IM SULZBACHER CENTER FOR THE HOMELESS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IM SULZBACHER CENTER FOR THE HOMELESS
Measure | Date | Value |
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2020 : IM SULZBACHER CENTER FOR THE HOMELESS 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $702,903 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $65,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $46,961 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $363,145 |
Value of total assets at end of year | 2020-12-31 | $2,569,733 |
Value of total assets at beginning of year | 2020-12-31 | $1,932,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $18,934 |
Total interest from all sources | 2020-12-31 | $609 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $99,610 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $99,610 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $201,844 |
Participant contributions at end of year | 2020-12-31 | $29,661 |
Participant contributions at beginning of year | 2020-12-31 | $5,794 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $11,486 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $637,008 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,569,733 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,932,725 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $16,520 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,926,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,328,326 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $460,845 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $496,174 |
Interest on participant loans | 2020-12-31 | $609 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $152,258 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $102,431 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $193,141 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $46,398 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $149,815 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $46,961 |
Contract administrator fees | 2020-12-31 | $2,414 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Qualified |