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THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 401k Plan overview

Plan NameTHE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN
Plan identification number 001

THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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.

401k Sponsoring company profile

THE ARC OF ALACHUA COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF ALACHUA COUNTY, INC.
Employer identification number (EIN):591140179
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about THE ARC OF ALACHUA COUNTY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1966-01-19
Company Identification Number: 710221
Legal Registered Office Address: 3303 NW 83RD ST.

GAINESVILLE

32606

More information about THE ARC OF ALACHUA COUNTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01DANIELLE TOWERY MARK SWAIN2019-02-28
0012016-07-01DANIELLE TOWERY MARK SWAIN2018-02-26
0012015-07-01DANIELLE TOWERY STEVE DRAGO2017-02-15
0012014-07-01STEVE DRAGO
0012013-07-01RICHARD BRADLEY
0012012-07-01RICHARD BRADLEY
0012011-07-01RICHARD BRADLEY
0012010-07-01RICHARD BRADLEY
0012009-07-01RICHARD BRADLEY

Plan Statistics for THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN

401k plan membership statisitcs for THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN

Measure Date Value
2021: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01160
Total number of active participants reported on line 7a of the Form 55002021-07-01102
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0131
Total of all active and inactive participants2021-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01133
Number of participants with account balances2021-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01186
Total number of active participants reported on line 7a of the Form 55002020-07-01119
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0131
Total of all active and inactive participants2020-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01150
Number of participants with account balances2020-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01193
Total number of active participants reported on line 7a of the Form 55002019-07-01142
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0125
Total of all active and inactive participants2019-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01167
Number of participants with account balances2019-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01181
Total number of active participants reported on line 7a of the Form 55002018-07-01150
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0124
Total of all active and inactive participants2018-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01174
Number of participants with account balances2018-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01194
Total number of active participants reported on line 7a of the Form 55002017-07-01144
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0123
Total of all active and inactive participants2017-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01167
Number of participants with account balances2017-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01178
Total number of active participants reported on line 7a of the Form 55002016-07-01155
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0117
Total of all active and inactive participants2016-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01172
Number of participants with account balances2016-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01164
Total number of active participants reported on line 7a of the Form 55002015-07-01138
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0110
Total of all active and inactive participants2015-07-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01149
Number of participants with account balances2015-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01184
Total number of active participants reported on line 7a of the Form 55002014-07-01134
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0112
Total of all active and inactive participants2014-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01146
Number of participants with account balances2014-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01212
Total number of active participants reported on line 7a of the Form 55002013-07-01163
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-019
Total of all active and inactive participants2013-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01172
Number of participants with account balances2013-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01193
Total number of active participants reported on line 7a of the Form 55002012-07-01171
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0118
Total of all active and inactive participants2012-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01189
Number of participants with account balances2012-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01264
Total number of active participants reported on line 7a of the Form 55002011-07-01166
Number of retired or separated participants receiving benefits2011-07-0127
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01193
Number of participants with account balances2011-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-017
2010: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01313
Total number of active participants reported on line 7a of the Form 55002010-07-01195
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0169
Total of all active and inactive participants2010-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01264
Number of participants with account balances2010-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015
2009: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01328
Total number of active participants reported on line 7a of the Form 55002009-07-01243
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0170
Total of all active and inactive participants2009-07-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01313
Number of participants with account balances2009-07-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113

Financial Data on THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN

Measure Date Value
2022 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$0
Total income from all sources (including contributions)2022-06-30$-814
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$505,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$502,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$277,552
Value of total assets at end of year2022-06-30$1,735,768
Value of total assets at beginning of year2022-06-30$2,241,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$3,100
Total interest from all sources2022-06-30$3,198
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
Administrative expenses professional fees incurred2022-06-30$2,550
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$162,544
Participant contributions at end of year2022-06-30$58,676
Participant contributions at beginning of year2022-06-30$59,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-506,134
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,735,768
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,241,902
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$1,591,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,097,727
Interest on participant loans2022-06-30$3,085
Interest earned on other investments2022-06-30$113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$85,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$85,115
Net investment gain/loss from pooled separate accounts2022-06-30$-281,564
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$115,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$502,220
Contract administrator fees2022-06-30$550
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 name2022-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2022-06-30593320680
2021 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$681,356
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$294,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$291,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$264,071
Value of total assets at end of year2021-06-30$2,241,902
Value of total assets at beginning of year2021-06-30$1,854,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,512
Total interest from all sources2021-06-30$4,340
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$1,800
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
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$143,509
Participant contributions at end of year2021-06-30$59,060
Participant contributions at beginning of year2021-06-30$91,525
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$387,132
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,241,902
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,854,770
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,097,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,689,657
Interest on participant loans2021-06-30$4,007
Interest earned on other investments2021-06-30$333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$85,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$73,588
Net investment gain/loss from pooled separate accounts2021-06-30$412,945
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$120,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$291,712
Contract administrator fees2021-06-30$712
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 name2021-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2021-06-30593320680
2020 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$305,909
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$167,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$163,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$257,771
Value of total assets at end of year2020-06-30$1,854,770
Value of total assets at beginning of year2020-06-30$1,716,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,782
Total interest from all sources2020-06-30$6,032
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$3,000
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
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$140,128
Participant contributions at end of year2020-06-30$91,525
Participant contributions at beginning of year2020-06-30$77,009
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$138,185
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,854,770
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,716,585
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,689,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,579,020
Interest on participant loans2020-06-30$5,613
Interest earned on other investments2020-06-30$419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$73,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$60,556
Net investment gain/loss from pooled separate accounts2020-06-30$42,106
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$117,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$163,942
Contract administrator fees2020-06-30$782
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 name2020-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2020-06-30593320680
2019 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$305,140
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$212,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$208,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$230,794
Value of total assets at end of year2019-06-30$1,716,585
Value of total assets at beginning of year2019-06-30$1,624,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$3,816
Total interest from all sources2019-06-30$5,068
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$3,000
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
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$125,043
Participant contributions at end of year2019-06-30$77,009
Participant contributions at beginning of year2019-06-30$85,260
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$92,585
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,716,585
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,624,000
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$1,579,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,478,924
Interest on participant loans2019-06-30$4,747
Interest earned on other investments2019-06-30$321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$60,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$59,816
Net investment gain/loss from pooled separate accounts2019-06-30$69,278
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$105,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$208,739
Contract administrator fees2019-06-30$816
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 name2019-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2019-06-30593320680
2018 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$4,711
Total income from all sources (including contributions)2018-06-30$278,662
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$276,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$273,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$204,147
Value of total assets at end of year2018-06-30$1,624,000
Value of total assets at beginning of year2018-06-30$1,626,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,758
Total interest from all sources2018-06-30$4,001
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$1,950
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
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$111,259
Participant contributions at end of year2018-06-30$85,260
Participant contributions at beginning of year2018-06-30$80,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$4,711
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$2,483
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,624,000
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,621,517
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$1,478,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,484,241
Interest on participant loans2018-06-30$3,864
Interest earned on other investments2018-06-30$137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$59,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$61,144
Net investment gain/loss from pooled separate accounts2018-06-30$70,514
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$92,888
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$273,421
Contract administrator fees2018-06-30$808
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 name2018-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2018-06-30593320680
2017 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$4,711
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$372,431
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$479,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$476,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$212,877
Value of total assets at end of year2017-06-30$1,626,228
Value of total assets at beginning of year2017-06-30$1,728,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,796
Total interest from all sources2017-06-30$4,326
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$2,850
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
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$108,671
Participant contributions at end of year2017-06-30$80,419
Participant contributions at beginning of year2017-06-30$97,334
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$15,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$4,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-107,441
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,621,517
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,728,958
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$1,484,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,515,295
Interest on participant loans2017-06-30$4,272
Interest earned on other investments2017-06-30$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$61,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$115,336
Net investment gain/loss from pooled separate accounts2017-06-30$155,228
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$88,807
Employer contributions (assets) at end of year2017-06-30$424
Employer contributions (assets) at beginning of year2017-06-30$993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$476,076
Contract administrator fees2017-06-30$946
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 name2017-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2017-06-30593320680
2016 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$166,919
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$115,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$111,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$179,325
Value of total assets at end of year2016-06-30$1,728,958
Value of total assets at beginning of year2016-06-30$1,677,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,086
Total interest from all sources2016-06-30$4,244
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
Administrative expenses professional fees incurred2016-06-30$3,300
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
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$99,386
Participant contributions at end of year2016-06-30$97,334
Participant contributions at beginning of year2016-06-30$94,834
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$2,808
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$51,609
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,728,958
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,677,349
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$1,515,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,470,992
Interest on participant loans2016-06-30$4,186
Interest earned on other investments2016-06-30$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$115,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$107,377
Net investment gain/loss from pooled separate accounts2016-06-30$-16,650
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$79,939
Employer contributions (assets) at end of year2016-06-30$993
Employer contributions (assets) at beginning of year2016-06-30$1,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$111,224
Contract administrator fees2016-06-30$786
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 name2016-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2016-06-30593320680
2015 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$211,129
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$477,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$473,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$189,971
Value of total assets at end of year2015-06-30$1,677,349
Value of total assets at beginning of year2015-06-30$1,943,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,674
Total interest from all sources2015-06-30$3,175
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
Administrative expenses professional fees incurred2015-06-30$2,850
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
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$107,928
Participant contributions at end of year2015-06-30$94,834
Participant contributions at beginning of year2015-06-30$71,164
Total non interest bearing cash at end of year2015-06-30$2,808
Total non interest bearing cash at beginning of year2015-06-30$2,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-266,331
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,677,349
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,943,680
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$1,470,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,755,613
Interest on participant loans2015-06-30$3,119
Interest earned on other investments2015-06-30$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$107,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$112,780
Net investment gain/loss from pooled separate accounts2015-06-30$17,983
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
Assets. Invements in employer securities at end of year2015-06-30$0
Assets. Invements in employer securities at beginning of year2015-06-30$0
Contributions received in cash from employer2015-06-30$82,043
Employer contributions (assets) at end of year2015-06-30$1,338
Employer contributions (assets) at beginning of year2015-06-30$1,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$473,786
Contract administrator fees2015-06-30$824
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 name2015-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2015-06-30593320680
2014 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$430,132
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$219,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$216,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$217,309
Value of total assets at end of year2014-06-30$1,943,680
Value of total assets at beginning of year2014-06-30$1,733,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,586
Total interest from all sources2014-06-30$3,938
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$1,350
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
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$128,777
Participant contributions at end of year2014-06-30$71,164
Participant contributions at beginning of year2014-06-30$123,924
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$-101
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$2,808
Total non interest bearing cash at beginning of year2014-06-30$213
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$210,556
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,943,680
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,733,124
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$1,755,613
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$1,507,702
Interest on participant loans2014-06-30$3,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$112,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$99,658
Net investment gain/loss from pooled separate accounts2014-06-30$208,885
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$88,532
Employer contributions (assets) at end of year2014-06-30$1,315
Employer contributions (assets) at beginning of year2014-06-30$1,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$216,990
Contract administrator fees2014-06-30$1,236
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 name2014-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2014-06-30593320680
2013 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$337,732
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$407,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$400,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$208,443
Value of total assets at end of year2013-06-30$1,733,124
Value of total assets at beginning of year2013-06-30$1,803,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,950
Total interest from all sources2013-06-30$4,757
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
Administrative expenses professional fees incurred2013-06-30$5,700
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
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$124,670
Participant contributions at end of year2013-06-30$123,924
Participant contributions at beginning of year2013-06-30$113,314
Participant contributions at end of year2013-06-30$-101
Participant contributions at beginning of year2013-06-30$110
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$1,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$213
Total non interest bearing cash at beginning of year2013-06-30$969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-70,038
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,733,124
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,803,162
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
Value of interest in pooled separate accounts at end of year2013-06-30$1,507,702
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,601,830
Interest on participant loans2013-06-30$4,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$99,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$85,712
Net investment gain/loss from pooled separate accounts2013-06-30$124,532
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$82,445
Employer contributions (assets) at end of year2013-06-30$1,728
Employer contributions (assets) at beginning of year2013-06-30$1,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$400,820
Contract administrator fees2013-06-30$1,250
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 name2013-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2013-06-30593320680
2012 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$226,154
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$335,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$321,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$204,697
Value of total assets at end of year2012-06-30$1,803,162
Value of total assets at beginning of year2012-06-30$1,912,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$14,683
Total interest from all sources2012-06-30$6,502
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
Administrative expenses professional fees incurred2012-06-30$4,800
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
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$122,209
Participant contributions at end of year2012-06-30$113,314
Participant contributions at beginning of year2012-06-30$140,433
Participant contributions at end of year2012-06-30$110
Participant contributions at beginning of year2012-06-30$-331
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$969
Total non interest bearing cash at beginning of year2012-06-30$8,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-109,730
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,803,162
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,912,892
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
Value of interest in pooled separate accounts at end of year2012-06-30$1,601,830
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,617,896
Interest on participant loans2012-06-30$6,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$85,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$110,904
Net investment gain/loss from pooled separate accounts2012-06-30$14,955
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$82,488
Employer contributions (assets) at end of year2012-06-30$1,227
Employer contributions (assets) at beginning of year2012-06-30$35,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$321,201
Contract administrator fees2012-06-30$9,883
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 name2012-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2012-06-30593320680
2011 : THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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$14,278
Total income from all sources (including contributions)2011-06-30$521,053
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$202,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$181,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$235,234
Value of total assets at end of year2011-06-30$1,912,892
Value of total assets at beginning of year2011-06-30$1,608,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$20,214
Total interest from all sources2011-06-30$9,273
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
Administrative expenses professional fees incurred2011-06-30$1,450
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
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$129,707
Participant contributions at end of year2011-06-30$140,433
Participant contributions at beginning of year2011-06-30$128,011
Participant contributions at end of year2011-06-30$-331
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$9
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$14,278
Total non interest bearing cash at end of year2011-06-30$8,434
Total non interest bearing cash at beginning of year2011-06-30$34,308
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$318,900
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,912,892
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,593,992
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 registered invesment companies (eg mutual funds) at end of year2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,326,544
Value of interest in pooled separate accounts at end of year2011-06-30$1,617,896
Interest on participant loans2011-06-30$7,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$2,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$110,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$118,780
Net investment gain/loss from pooled separate accounts2011-06-30$276,546
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$105,518
Employer contributions (assets) at end of year2011-06-30$35,556
Employer contributions (assets) at beginning of year2011-06-30$80
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$181,939
Contract administrator fees2011-06-30$18,764
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 name2011-06-30REDDISH & WHITE, CPAS
Accountancy firm EIN2011-06-30593320680

Form 5500 Responses for THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS PLAN

2021: THE ARC OF ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 ALACHUA COUNTY, INC. DISCRETIONARY CONTRIBUTION AND SAVINGS 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 – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered115
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $9,994
Total amount of fees paid to insurance companyUSD $3,585
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,994
Insurance broker organization code?7
Amount paid for insurance broker fees1949
Additional information about fees paid to insurance brokerTPA FEES AND TPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered129
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $9,960
Total amount of fees paid to insurance companyUSD $2,837
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,960
Insurance broker organization code?7
Amount paid for insurance broker fees2837
Additional information about fees paid to insurance brokerTPA FEES AND TPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered133
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $7,690
Total amount of fees paid to insurance companyUSD $3,889
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,690
Insurance broker organization code?7
Amount paid for insurance broker fees3889
Additional information about fees paid to insurance brokerTPA FEES AND TPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered145
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $7,821
Total amount of fees paid to insurance companyUSD $3,825
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,821
Insurance broker organization code?7
Amount paid for insurance broker fees3825
Additional information about fees paid to insurance brokerTPA FEES AND TPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered131
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $7,936
Total amount of fees paid to insurance companyUSD $2,785
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered117
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $7,787
Total amount of fees paid to insurance companyUSD $6,937
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
Amount paid for insurance broker fees6937
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $3,902
Insurance broker nameJW COLE INSURANCE SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered114
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $8,392
Total amount of fees paid to insurance companyUSD $3,733
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 $8,392
Insurance broker organization code?7
Amount paid for insurance broker fees3733
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered126
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $7,989
Total amount of fees paid to insurance companyUSD $2,331
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 $7,989
Insurance broker organization code?7
Amount paid for insurance broker fees2331
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered136
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $7,655
Total amount of fees paid to insurance companyUSD $6,587
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 $7,655
Insurance broker organization code?7
Amount paid for insurance broker fees6587
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered142
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $8,203
Total amount of fees paid to insurance companyUSD $5,672
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62244
Policy instance 1
Insurance contract or identification number62244
Number of Individuals Covered177
Insurance policy start date2011-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $7,038
Total amount of fees paid to insurance companyUSD $2,310
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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