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COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 401k Plan overview

Plan NameCOMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN
Plan identification number 007

COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:COMMUNITY ACTION PROGRAM COMMITTEE, INC.
Employer identification number (EIN):591118735
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COMMUNITY ACTION PROGRAM COMMITTEE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1965-04-14
Company Identification Number: 708809
Legal Registered Office Address: 1380 N. PALAFOX STREET

PENSACOLA

32501

More information about COMMUNITY ACTION PROGRAM COMMITTEE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072018-12-01
0072017-12-01
0072017-01-01
0072016-12-01LINDA BEARD
0072015-12-01LINDA BEARD
0072014-12-01LINDA BEARD
0072013-12-01WENDY POLLEY
0072012-12-01LINDA BEARD
0072011-12-01LINDA BEARD
0072010-12-01LINDA BEARD
0072009-12-01LINDA BEARD
0072008-12-01

Plan Statistics for COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN

401k plan membership statisitcs for COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN

Measure Date Value
2018: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-01220
Total number of active participants reported on line 7a of the Form 55002018-12-010
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-010
Total of all active and inactive participants2018-12-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-010
Total participants2018-12-010
Number of participants with account balances2018-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
2017: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01234
Total number of active participants reported on line 7a of the Form 55002017-12-01187
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-0131
Total of all active and inactive participants2017-12-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-012
Total participants2017-12-01220
Number of participants with account balances2017-12-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-0122
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01220
Number of participants with account balances2017-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01191
Total number of active participants reported on line 7a of the Form 55002016-12-01381
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-0134
Total of all active and inactive participants2016-12-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-012
Total participants2016-12-01417
Number of participants with account balances2016-12-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-0115
2015: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01225
Total number of active participants reported on line 7a of the Form 55002015-12-01295
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-0118
Total of all active and inactive participants2015-12-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-012
Total participants2015-12-01315
Number of participants with account balances2015-12-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-0141
2014: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-010
Total number of active participants reported on line 7a of the Form 55002014-12-01187
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-0137
Total of all active and inactive participants2014-12-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-011
Total participants2014-12-01225
Number of participants with account balances2014-12-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-0120
2013: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-01259
Total number of active participants reported on line 7a of the Form 55002013-12-01204
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-0145
Total of all active and inactive participants2013-12-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-01249
Number of participants with account balances2013-12-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-012
2012: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-01244
Total number of active participants reported on line 7a of the Form 55002012-12-01206
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-0149
Total of all active and inactive participants2012-12-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-01255
Number of participants with account balances2012-12-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-0114
2011: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-01213
Total number of active participants reported on line 7a of the Form 55002011-12-01187
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-0145
Total of all active and inactive participants2011-12-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-01232
Number of participants with account balances2011-12-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-017
2010: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-01201
Total number of active participants reported on line 7a of the Form 55002010-12-01163
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-0150
Total of all active and inactive participants2010-12-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-010
Total participants2010-12-01213
Number of participants with account balances2010-12-01213
2009: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-01201
Total number of active participants reported on line 7a of the Form 55002009-12-01155
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-0149
Total of all active and inactive participants2009-12-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-01204
Number of participants with account balances2009-12-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-015

Financial Data on COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN

Measure Date Value
2019 : COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-07-26$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-26$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-26$0
Total income from all sources (including contributions)2019-07-26$406,673
Total loss/gain on sale of assets2019-07-26$0
Total of all expenses incurred2019-07-26$3,707,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-26$3,706,396
Expenses. Certain deemed distributions of participant loans2019-07-26$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-26$191,038
Value of total assets at end of year2019-07-26$0
Value of total assets at beginning of year2019-07-26$3,300,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-26$1,273
Total interest from all sources2019-07-26$2,991
Total dividends received (eg from common stock, registered investment company shares)2019-07-26$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-26No
Was this plan covered by a fidelity bond2019-07-26Yes
Value of fidelity bond cover2019-07-26$1,000,000
If this is an individual account plan, was there a blackout period2019-07-26No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-26$0
Were there any nonexempt tranactions with any party-in-interest2019-07-26No
Contributions received from participants2019-07-26$48,310
Participant contributions at end of year2019-07-26$0
Participant contributions at beginning of year2019-07-26$6,736
Income. Received or receivable in cash from other sources (including rollovers)2019-07-26$36,667
Administrative expenses (other) incurred2019-07-26$1,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-26No
Value of net income/loss2019-07-26$-3,300,996
Value of net assets at end of year (total assets less liabilities)2019-07-26$0
Value of net assets at beginning of year (total assets less liabilities)2019-07-26$3,300,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-26No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-26No
Were any leases to which the plan was party in default or uncollectible2019-07-26No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-26$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-26$3,035,661
Interest on participant loans2019-07-26$63
Interest earned on other investments2019-07-26$2,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-07-26$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-07-26$258,599
Expenses. Payments to insurance carriers foe the provision of benefits2019-07-26$0
Net investment gain/loss from pooled separate accounts2019-07-26$212,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-26No
Was there a failure to transmit to the plan any participant contributions2019-07-26No
Has the plan failed to provide any benefit when due under the plan2019-07-26No
Contributions received in cash from employer2019-07-26$106,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-26$3,706,396
Did the plan have assets held for investment2019-07-26No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-26No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-26Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-26Yes
Opinion of an independent qualified public accountant for this plan2019-07-26Disclaimer
Accountancy firm name2019-07-26SALTMARSH, CLEVELAND & GUND
Accountancy firm EIN2019-07-26592922169
2018 : COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total income from all sources (including contributions)2018-11-30$336,921
Total loss/gain on sale of assets2018-11-30$0
Total of all expenses incurred2018-11-30$431,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$428,983
Expenses. Certain deemed distributions of participant loans2018-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$318,604
Value of total assets at end of year2018-11-30$3,314,725
Value of total assets at beginning of year2018-11-30$3,408,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$2,162
Total interest from all sources2018-11-30$3,053
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30No
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$1,000,000
If this is an individual account plan, was there a blackout period2018-11-30No
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Contributions received from participants2018-11-30$111,981
Participant contributions at end of year2018-11-30$4,356
Participant contributions at beginning of year2018-11-30$2,228
Participant contributions at end of year2018-11-30$4,604
Income. Received or receivable in cash from other sources (including rollovers)2018-11-30$0
Other income not declared elsewhere2018-11-30$0
Administrative expenses (other) incurred2018-11-30$2,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$-94,224
Value of net assets at end of year (total assets less liabilities)2018-11-30$3,314,725
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$3,408,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$3,035,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$3,054,483
Interest on participant loans2018-11-30$179
Interest earned on other investments2018-11-30$2,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-11-30$260,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-11-30$352,238
Expenses. Payments to insurance carriers foe the provision of benefits2018-11-30$0
Net investment gain/loss from pooled separate accounts2018-11-30$15,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30No
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Contributions received in cash from employer2018-11-30$206,623
Employer contributions (assets) at end of year2018-11-30$9,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$428,983
Did the plan have assets held for investment2018-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30Yes
Opinion of an independent qualified public accountant for this plan2018-11-30Disclaimer
Accountancy firm name2018-11-30SALTMARSH, CLEVELAND & GUND
Accountancy firm EIN2018-11-30592922169
2017 : COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$336,921
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$431,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$428,983
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$318,604
Value of total assets at end of year2017-12-31$3,314,725
Value of total assets at beginning of year2017-12-31$3,408,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,162
Total interest from all sources2017-12-31$3,053
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$111,981
Participant contributions at end of year2017-12-31$4,356
Participant contributions at beginning of year2017-12-31$2,228
Participant contributions at end of year2017-12-31$4,604
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-94,224
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,314,725
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,408,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,035,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,054,483
Interest on participant loans2017-12-31$179
Interest earned on other investments2017-12-31$2,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$260,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$352,238
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$15,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$206,623
Employer contributions (assets) at end of year2017-12-31$9,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$428,983
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SALTMARSH, CLEVELAND & GUND
Accountancy firm EIN2017-12-31592922169
Total unrealized appreciation/depreciation of assets2017-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total income from all sources (including contributions)2017-11-30$661,068
Total loss/gain on sale of assets2017-11-30$0
Total of all expenses incurred2017-11-30$298,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$296,081
Expenses. Certain deemed distributions of participant loans2017-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$291,074
Value of total assets at end of year2017-11-30$3,408,949
Value of total assets at beginning of year2017-11-30$3,045,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$2,009
Total interest from all sources2017-11-30$3,671
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30No
Was this plan covered by a fidelity bond2017-11-30Yes
Value of fidelity bond cover2017-11-30$1,000,000
If this is an individual account plan, was there a blackout period2017-11-30No
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Contributions received from participants2017-11-30$85,290
Participant contributions at end of year2017-11-30$2,228
Participant contributions at beginning of year2017-11-30$4,707
Income. Received or receivable in cash from other sources (including rollovers)2017-11-30$5
Other income not declared elsewhere2017-11-30$0
Administrative expenses (other) incurred2017-11-30$2,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Value of net income/loss2017-11-30$362,978
Value of net assets at end of year (total assets less liabilities)2017-11-30$3,408,949
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$3,045,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-30$3,054,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-30$2,681,162
Interest on participant loans2017-11-30$0
Interest earned on other investments2017-11-30$3,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-11-30$352,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-11-30$360,102
Expenses. Payments to insurance carriers foe the provision of benefits2017-11-30$0
Net investment gain/loss from pooled separate accounts2017-11-30$366,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30No
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Contributions received in cash from employer2017-11-30$205,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$296,081
Did the plan have assets held for investment2017-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30Yes
Opinion of an independent qualified public accountant for this plan2017-11-30Disclaimer
Accountancy firm name2017-11-30SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN2017-11-30592922169
2016 : COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total income from all sources (including contributions)2016-11-30$567,060
Total loss/gain on sale of assets2016-11-30$0
Total of all expenses incurred2016-11-30$319,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$317,329
Expenses. Certain deemed distributions of participant loans2016-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$439,215
Value of total assets at end of year2016-11-30$3,045,971
Value of total assets at beginning of year2016-11-30$2,798,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$1,827
Total interest from all sources2016-11-30$3,115
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30No
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$250,000
If this is an individual account plan, was there a blackout period2016-11-30No
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Contributions received from participants2016-11-30$66,700
Participant contributions at end of year2016-11-30$4,707
Participant contributions at beginning of year2016-11-30$10,912
Income. Received or receivable in cash from other sources (including rollovers)2016-11-30$194,040
Other income not declared elsewhere2016-11-30$0
Administrative expenses (other) incurred2016-11-30$1,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$247,904
Value of net assets at end of year (total assets less liabilities)2016-11-30$3,045,971
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$2,798,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$2,681,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$2,508,674
Interest on participant loans2016-11-30$288
Interest earned on other investments2016-11-30$2,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-11-30$360,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-11-30$278,481
Expenses. Payments to insurance carriers foe the provision of benefits2016-11-30$0
Net investment gain/loss from pooled separate accounts2016-11-30$124,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30No
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Contributions received in cash from employer2016-11-30$178,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$317,329
Did the plan have assets held for investment2016-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30Yes
Opinion of an independent qualified public accountant for this plan2016-11-30Disclaimer
Accountancy firm name2016-11-30SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN2016-11-30592922169
2015 : COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$0
Total income from all sources (including contributions)2015-11-30$251,211
Total loss/gain on sale of assets2015-11-30$0
Total of all expenses incurred2015-11-30$274,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$253,062
Expenses. Certain deemed distributions of participant loans2015-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-11-30$227,702
Value of total assets at end of year2015-11-30$2,798,067
Value of total assets at beginning of year2015-11-30$2,821,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$21,231
Total interest from all sources2015-11-30$2,343
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$93,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$93,072
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$250,000
If this is an individual account plan, was there a blackout period2015-11-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Contributions received from participants2015-11-30$70,797
Participant contributions at end of year2015-11-30$10,912
Participant contributions at beginning of year2015-11-30$23,826
Income. Received or receivable in cash from other sources (including rollovers)2015-11-30$1,678
Other income not declared elsewhere2015-11-30$0
Administrative expenses (other) incurred2015-11-30$21,231
Total non interest bearing cash at beginning of year2015-11-30$179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Value of net income/loss2015-11-30$-23,082
Value of net assets at end of year (total assets less liabilities)2015-11-30$2,798,067
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$2,821,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$2,508,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$2,748,446
Interest on participant loans2015-11-30$602
Interest earned on other investments2015-11-30$1,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-11-30$48,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-11-30$48,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-11-30$278,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-11-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-11-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-105,038
Net investment gain/loss from pooled separate accounts2015-11-30$33,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30No
Was there a failure to transmit to the plan any participant contributions2015-11-30No
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Contributions received in cash from employer2015-11-30$155,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$253,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-11-30Yes
Did the plan have assets held for investment2015-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30Yes
Opinion of an independent qualified public accountant for this plan2015-11-30Disclaimer
Accountancy firm name2015-11-30SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN2015-11-30592922169
2014 : COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$0
Total income from all sources (including contributions)2014-11-30$386,503
Total loss/gain on sale of assets2014-11-30$0
Total of all expenses incurred2014-11-30$466,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-30$390,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-30$235,531
Value of total assets at end of year2014-11-30$2,821,149
Value of total assets at beginning of year2014-11-30$2,901,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-30$75,757
Total interest from all sources2014-11-30$977
Total dividends received (eg from common stock, registered investment company shares)2014-11-30$102,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-11-30$102,564
Was this plan covered by a fidelity bond2014-11-30Yes
Value of fidelity bond cover2014-11-30$250,000
If this is an individual account plan, was there a blackout period2014-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
Were there any nonexempt tranactions with any party-in-interest2014-11-30No
Contributions received from participants2014-11-30$53,833
Participant contributions at end of year2014-11-30$23,826
Participant contributions at beginning of year2014-11-30$35,440
Administrative expenses (other) incurred2014-11-30$6,305
Total non interest bearing cash at end of year2014-11-30$179
Total non interest bearing cash at beginning of year2014-11-30$4,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Value of net income/loss2014-11-30$-80,067
Value of net assets at end of year (total assets less liabilities)2014-11-30$2,821,149
Value of net assets at beginning of year (total assets less liabilities)2014-11-30$2,901,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-30No
Were any leases to which the plan was party in default or uncollectible2014-11-30No
Investment advisory and management fees2014-11-30$69,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-30$2,748,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-11-30$2,828,236
Interest on participant loans2014-11-30$973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-11-30$48,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-11-30$33,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-11-30$33,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-11-30$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-30$47,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-30No
Was there a failure to transmit to the plan any participant contributions2014-11-30No
Has the plan failed to provide any benefit when due under the plan2014-11-30No
Contributions received in cash from employer2014-11-30$181,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-30$390,813
Did the plan have assets held for investment2014-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-30Yes
Opinion of an independent qualified public accountant for this plan2014-11-30Disclaimer
Accountancy firm name2014-11-30SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN2014-11-30592922169
2013 : COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$0
Total income from all sources (including contributions)2013-11-30$732,258
Total loss/gain on sale of assets2013-11-30$0
Total of all expenses incurred2013-11-30$343,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$276,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$223,454
Value of total assets at end of year2013-11-30$2,901,216
Value of total assets at beginning of year2013-11-30$2,512,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$66,592
Total interest from all sources2013-11-30$1,237
Total dividends received (eg from common stock, registered investment company shares)2013-11-30$56,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-11-30$56,797
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$250,000
If this is an individual account plan, was there a blackout period2013-11-30No
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Contributions received from participants2013-11-30$52,605
Participant contributions at end of year2013-11-30$35,440
Participant contributions at beginning of year2013-11-30$45,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-11-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-11-30$0
Liabilities. Value of operating payables at end of year2013-11-30$0
Liabilities. Value of operating payables at beginning of year2013-11-30$0
Total non interest bearing cash at end of year2013-11-30$4,074
Total non interest bearing cash at beginning of year2013-11-30$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$389,075
Value of net assets at end of year (total assets less liabilities)2013-11-30$2,901,216
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$2,512,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-11-30$2,828,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-11-30$2,427,174
Interest on participant loans2013-11-30$1,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-11-30$33,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-11-30$39,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-11-30$39,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-11-30$450,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30No
Was there a failure to transmit to the plan any participant contributions2013-11-30No
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Contributions received in cash from employer2013-11-30$170,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$276,591
Contract administrator fees2013-11-30$66,592
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30Yes
Opinion of an independent qualified public accountant for this plan2013-11-30Disclaimer
Accountancy firm name2013-11-30SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN2013-11-30592922169
2012 : COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$4,423
Total income from all sources (including contributions)2012-11-30$526,100
Total loss/gain on sale of assets2012-11-30$0
Total of all expenses incurred2012-11-30$234,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$173,178
Expenses. Certain deemed distributions of participant loans2012-11-30$810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$230,848
Value of total assets at end of year2012-11-30$2,512,141
Value of total assets at beginning of year2012-11-30$2,224,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$60,304
Total interest from all sources2012-11-30$1,223
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$62,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$250,000
If this is an individual account plan, was there a blackout period2012-11-30No
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Contributions received from participants2012-11-30$45,582
Participant contributions at end of year2012-11-30$45,889
Participant contributions at beginning of year2012-11-30$55,662
Participant contributions at beginning of year2012-11-30$0
Liabilities. Value of operating payables at end of year2012-11-30$0
Liabilities. Value of operating payables at beginning of year2012-11-30$4,423
Total non interest bearing cash at end of year2012-11-30$13
Total non interest bearing cash at beginning of year2012-11-30$20,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$291,808
Value of net assets at end of year (total assets less liabilities)2012-11-30$2,512,141
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$2,220,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$2,427,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-11-30$2,119,257
Income. Interest from loans (other than to participants)2012-11-30$1,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-11-30$39,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-11-30$28,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-11-30$28,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$231,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30No
Was there a failure to transmit to the plan any participant contributions2012-11-30No
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Contributions received in cash from employer2012-11-30$185,266
Employer contributions (assets) at beginning of year2012-11-30$0
Income. Dividends from preferred stock2012-11-30$62,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$173,178
Contract administrator fees2012-11-30$60,304
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30Yes
Opinion of an independent qualified public accountant for this plan2012-11-30Disclaimer
Accountancy firm name2012-11-30SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN2012-11-30592922169
2011 : COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$4,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$0
Total income from all sources (including contributions)2011-11-30$332,272
Total loss/gain on sale of assets2011-11-30$0
Total of all expenses incurred2011-11-30$178,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$129,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$247,318
Value of total assets at end of year2011-11-30$2,224,756
Value of total assets at beginning of year2011-11-30$2,066,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$48,926
Total interest from all sources2011-11-30$488
Total dividends received (eg from common stock, registered investment company shares)2011-11-30$49,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-11-30$49,594
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$250,000
If this is an individual account plan, was there a blackout period2011-11-30No
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Contributions received from participants2011-11-30$46,752
Participant contributions at end of year2011-11-30$55,662
Participant contributions at beginning of year2011-11-30$6,214
Participant contributions at end of year2011-11-30$0
Participant contributions at beginning of year2011-11-30$2,422
Liabilities. Value of operating payables at end of year2011-11-30$4,423
Liabilities. Value of operating payables at beginning of year2011-11-30$0
Total non interest bearing cash at end of year2011-11-30$20,945
Total non interest bearing cash at beginning of year2011-11-30$1,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$154,189
Value of net assets at end of year (total assets less liabilities)2011-11-30$2,220,333
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$2,066,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-11-30$2,119,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-11-30$2,031,572
Interest on participant loans2011-11-30$488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-11-30$28,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-11-30$15,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-11-30$15,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-11-30$34,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30No
Was there a failure to transmit to the plan any participant contributions2011-11-30No
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$200,566
Employer contributions (assets) at end of year2011-11-30$0
Employer contributions (assets) at beginning of year2011-11-30$8,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$129,157
Contract administrator fees2011-11-30$48,926
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30Yes
Opinion of an independent qualified public accountant for this plan2011-11-30Disclaimer
Accountancy firm name2011-11-30SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN2011-11-30592922169

Form 5500 Responses for COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN

2018: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingYes
2018-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan benefit arrangement – InsuranceYes
2017: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedYes
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan benefit arrangement – InsuranceYes
2015: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan benefit arrangement – InsuranceYes
2014: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan benefit arrangement – InsuranceYes
2013: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2010: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement - TrustYes
2009: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01First time form 5500 has been submittedYes
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: COMMUNITY ACTION PROGRAM COMMITTEE, INC. 403(B) PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059382E
Policy instance 1
Insurance contract or identification number059382E
Number of Individuals Covered164
Insurance policy start date2018-12-01
Insurance policy end date2019-07-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $892
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 Administration1
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 $0
Amount paid for insurance broker fees892
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059382E
Policy instance 1
Insurance contract or identification number059382E
Number of Individuals Covered220
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $984
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 Administration1
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059382E
Policy instance 1
Insurance contract or identification number059382E
Number of Individuals Covered225
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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

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