401k Plan data: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN plan

MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 401k Plan overview

Plan Name	MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN
Plan identification number	001

MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: MONTGOMERY COMMUNITY ACTION COMMITTEE INC.

Employer identification number (EIN): 636054097

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ALICE WEARY
001 2016-01-01 ALICE WEARY
001 2015-01-01 ALICE WEARY
001 2014-01-01 ALICE WEARY
001 2013-01-01 ALICE WEARY
001 2012-01-01 ALICE WEARY
001 2011-01-01 ALICE WEARY
001 2010-01-01 ALICE WEARY
001 2009-01-01 ALICE WEARY
001 2009-01-01 ALICE WEARY

Plan Statistics for MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN

401k plan membership statisitcs for MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN

Measure Date Value
2021: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 224
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 38
Total of all active and inactive participants 2021-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 262
Number of participants with account balances 2021-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 229
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 51
Total of all active and inactive participants 2020-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 280
Number of participants with account balances 2020-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 207
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 66
Total of all active and inactive participants 2019-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 273
Number of participants with account balances 2019-01-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 227
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 74
Total of all active and inactive participants 2018-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 301
Number of participants with account balances 2018-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 19
2017: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 247
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 54
Total of all active and inactive participants 2017-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 301
Number of participants with account balances 2017-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 378
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 296
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 88
Total of all active and inactive participants 2016-01-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 384
Number of participants with account balances 2016-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 17
2015: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 313
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 68
Total of all active and inactive participants 2015-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 381
Number of participants with account balances 2015-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 17
2014: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 306
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 57
Total of all active and inactive participants 2014-01-01 363
Total participants 2014-01-01 363
Number of participants with account balances 2014-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 279
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 60
Total of all active and inactive participants 2013-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 339
Number of participants with account balances 2013-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 19
2012: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 278
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 54
Total of all active and inactive participants 2012-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 332
Number of participants with account balances 2012-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 17
2011: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 276
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 47
Total of all active and inactive participants 2011-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 323
Number of participants with account balances 2011-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2010: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 246
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 69
Total of all active and inactive participants 2010-01-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 315
Number of participants with account balances 2010-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 21
2009: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 220
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 37
Total of all active and inactive participants 2009-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 257
Number of participants with account balances 2009-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 20

Measure	Date	Value
2021: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	224
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	38
Total of all active and inactive participants	2021-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	262
Number of participants with account balances	2021-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	229
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	51
Total of all active and inactive participants	2020-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	280
Number of participants with account balances	2020-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	207
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	66
Total of all active and inactive participants	2019-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	273
Number of participants with account balances	2019-01-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	227
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	74
Total of all active and inactive participants	2018-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	301
Number of participants with account balances	2018-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	19
2017: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	247
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	54
Total of all active and inactive participants	2017-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	301
Number of participants with account balances	2017-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	378
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	296
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	88
Total of all active and inactive participants	2016-01-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	384
Number of participants with account balances	2016-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	17
2015: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	313
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	68
Total of all active and inactive participants	2015-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	381
Number of participants with account balances	2015-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	17
2014: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	306
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	57
Total of all active and inactive participants	2014-01-01	363
Total participants	2014-01-01	363
Number of participants with account balances	2014-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	279
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	60
Total of all active and inactive participants	2013-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	339
Number of participants with account balances	2013-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	19
2012: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	278
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	54
Total of all active and inactive participants	2012-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	332
Number of participants with account balances	2012-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	17
2011: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	276
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	47
Total of all active and inactive participants	2011-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	323
Number of participants with account balances	2011-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2010: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	246
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	69
Total of all active and inactive participants	2010-01-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	315
Number of participants with account balances	2010-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	21
2009: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	220
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	37
Total of all active and inactive participants	2009-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	257
Number of participants with account balances	2009-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	20

Financial Data on MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN

Measure	Date	Value
2021 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$286,787
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$551,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$525,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$70,048
Value of total assets at end of year	2021-12-31	$3,778,048
Value of total assets at beginning of year	2021-12-31	$4,042,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,224
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$16,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$16,939
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$70,048
Administrative expenses (other) incurred	2021-12-31	$26,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-264,483
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,778,048
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,042,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$468,556
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$531,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$372,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$358,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$358,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,936,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,153,126
Net investment gain/loss from pooled separate accounts	2021-12-31	$199,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$525,046
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	No
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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAS PARTNERS LLC
Accountancy firm EIN	2021-12-31	208779390
2020 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$542,899
Total of all expenses incurred	2020-12-31	$749,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$721,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$404,563
Value of total assets at end of year	2020-12-31	$4,042,531
Value of total assets at beginning of year	2020-12-31	$4,249,446
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,882
Total interest from all sources	2020-12-31	$57,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$21,001
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$79,323
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,394
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	$-206,915
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,042,531
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,249,446
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
Value of interest in pooled separate accounts at end of year	2020-12-31	$531,184
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$428,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$358,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$301,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$301,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$57,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,153,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,519,963
Net investment gain/loss from pooled separate accounts	2020-12-31	$80,387
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	$323,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$721,932
Contract administrator fees	2020-12-31	$6,881
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	Disclaimer
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$518,371
Total of all expenses incurred	2019-12-31	$778,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$760,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$361,364
Value of total assets at end of year	2019-12-31	$4,249,446
Value of total assets at beginning of year	2019-12-31	$4,509,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,861
Total interest from all sources	2019-12-31	$72,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$9,531
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$75,641
Participant contributions at beginning of year	2019-12-31	$-56
Other income not declared elsewhere	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-260,537
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,249,446
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,509,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$428,103
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$470,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$301,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$315,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$315,537
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$72,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,519,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,723,291
Net investment gain/loss from pooled separate accounts	2019-12-31	$84,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$285,723
Employer contributions (assets) at beginning of year	2019-12-31	$352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$760,047
Contract administrator fees	2019-12-31	$9,330
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$411,140
Total of all expenses incurred	2018-12-31	$807,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$801,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$364,256
Value of total assets at end of year	2018-12-31	$4,509,983
Value of total assets at beginning of year	2018-12-31	$4,906,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,485
Total interest from all sources	2018-12-31	$80,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$74,660
Participant contributions at end of year	2018-12-31	$-56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-396,310
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,509,983
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,906,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$470,859
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$440,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$315,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$241,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$241,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$80,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,723,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,224,302
Net investment gain/loss from pooled separate accounts	2018-12-31	$-33,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$289,596
Employer contributions (assets) at end of year	2018-12-31	$352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$801,965
Contract administrator fees	2018-12-31	$5,485
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$506,182
Total of all expenses incurred	2017-12-31	$773,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$744,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$361,060
Value of total assets at end of year	2017-12-31	$4,906,293
Value of total assets at beginning of year	2017-12-31	$5,173,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$29,339
Total interest from all sources	2017-12-31	$88,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$16,110
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$103,683
Participant contributions at beginning of year	2017-12-31	$6,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-267,241
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,906,293
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,173,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$440,213
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$413,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$241,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$231,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$231,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$88,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,224,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,490,464
Net investment gain/loss from pooled separate accounts	2017-12-31	$56,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$257,377
Employer contributions (assets) at beginning of year	2017-12-31	$31,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$744,084
Contract administrator fees	2017-12-31	$13,229
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI LLP
Accountancy firm EIN	2017-12-31	390758449
2016 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$598,022
Total of all expenses incurred	2016-12-31	$747,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$720,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$450,075
Value of total assets at end of year	2016-12-31	$5,173,534
Value of total assets at beginning of year	2016-12-31	$5,322,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,459
Total interest from all sources	2016-12-31	$119,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$18,130
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$165,575
Participant contributions at end of year	2016-12-31	$6,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-149,074
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,173,534
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,322,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$413,367
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$349,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$231,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$253,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$253,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$119,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,490,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,691,252
Net investment gain/loss from pooled separate accounts	2016-12-31	$28,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$284,500
Employer contributions (assets) at end of year	2016-12-31	$31,990
Employer contributions (assets) at beginning of year	2016-12-31	$28,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$720,637
Contract administrator fees	2016-12-31	$8,329
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WIPFLI LLP
Accountancy firm EIN	2016-12-31	390758449
2015 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$614,228
Total of all expenses incurred	2015-12-31	$539,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$494,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$502,654
Value of total assets at end of year	2015-12-31	$5,322,608
Value of total assets at beginning of year	2015-12-31	$5,247,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$44,594
Total interest from all sources	2015-12-31	$124,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$77,136
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$289,218
Other income not declared elsewhere	2015-12-31	$-3,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$75,203
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,322,608
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,247,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$349,299
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$252,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$253,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$177,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$177,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$124,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,691,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,817,264
Net investment gain/loss from pooled separate accounts	2015-12-31	$-9,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$136,300
Employer contributions (assets) at end of year	2015-12-31	$28,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$494,431
Contract administrator fees	2015-12-31	$44,594
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WIPFLI LLP
Accountancy firm EIN	2015-12-31	390758449
2014 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$591,903
Total of all expenses incurred	2014-12-31	$707,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$666,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$455,791
Value of total assets at end of year	2014-12-31	$5,247,405
Value of total assets at beginning of year	2014-12-31	$5,363,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$41,490
Total interest from all sources	2014-12-31	$128,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$27,600
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$70,244
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$254,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-115,879
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,247,405
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,363,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$3,740
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$252,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$143,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$177,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$185,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$185,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$128,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,817,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,034,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$7,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$131,042
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$666,292
Contract administrator fees	2014-12-31	$10,150
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2014-12-31	721396621
2013 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$616,871
Total of all expenses incurred	2013-12-31	$499,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$459,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$458,343
Value of total assets at end of year	2013-12-31	$5,363,284
Value of total assets at beginning of year	2013-12-31	$5,245,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$39,372
Total interest from all sources	2013-12-31	$144,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$20,068
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$72,525
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$3,206
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$209,134
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$2,637
Other income not declared elsewhere	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$117,783
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,363,284
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,245,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$8,965
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$143,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$67,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$185,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$232,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$232,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$144,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,034,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,935,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$13,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$176,684
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$6,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$457,079
Contract administrator fees	2013-12-31	$10,339
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARR, RIGGS & INGRAM, LLP
Accountancy firm EIN	2013-12-31	721396621
2012 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$2,201
Total income from all sources (including contributions)	2012-12-31	$845,822
Total of all expenses incurred	2012-12-31	$552,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$519,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$714,817
Value of total assets at end of year	2012-12-31	$5,245,501
Value of total assets at beginning of year	2012-12-31	$4,954,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$33,159
Total interest from all sources	2012-12-31	$125,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$30,279
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$86,542
Participant contributions at end of year	2012-12-31	$3,206
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$409,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$293,364
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,245,501
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,952,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$67,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$89,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$232,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,447,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,447,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$125,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,935,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,416,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$218,440
Employer contributions (assets) at end of year	2012-12-31	$6,953
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$519,299
Contract administrator fees	2012-12-31	$2,880
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	2012-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$2,201
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARR, RIGGS & INGRAM, LLP
Accountancy firm EIN	2012-12-31	721396621
2011 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$796,099
Total of all expenses incurred	2011-12-31	$471,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$441,297
Value of total corrective distributions	2011-12-31	$2,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$763,557
Value of total assets at end of year	2011-12-31	$4,954,338
Value of total assets at beginning of year	2011-12-31	$4,627,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$27,824
Total interest from all sources	2011-12-31	$34,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$13,649
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$600,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$86,752
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$449,545
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$1,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$324,777
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,952,137
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,627,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$89,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$88,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,447,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,423,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,423,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$34,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,416,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,115,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$227,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$439,451
Contract administrator fees	2011-12-31	$14,175
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$2,201
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARR, RIGGS & INGRAM, LLP
Accountancy firm EIN	2011-12-31	721396621
2010 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$334
Total income from all sources (including contributions)	2010-12-31	$814,708
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$351,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$316,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$782,854
Value of total assets at end of year	2010-12-31	$4,627,360
Value of total assets at beginning of year	2010-12-31	$4,164,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$34,598
Total interest from all sources	2010-12-31	$53,604
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$21,250
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$600,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$88,068
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$463,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$10,348
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$463,333
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,627,360
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,164,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$88,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$61,865
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,423,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,432,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,432,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$53,604
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,115,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,670,322
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$-21,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$230,811
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$316,777
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$3,000
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$334
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARR, RIGGS & INGRAM, LLP
Accountancy firm EIN	2010-12-31	721396621
2009 : MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN

2021: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: MONTGOMERY COMMUNITY ACTION AGENCY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874897

Policy instance

Insurance contract or identification number	874897
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874897

Policy instance

Insurance contract or identification number	874897
Number of Individuals Covered	243
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $9,790
Total amount of fees paid to insurance company	USD $1,971
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $9,790
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	1971

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874897

Policy instance

Insurance contract or identification number	874897
Number of Individuals Covered	218
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $10,495
Total amount of fees paid to insurance company	USD $2,100
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $10,495
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	2100

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874897

Policy instance

Insurance contract or identification number	874897
Number of Individuals Covered	245
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,131
Total amount of fees paid to insurance company	USD $2,260
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $11,131
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	2260

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874897

Policy instance

Insurance contract or identification number	874897
Number of Individuals Covered	227
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,002
Total amount of fees paid to insurance company	USD $2,422
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,002
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	2422
Insurance broker name	MURFEE MEADOWS, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874897

Policy instance

Insurance contract or identification number	874897
Number of Individuals Covered	286
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $12,879
Total amount of fees paid to insurance company	USD $2,544
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,879
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	MURFEE MEADOWS, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874897

Policy instance

Insurance contract or identification number	874897
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $12,806
Total amount of fees paid to insurance company	USD $2,525
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,806
Additional information about fees paid to insurance broker	INVESTMENT ADVICE
Insurance broker organization code?	3
Amount paid for insurance broker fees	2525
Insurance broker name	MURFEE MEADOWS, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874897

Policy instance

Insurance contract or identification number	874897
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	3
Insurance broker name	MURFEE MEADOWS, INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

940307

Policy instance

Insurance contract or identification number	940307
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	3
Insurance broker name	ING FINANCIAL PARTNERS INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874897

Policy instance

Insurance contract or identification number	874897
Number of Individuals Covered	278
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $54,537
Total amount of fees paid to insurance company	USD $11,880
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $54,537
Insurance broker organization code?	3
Amount paid for insurance broker fees	11880
Insurance broker name	MURFEE MEADOWS, INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

940307

Policy instance

Insurance contract or identification number	940307
Number of Individuals Covered	292
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $15,648
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $854
Insurance broker organization code?	3
Insurance broker name	ING FINANCIAL PARTNERS INC

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

940307

Policy instance

Insurance contract or identification number	940307
Number of Individuals Covered	298
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $17,010
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

940307

Policy instance

Insurance contract or identification number	940307
Number of Individuals Covered	262
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $14,044
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $14,044
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MURFEE MEADOWS, INC

Potentially related plans

MONTGOMERY COMMUNITY TV, INC. EMPLOYEE BENEFIT PLAN MCTV, INC. [EIN = 521372897]

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Company Name:	MONTGOMERY COMMUNITY ACTION COMMITTEE INC.
Employer identification number (EIN):	636054097
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations