than to participants) at beginning of year2021-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-01$0
Other income not declared elsewhere2021-01-01$0
Administrative expenses (other) incurred2021-01-01$0
Liabilities. Value of operating payables at end of year2021-01-01$0
Liabilities. Value of operating payables at beginning of year2021-01-01$0
Total non interest bearing cash at end of year2021-01-01$0
Total non interest bearing cash at beginning of year2021-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-01No
Income. Non cash contributions2021-01-01$0
Value of net income/loss2021-01-01$0
Value of net assets at end of year (total assets less liabilities)2021-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2021-01-01$1,250,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-01No
Were any leases to which the plan was party in default or uncollectible2021-01-01No
Assets. partnership/joint venture interests at end of year2021-01-01$0
Assets. partnership/joint venture interests at beginning of year2021-01-01$0
Investment advisory and management fees2021-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-01$0
Value of interest in pooled separate accounts at end of year2021-01-01$0
Value of interest in pooled separate accounts at beginning of year2021-01-01$1,211,534
Interest on participant loans2021-01-01$0
Income. Interest from loans (other than to participants)2021-01-01$0
Interest earned on other investments2021-01-01$0
Income. Interest from US Government securities2021-01-01$0
Income. Interest from corporate debt instruments2021-01-01$0
Value of interest in master investment trust accounts at end of year2021-01-01$0
Value of interest in master investment trust accounts at beginning of year2021-01-01$0
Value of interest in common/collective trusts at end of year2021-01-01$0
Value of interest in common/collective trusts at beginning of year2021-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2021-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-01-01$32,791
Expenses. Payments to insurance carriers foe the provision of benefits2021-01-01$0
Asset value of US Government securities at end of year2021-01-01$0
Asset value of US Government securities at beginning of year2021-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-01$0
Net investment gain/loss from pooled separate accounts2021-01-01$0
Net investment gain or loss from common/collective trusts2021-01-01$0
Net gain/loss from 103.12 investment entities2021-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-01No
Was there a failure to transmit to the plan any participant contributions2021-01-01No
Has the plan failed to provide any benefit when due under the plan2021-01-01No
Assets. Invements in employer securities at end of year2021-01-01$0
Assets. Invements in employer securities at beginning of year2021-01-01$0
Assets. Value of employer real property at end of year2021-01-01$0
Assets. Value of employer real property at beginning of year2021-01-01$0
Contributions received in cash from employer2021-01-01$0
Employer contributions (assets) at end of year2021-01-01$0
Employer contributions (assets) at beginning of year2021-01-01$0
Income. Dividends from preferred stock2021-01-01$0
Income. Dividends from common stock2021-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-01$0
Asset. Corporate debt instrument preferred debt at end of year2021-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2021-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-01-01$0
Contract administrator fees2021-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2021-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-01-01$0
Liabilities. Value of benefit claims payable at end of year2021-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2021-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-01-01$0
Did the plan have assets held for investment2021-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-01Yes
Aggregate proceeds on sale of assets2021-01-01$0
Aggregate carrying amount (costs) on sale of assets2021-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2021-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-01-01$0
Opinion of an independent qualified public accountant for this plan2021-01-01Unqualified
Accountancy firm name2021-01-01BDG CPAS
Accountancy firm EIN2021-01-01222625944
2020 : COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$230,497
Total of all expenses incurred2020-12-31$268,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$262,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$47,451
Value of total assets at end of year2020-12-31$1,250,439
Value of total assets at beginning of year2020-12-31$1,288,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,320
Total interest from all sources2020-12-31$329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$385,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$47,451
Participant contributions at end of year2020-12-31$4,726
Participant contributions at beginning of year2020-12-31$12,750
Participant contributions at end of year2020-12-31$1,388
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$6,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-38,211
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,250,439
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,288,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$1,211,534
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,222,276
Interest on participant loans2020-12-31$329
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$32,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$53,624
Net investment gain/loss from pooled separate accounts2020-12-31$182,717
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$262,388
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDG CPAS
Accountancy firm EIN2020-12-31222625944
2019 : COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$296,633
Total of all expenses incurred2019-12-31$174,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$159,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$48,216
Value of total assets at end of year2019-12-31$1,288,650
Value of total assets at beginning of year2019-12-31$1,166,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,113
Total interest from all sources2019-12-31$777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$385,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$47,762
Participant contributions at end of year2019-12-31$12,750
Participant contributions at beginning of year2019-12-31$21,389
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$9,950
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$454
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$15,113
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$121,779
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,288,650
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,166,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,222,276
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,072,413
Interest on participant loans2019-12-31$777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$53,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$51,893
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$247,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$11,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$159,741
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDG CPAS
Accountancy firm EIN2019-12-31222625944
2018 : COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-92,014
Total of all expenses incurred2018-12-31$314,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$311,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$59,986
Value of total assets at end of year2018-12-31$1,153,483
Value of total assets at beginning of year2018-12-31$1,560,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,146
Total interest from all sources2018-12-31$1,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$51,133
Participant contributions at end of year2018-12-31$21,389
Participant contributions at beginning of year2018-12-31$62,742
Participant contributions at end of year2018-12-31$1,560
Participant contributions at beginning of year2018-12-31$9,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,184
Administrative expenses (other) incurred2018-12-31$3,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-406,645
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,153,483
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,560,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,072,413
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,455,899
Interest on participant loans2018-12-31$1,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$51,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,127
Net investment gain/loss from pooled separate accounts2018-12-31$-153,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,853
Employer contributions (assets) at end of year2018-12-31$6,228
Employer contributions (assets) at beginning of year2018-12-31$11,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$311,485
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BECHER,DELLA TORRE,GITTO & COMPANY
Accountancy firm EIN2018-12-31222625944
2017 : COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$303,310
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$515,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$512,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$70,992
Value of total assets at end of year2017-12-31$1,540,731
Value of total assets at beginning of year2017-12-31$1,753,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,811
Total interest from all sources2017-12-31$3,249
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$70,992
Participant contributions at end of year2017-12-31$74,926
Participant contributions at beginning of year2017-12-31$78,839
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$25,917
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,778
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-212,419
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,540,731
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,753,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,455,900
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,635,204
Interest on participant loans2017-12-31$3,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,864
Net investment gain/loss from pooled separate accounts2017-12-31$229,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$5,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$512,918
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 name2017-12-31BECHER,DELLA TORRE,GITTO & COMPANY
Accountancy firm EIN2017-12-31222625944
2016 : COMMUNITY INNOVATIONS, INC. 401(K) 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$205,639
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$324,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$322,027
Value of total corrective distributions2016-12-31$619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$108,244
Value of total assets at end of year2016-12-31$1,753,150
Value of total assets at beginning of year2016-12-31$1,871,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,819
Total interest from all sources2016-12-31$3,312
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$92,733
Participant contributions at end of year2016-12-31$78,839
Participant contributions at beginning of year2016-12-31$87,051
Participant contributions at end of year2016-12-31$25,917
Participant contributions at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-118,826
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,753,150
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,871,976
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 pooled separate accounts at end of year2016-12-31$1,635,204
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,777,261
Interest on participant loans2016-12-31$3,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$94,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$15,511
Employer contributions (assets) at end of year2016-12-31$5,326
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$322,027
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 name2016-12-31BECHER, DELLA TORRE, GITTO & COMPAN
Accountancy firm EIN2016-12-31222625944
2010 : COMMUNITY INNOVATIONS, INC. 401(K) 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$775,719
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$475,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$460,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$451,962
Value of total assets at end of year2010-12-31$3,131,649
Value of total assets at beginning of year2010-12-31$2,831,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,398
Total interest from all sources2010-12-31$7,900
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
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$360,701
Participant contributions at end of year2010-12-31$174,419
Participant contributions at beginning of year2010-12-31$166,061
Participant contributions at end of year2010-12-31$24,119
Participant contributions at beginning of year2010-12-31$24,731
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$28,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$299,869
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,131,649
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,831,780
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
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$2,912,438
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,599,224
Interest on participant loans2010-12-31$7,576
Interest earned on other investments2010-12-31$324
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$38,166
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$315,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$62,772
Employer contributions (assets) at end of year2010-12-31$3,961
Employer contributions (assets) at beginning of year2010-12-31$3,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$460,452
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$15,398
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31BECHER, DELLA TORRE,GITTO & COMPANY
Accountancy firm EIN2010-12-31222625944
2009 : COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COMMUNITY INNOVATIONS, INC. 401(K) PLAN

2021: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: COMMUNITY INNOVATIONS, INC. 401(K) 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: COMMUNITY INNOVATIONS, INC. 401(K) 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
2010: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
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: COMMUNITY INNOVATIONS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG38952
Policy instance 1
Insurance contract or identification numberG38952
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-01-01
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG38952
Policy instance 1
Insurance contract or identification numberG38952
Number of Individuals Covered86
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG38952
Policy instance 1
Insurance contract or identification numberG38952
Number of Individuals Covered94
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,175
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,175
Amount paid for insurance broker fees0
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG38952
Policy instance 1
Insurance contract or identification numberG38952
Number of Individuals Covered97
Insurance policy start date2018-02-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,754
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,754
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82778
Policy instance 1
Insurance contract or identification number82778
Number of Individuals Covered110
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,245
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,121
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameRETIREMENT PLAN SERVICES, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3