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CLAY COUNTY 401k Plan overview

Plan NameCLAY COUNTY
Plan identification number 001

CLAY COUNTY 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CLAY COUNTY COUNCIL ON AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLAY COUNTY COUNCIL ON AGING, INC.
Employer identification number (EIN):591557913
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CLAY COUNTY COUNCIL ON AGING, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1974-05-02
Company Identification Number: 729535
Legal Registered Office Address: 611 Custer Circle

Orange Park

32073

More information about CLAY COUNTY COUNCIL ON AGING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLAY COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01BECKY KNOWLES
0012016-01-01REBECCA KNOWLES2017-07-25
0012015-01-01ANDREW DECANDIS2016-05-11
0012014-01-01REBECCA KNOWLES2015-07-21
0012013-01-01REBECCA KNOWLES2014-07-30
0012012-01-01ALBERT RIZER2013-08-16
0012011-01-01ALBERT RIZER2012-10-02 ALBERT RIZER2012-10-02
0012010-01-01ALBERT RIZER2011-10-05

Plan Statistics for CLAY COUNTY

401k plan membership statisitcs for CLAY COUNTY

Measure Date Value
2018: CLAY COUNTY 2018 401k membership
Total participants, beginning-of-year2018-01-01140
Total number of active participants reported on line 7a of the Form 55002018-01-0191
Number of retired or separated participants receiving benefits2018-01-0133
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01155
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: CLAY COUNTY 2017 401k membership
Total participants, beginning-of-year2017-01-01123
Total number of active participants reported on line 7a of the Form 55002017-01-0187
Number of retired or separated participants receiving benefits2017-01-0125
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019

Financial Data on CLAY COUNTY

Measure Date Value
2018 : CLAY COUNTY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$88,672
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$139,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$135,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$127,738
Value of total assets at end of year2018-12-31$591,242
Value of total assets at beginning of year2018-12-31$642,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,322
Total interest from all sources2018-12-31$363
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$35,479
Participant contributions at end of year2018-12-31$11,153
Participant contributions at beginning of year2018-12-31$13,169
Participant contributions at end of year2018-12-31$1,522
Participant contributions at beginning of year2018-12-31$4,137
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-51,171
Value of net assets at end of year (total assets less liabilities)2018-12-31$591,242
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$642,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$331,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$369,017
Income. Interest from loans (other than to participants)2018-12-31$415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$225,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$241,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-39,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$59,216
Employer contributions (assets) at end of year2018-12-31$4,015
Employer contributions (assets) at beginning of year2018-12-31$6,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$135,521
Contract administrator fees2018-12-31$4,322
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAS PARTNERS
Accountancy firm EIN2018-12-31208779390
2017 : CLAY COUNTY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$179,072
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$45,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,521
Expenses. Certain deemed distributions of participant loans2017-12-31$5,120
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$125,701
Value of total assets at end of year2017-12-31$642,413
Value of total assets at beginning of year2017-12-31$509,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,137
Total interest from all sources2017-12-31$580
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$33,117
Participant contributions at end of year2017-12-31$13,169
Participant contributions at beginning of year2017-12-31$18,236
Participant contributions at end of year2017-12-31$4,137
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$133,294
Value of net assets at end of year (total assets less liabilities)2017-12-31$642,413
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$509,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$369,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$248,085
Interest on participant loans2017-12-31$634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$241,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$237,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$52,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$63,333
Employer contributions (assets) at end of year2017-12-31$6,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,521
Contract administrator fees2017-12-31$4,137
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAS PARTNERS
Accountancy firm EIN2017-12-31208779390

Form 5500 Responses for CLAY COUNTY

2018: CLAY COUNTY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLAY COUNTY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-CQ0K
Policy instance 1
Insurance contract or identification numberGAP-B2-CQ0K
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-CQ0K
Policy instance 1
Insurance contract or identification numberGAP-B2-CQ0K
Number of Individuals Covered123
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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