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THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE ARC OF SOUTHWEST GEORGIA has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF SOUTHWEST GEORGIA
Employer identification number (EIN):581234047
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01DEANNA JULIAN2023-04-17
0012020-07-01DEANNA JULIAN2022-04-14
0012019-07-01DEBBIE FULFORD2021-04-08
0012018-07-01DEBBIE FULFORD2020-04-16
0012017-07-01DEBBIE FULFORD2019-04-11
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01DEBBIE FULFORD
0012012-07-01ANNETTE BOWLING
0012011-07-01ANNETTE BOWLING
0012010-07-01ANNETTE BOWLING
0012009-07-01ANNETTE BOWLING
0012008-07-01ANNETTE BOWLING

Plan Statistics for THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01249
Total number of active participants reported on line 7a of the Form 55002021-07-01188
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0119
Total of all active and inactive participants2021-07-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01207
Number of participants with account balances2021-07-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-016
2020: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01270
Total number of active participants reported on line 7a of the Form 55002020-07-01198
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0123
Total of all active and inactive participants2020-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01221
Number of participants with account balances2020-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01307
Total number of active participants reported on line 7a of the Form 55002019-07-01283
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0115
Total of all active and inactive participants2019-07-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01298
Number of participants with account balances2019-07-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01209
Total number of active participants reported on line 7a of the Form 55002018-07-01202
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0122
Total of all active and inactive participants2018-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01224
Number of participants with account balances2018-07-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
2017: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01133
Total number of active participants reported on line 7a of the Form 55002017-07-01128
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0117
Total of all active and inactive participants2017-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01145
Number of participants with account balances2017-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-018
2016: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01148
Total number of active participants reported on line 7a of the Form 55002016-07-01104
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0115
Total of all active and inactive participants2016-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01119
Number of participants with account balances2016-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-016
2015: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01145
Total number of active participants reported on line 7a of the Form 55002015-07-01107
Number of retired or separated participants receiving benefits2015-07-015
Number of other retired or separated participants entitled to future benefits2015-07-0132
Total of all active and inactive participants2015-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01144
Number of participants with account balances2015-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01156
Total number of active participants reported on line 7a of the Form 55002014-07-01112
Number of retired or separated participants receiving benefits2014-07-016
Number of other retired or separated participants entitled to future benefits2014-07-0125
Total of all active and inactive participants2014-07-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01144
Number of participants with account balances2014-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0111
2013: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01137
Total number of active participants reported on line 7a of the Form 55002013-07-01110
Number of retired or separated participants receiving benefits2013-07-015
Number of other retired or separated participants entitled to future benefits2013-07-0121
Total of all active and inactive participants2013-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01137
Number of participants with account balances2013-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01186
Total number of active participants reported on line 7a of the Form 55002012-07-01102
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01120
Number of participants with account balances2012-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01168
Total number of active participants reported on line 7a of the Form 55002011-07-0196
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0190
Total of all active and inactive participants2011-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01186
Number of participants with account balances2011-07-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01180
Total number of active participants reported on line 7a of the Form 55002010-07-0186
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0182
Total of all active and inactive participants2010-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01168
Number of participants with account balances2010-07-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-014
2009: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01236
Total number of active participants reported on line 7a of the Form 55002009-07-0193
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0187
Total of all active and inactive participants2009-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01180
Number of participants with account balances2009-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0121
2008: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-01124
Total number of active participants reported on line 7a of the Form 55002008-07-01150
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-0186
Total of all active and inactive participants2008-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-01236
Number of participants with account balances2008-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-0161

Financial Data on THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-41,101
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$277,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$267,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$99,989
Value of total assets at end of year2022-06-30$1,014,147
Value of total assets at beginning of year2022-06-30$1,332,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$9,476
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$59,636
Participant contributions at end of year2022-06-30$75,355
Participant contributions at beginning of year2022-06-30$52,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-318,385
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,014,147
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,332,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$932,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,278,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$6,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-141,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$40,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$267,808
Contract administrator fees2022-06-30$9,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30DRAFFIN & TUCKER, LLP
Accountancy firm EIN2022-06-30580914992
2021 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$403,480
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$123,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$106,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$93,642
Value of total assets at end of year2021-06-30$1,332,532
Value of total assets at beginning of year2021-06-30$1,052,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$16,555
Total interest from all sources2021-06-30$2,534
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$5,043
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$54,728
Participant contributions at end of year2021-06-30$52,137
Participant contributions at beginning of year2021-06-30$48,746
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$280,010
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,332,532
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,052,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$5,872
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,278,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$996,853
Interest on participant loans2021-06-30$2,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$6,400
Net investment gain/loss from pooled separate accounts2021-06-30$307,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$38,914
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$106,915
Contract administrator fees2021-06-30$5,640
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30DRAFFIN & TUCKER, LLP
Accountancy firm EIN2021-06-30580914992
2020 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$132,067
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$253,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$247,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$97,739
Value of total assets at end of year2020-06-30$1,052,522
Value of total assets at beginning of year2020-06-30$1,174,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$6,481
Total interest from all sources2020-06-30$2,965
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$1,500
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$55,857
Participant contributions at end of year2020-06-30$48,746
Participant contributions at beginning of year2020-06-30$71,113
Participant contributions at end of year2020-06-30$65
Participant contributions at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-121,572
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,052,522
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,174,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$3,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$996,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,101,121
Interest on participant loans2020-06-30$2,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$6,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,595
Net investment gain/loss from pooled separate accounts2020-06-30$31,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$41,882
Employer contributions (assets) at end of year2020-06-30$458
Employer contributions (assets) at beginning of year2020-06-30$265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$247,158
Contract administrator fees2020-06-30$1,640
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30DRAFFIN & TUCKER, LLP
Accountancy firm EIN2020-06-30580914992
2019 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$157,827
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$333,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$330,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$101,540
Value of total assets at end of year2019-06-30$1,174,094
Value of total assets at beginning of year2019-06-30$1,349,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,838
Total interest from all sources2019-06-30$4,559
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$1,200
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$56,713
Participant contributions at end of year2019-06-30$71,113
Participant contributions at beginning of year2019-06-30$93,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-175,794
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,174,094
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,349,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,101,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,256,190
Interest on participant loans2019-06-30$4,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$51,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$44,827
Employer contributions (assets) at end of year2019-06-30$265
Employer contributions (assets) at beginning of year2019-06-30$57
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$330,783
Contract administrator fees2019-06-30$1,638
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2019-06-30580692043
2018 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$180,267
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$58,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$55,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$105,516
Value of total assets at end of year2018-06-30$1,349,888
Value of total assets at beginning of year2018-06-30$1,227,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$3,025
Total interest from all sources2018-06-30$3,840
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$1,885
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$64,635
Participant contributions at end of year2018-06-30$93,641
Participant contributions at beginning of year2018-06-30$75,062
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$121,958
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,349,888
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,227,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,256,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,152,708
Interest on participant loans2018-06-30$3,840
Net investment gain/loss from pooled separate accounts2018-06-30$70,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$40,881
Employer contributions (assets) at end of year2018-06-30$57
Employer contributions (assets) at beginning of year2018-06-30$47
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$55,284
Contract administrator fees2018-06-30$1,140
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2018-06-30580692043
2017 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$298,932
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$78,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$69,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$172,563
Value of total assets at end of year2017-06-30$1,227,930
Value of total assets at beginning of year2017-06-30$1,007,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,095
Total interest from all sources2017-06-30$2,579
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$3,075
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$69,590
Participant contributions at end of year2017-06-30$75,062
Participant contributions at beginning of year2017-06-30$50,474
Participant contributions at end of year2017-06-30$113
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$60,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$220,548
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,227,930
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,007,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,152,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$953,757
Interest on participant loans2017-06-30$2,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,693
Net investment gain/loss from pooled separate accounts2017-06-30$123,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$42,973
Employer contributions (assets) at end of year2017-06-30$47
Employer contributions (assets) at beginning of year2017-06-30$458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$69,289
Contract administrator fees2017-06-30$6,020
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2017-06-30580692043
2016 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$112,323
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$162,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$162,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$129,357
Value of total assets at end of year2016-06-30$1,007,382
Value of total assets at beginning of year2016-06-30$1,057,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$2,375
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$72,972
Participant contributions at end of year2016-06-30$50,474
Participant contributions at beginning of year2016-06-30$57,253
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$15,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-50,590
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,007,382
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,057,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$953,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$994,594
Interest on participant loans2016-06-30$2,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$5,553
Net investment gain/loss from pooled separate accounts2016-06-30$-19,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$40,778
Employer contributions (assets) at end of year2016-06-30$458
Employer contributions (assets) at beginning of year2016-06-30$572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$162,913
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2016-06-30580692043
2015 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$132,881
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$67,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$67,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$118,244
Value of total assets at end of year2015-06-30$1,057,972
Value of total assets at beginning of year2015-06-30$992,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$1,949
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$73,233
Participant contributions at end of year2015-06-30$57,253
Participant contributions at beginning of year2015-06-30$50,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$65,260
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,057,972
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$992,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$994,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$892,801
Interest on participant loans2015-06-30$1,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$5,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,798
Net investment gain/loss from pooled separate accounts2015-06-30$12,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$45,011
Employer contributions (assets) at end of year2015-06-30$572
Employer contributions (assets) at beginning of year2015-06-30$45,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$67,621
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2015-06-30580692043
2014 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$302,590
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$190,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$188,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$180,302
Value of total assets at end of year2014-06-30$992,712
Value of total assets at beginning of year2014-06-30$881,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,625
Total interest from all sources2014-06-30$1,898
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$2,625
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$75,065
Participant contributions at end of year2014-06-30$50,222
Participant contributions at beginning of year2014-06-30$37,253
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$13,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$111,670
Value of net assets at end of year (total assets less liabilities)2014-06-30$992,712
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$881,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$892,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$0
Value of interest in pooled separate accounts at end of year2014-06-30$0
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,607
Interest on participant loans2014-06-30$1,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$821,699
Net investment gain/loss from pooled separate accounts2014-06-30$120,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$91,538
Employer contributions (assets) at end of year2014-06-30$45,891
Employer contributions (assets) at beginning of year2014-06-30$18,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$188,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2014-06-30580692043
2013 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$214,000
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$221,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$215,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$137,693
Value of total assets at end of year2013-06-30$881,042
Value of total assets at beginning of year2013-06-30$888,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,211
Total interest from all sources2013-06-30$2,029
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$44,520
Participant contributions at end of year2013-06-30$37,253
Participant contributions at beginning of year2013-06-30$56,805
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$1,697
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$33,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-7,644
Value of net assets at end of year (total assets less liabilities)2013-06-30$881,042
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$888,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$3,911
Value of interest in pooled separate accounts at end of year2013-06-30$3,607
Value of interest in pooled separate accounts at beginning of year2013-06-30$812,657
Interest on participant loans2013-06-30$2,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$821,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$6,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$165
Net investment gain/loss from pooled separate accounts2013-06-30$74,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$59,717
Employer contributions (assets) at end of year2013-06-30$18,483
Employer contributions (assets) at beginning of year2013-06-30$10,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$215,433
Contract administrator fees2013-06-30$2,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MAULDIN & JENKINS
Accountancy firm EIN2013-06-30580692043
2012 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$74,383
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$78,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$74,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$83,528
Value of total assets at end of year2012-06-30$888,686
Value of total assets at beginning of year2012-06-30$893,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,877
Total interest from all sources2012-06-30$2,208
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$34,342
Participant contributions at end of year2012-06-30$56,805
Participant contributions at beginning of year2012-06-30$67,489
Participant contributions at end of year2012-06-30$1,697
Participant contributions at beginning of year2012-06-30$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-4,385
Value of net assets at end of year (total assets less liabilities)2012-06-30$888,686
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$893,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$3,877
Value of interest in pooled separate accounts at end of year2012-06-30$812,657
Value of interest in pooled separate accounts at beginning of year2012-06-30$799,926
Interest on participant loans2012-06-30$2,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$6,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$6,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$187
Net investment gain/loss from pooled separate accounts2012-06-30$-11,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$49,186
Employer contributions (assets) at end of year2012-06-30$10,778
Employer contributions (assets) at beginning of year2012-06-30$18,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$74,891
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MAULDIN & JENKINS
Accountancy firm EIN2012-06-30580692043
2011 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$192,535
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$138,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$138,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$79,095
Value of total assets at end of year2011-06-30$893,071
Value of total assets at beginning of year2011-06-30$838,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$2,519
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$35,775
Participant contributions at end of year2011-06-30$67,489
Participant contributions at beginning of year2011-06-30$40,894
Participant contributions at end of year2011-06-30$35
Participant contributions at beginning of year2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$88
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$54,185
Value of net assets at end of year (total assets less liabilities)2011-06-30$893,071
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$838,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$799,926
Value of interest in pooled separate accounts at beginning of year2011-06-30$781,546
Interest on participant loans2011-06-30$2,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$6,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$11,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$43,320
Employer contributions (assets) at end of year2011-06-30$18,848
Employer contributions (assets) at beginning of year2011-06-30$5,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$138,262
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MAULDIN & JENKINS
Accountancy firm EIN2011-06-30580692043
2010 : THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN

2021: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2008: THE ARC OF SOUTHWEST GEORGIA 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514045-01
Policy instance 2
Insurance contract or identification number514045-01
Number of Individuals Covered2
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110933
Policy instance 1
Insurance contract or identification number110933
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2021-07-12
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110933
Policy instance 1
Insurance contract or identification number110933
Number of Individuals Covered76
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,644
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5644
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110933
Policy instance 1
Insurance contract or identification number110933
Number of Individuals Covered85
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,772
Total amount of fees paid to insurance companyUSD $2,045
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2045
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,772
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110933
Policy instance 1
Insurance contract or identification number110933
Number of Individuals Covered94
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $6,089
Total amount of fees paid to insurance companyUSD $664
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,089
Insurance broker organization code?4
Amount paid for insurance broker fees664
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110933
Policy instance 1
Insurance contract or identification number110933
Number of Individuals Covered104
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $6,134
Total amount of fees paid to insurance companyUSD $2,535
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110933
Policy instance 1
Insurance contract or identification number110933
Number of Individuals Covered135
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $4,965
Total amount of fees paid to insurance companyUSD $1,727
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,965
Insurance broker organization code?4
Amount paid for insurance broker fees1727
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110933
Policy instance 1
Insurance contract or identification number110933
Number of Individuals Covered126
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $4,761
Total amount of fees paid to insurance companyUSD $2,986
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,761
Insurance broker organization code?4
Amount paid for insurance broker fees2986
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110933
Policy instance 1
Insurance contract or identification number110933
Number of Individuals Covered121
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,852
Total amount of fees paid to insurance companyUSD $4,799
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4799
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $3,852
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH 3679
Policy instance 1
Insurance contract or identification numberGH 3679
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,910
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,540
Insurance broker organization code?4
Insurance broker namePLANNING CORP OF AMERICA
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110933
Policy instance 2
Insurance contract or identification number110933
Number of Individuals Covered104
Insurance policy start date2013-06-25
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Insurance broker organization code?4
Insurance broker namePLANNING CORP OF AMERICA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH 3679
Policy instance 1
Insurance contract or identification numberGH 3679
Number of Individuals Covered177
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,877
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH 3679
Policy instance 1
Insurance contract or identification numberGH 3679
Number of Individuals Covered207
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,098
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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