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POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NamePOINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN
Plan identification number 001

POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

POINTS OF LIGHT FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:POINTS OF LIGHT FOUNDATION
Employer identification number (EIN):650206641
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about POINTS OF LIGHT FOUNDATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2231066

More information about POINTS OF LIGHT FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT HERRERA2023-07-30
0012021-01-01ROBERT HERRERA2022-10-10
0012020-01-01ROBERT HERRERA2021-10-10
0012019-01-01ROBERT HERRERA2020-07-27
0012018-01-01ROBERT HERRERA2019-09-01
0012017-01-01
0012016-01-01
0012015-01-01MERIDITH RENTZ
0012014-01-01MONIQUE SAUNDERS PATRICK
0012013-01-01MONIQUE SAUNDERS PATRICK
0012012-01-01KRISTINA TECCE
0012011-01-01KRISTINA TECCE
0012009-01-01ANDREW CLEGG
0012009-01-01ANDREW CLEGG

Plan Statistics for POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN

401k plan membership statisitcs for POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN

Measure Date Value
2022: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-0160
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01151
Number of participants with account balances2022-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-0161
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0188
Total of all active and inactive participants2021-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01149
Number of participants with account balances2021-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01164
Total number of active participants reported on line 7a of the Form 55002020-01-0164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01158
Number of participants with account balances2020-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01176
Total number of active participants reported on line 7a of the Form 55002019-01-0167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0197
Total of all active and inactive participants2019-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01164
Number of participants with account balances2019-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01183
Total number of active participants reported on line 7a of the Form 55002018-01-0166
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01110
Total of all active and inactive participants2018-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01176
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01198
Total number of active participants reported on line 7a of the Form 55002017-01-0176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01107
Total of all active and inactive participants2017-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01183
Number of participants with account balances2017-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01302
Total number of active participants reported on line 7a of the Form 55002016-01-0189
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01198
Number of participants with account balances2016-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01297
Total number of active participants reported on line 7a of the Form 55002015-01-01214
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01302
Number of participants with account balances2015-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01311
Total number of active participants reported on line 7a of the Form 55002014-01-01220
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0177
Total of all active and inactive participants2014-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01297
Number of participants with account balances2014-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01198
Total number of active participants reported on line 7a of the Form 55002013-01-01232
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0179
Total of all active and inactive participants2013-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01311
Number of participants with account balances2013-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01206
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0179
Total of all active and inactive participants2012-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01198
Number of participants with account balances2012-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01209
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01206
Number of participants with account balances2011-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01187
Number of participants with account balances2009-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN

Measure Date Value
2022 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,811,419
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,275,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,220,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$796,721
Value of total assets at end of year2022-12-31$11,184,861
Value of total assets at beginning of year2022-12-31$14,271,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,329
Total interest from all sources2022-12-31$8,081
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$368,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$368,539
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$544,443
Participant contributions at end of year2022-12-31$3,062
Participant contributions at beginning of year2022-12-31$907
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$56,643
Total non interest bearing cash at end of year2022-12-31$5
Total non interest bearing cash at beginning of year2022-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,087,105
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,184,861
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,271,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,819,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,915,690
Interest on participant loans2022-12-31$94
Interest earned on other investments2022-12-31$7,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$362,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$355,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,984,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$195,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,220,357
Contract administrator fees2022-12-31$55,329
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
2021 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,943,003
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,012,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$956,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$892,912
Value of total assets at end of year2021-12-31$14,271,966
Value of total assets at beginning of year2021-12-31$12,341,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,610
Total interest from all sources2021-12-31$8,345
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$936,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$936,085
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$554,170
Participant contributions at end of year2021-12-31$907
Participant contributions at beginning of year2021-12-31$25,844
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$160,177
Total non interest bearing cash at end of year2021-12-31$5
Total non interest bearing cash at beginning of year2021-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,930,107
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,271,966
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,341,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,915,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,963,988
Interest on participant loans2021-12-31$522
Interest earned on other investments2021-12-31$7,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$355,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$352,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,105,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$178,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$956,286
Contract administrator fees2021-12-31$56,610
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,130,634
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$696,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$651,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$740,673
Value of total assets at end of year2020-12-31$12,341,859
Value of total assets at beginning of year2020-12-31$9,908,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,310
Total interest from all sources2020-12-31$9,366
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$462,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$462,387
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$548,537
Participant contributions at end of year2020-12-31$25,844
Participant contributions at beginning of year2020-12-31$32,338
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,456
Total non interest bearing cash at end of year2020-12-31$4
Total non interest bearing cash at beginning of year2020-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,433,647
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,341,859
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,908,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,963,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,651,457
Interest on participant loans2020-12-31$2,310
Interest earned on other investments2020-12-31$7,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$352,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$224,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,918,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$184,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$651,677
Contract administrator fees2020-12-31$45,310
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$302,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,920,322
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,480,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,433,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$770,831
Value of total assets at end of year2019-12-31$9,908,212
Value of total assets at beginning of year2019-12-31$8,770,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,131
Total interest from all sources2019-12-31$8,373
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$446,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$446,946
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$521,249
Participant contributions at end of year2019-12-31$32,338
Participant contributions at beginning of year2019-12-31$51,855
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$98,479
Total non interest bearing cash at end of year2019-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,439,744
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,908,212
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,770,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,651,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,483,284
Interest on participant loans2019-12-31$2,327
Interest earned on other investments2019-12-31$6,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$224,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$235,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,694,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$151,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,433,447
Contract administrator fees2019-12-31$47,131
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
2018 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$271,570
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$661,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$614,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$785,722
Value of total assets at end of year2018-12-31$8,770,650
Value of total assets at beginning of year2018-12-31$9,160,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,988
Total interest from all sources2018-12-31$6,675
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$502,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$502,740
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$600,800
Participant contributions at end of year2018-12-31$51,855
Participant contributions at beginning of year2018-12-31$8,535
Total non interest bearing cash at beginning of year2018-12-31$217,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-390,249
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,770,650
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,160,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,483,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,780,048
Interest on participant loans2018-12-31$2,693
Interest earned on other investments2018-12-31$3,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$235,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$155,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,023,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$184,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$614,831
Contract administrator fees2018-12-31$46,988
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARREN AVERETT
Accountancy firm EIN2018-12-31454084437
2017 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,484,649
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,033,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$992,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$988,664
Value of total assets at end of year2017-12-31$9,160,899
Value of total assets at beginning of year2017-12-31$7,710,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,589
Total interest from all sources2017-12-31$4,995
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$341,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$341,781
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$577,901
Participant contributions at end of year2017-12-31$8,535
Participant contributions at beginning of year2017-12-31$28,545
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$217,203
Total non interest bearing cash at end of year2017-12-31$217,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,450,887
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,160,899
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,710,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,780,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,541,263
Interest on participant loans2017-12-31$1,643
Interest earned on other investments2017-12-31$3,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$155,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$140,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,149,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$193,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$992,173
Contract administrator fees2017-12-31$41,589
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARREN AVERETT
Accountancy firm EIN2017-12-31454084437
2016 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,638,097
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,365,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,325,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,030,379
Value of total assets at end of year2016-12-31$7,710,012
Value of total assets at beginning of year2016-12-31$7,437,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,875
Total interest from all sources2016-12-31$3,803
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$252,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$252,941
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$763,278
Participant contributions at end of year2016-12-31$28,545
Participant contributions at beginning of year2016-12-31$62,090
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$272,801
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,710,012
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,437,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,541,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,299,048
Interest on participant loans2016-12-31$2,376
Interest earned on other investments2016-12-31$1,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$76,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$76,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$140,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$350,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$244,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,325,421
Contract administrator fees2016-12-31$39,875
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARREN AVERETT
Accountancy firm EIN2016-12-31454084437
2015 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$978,310
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$666,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$626,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,074,200
Value of total assets at end of year2015-12-31$7,437,211
Value of total assets at beginning of year2015-12-31$7,125,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,894
Total interest from all sources2015-12-31$2,732
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$314,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$314,663
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$775,912
Participant contributions at end of year2015-12-31$62,090
Participant contributions at beginning of year2015-12-31$59,948
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$71,773
Total non interest bearing cash at beginning of year2015-12-31$2,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$311,849
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,437,211
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,125,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,299,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,885,633
Interest on participant loans2015-12-31$2,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$76,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$177,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$177,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-413,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$226,515
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$626,567
Contract administrator fees2015-12-31$39,894
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,488,896
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$965,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$924,658
Expenses. Certain deemed distributions of participant loans2014-12-31$6,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$906,027
Value of total assets at end of year2014-12-31$7,125,362
Value of total assets at beginning of year2014-12-31$6,602,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,795
Total interest from all sources2014-12-31$4,137
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$338,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$338,682
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$648,513
Participant contributions at end of year2014-12-31$59,948
Participant contributions at beginning of year2014-12-31$28,052
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$21,316
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,494
Total non interest bearing cash at end of year2014-12-31$2,272
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$523,145
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,125,362
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,602,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,885,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,397,520
Interest on participant loans2014-12-31$4,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$177,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$147,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$147,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$240,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$255,020
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$7,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$924,658
Contract administrator fees2014-12-31$34,795
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,060,007
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$848,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$812,464
Expenses. Certain deemed distributions of participant loans2013-12-31$27,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$813,759
Value of total assets at end of year2013-12-31$6,602,217
Value of total assets at beginning of year2013-12-31$5,390,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,496
Total interest from all sources2013-12-31$1,883
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$175,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$175,753
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$588,353
Participant contributions at end of year2013-12-31$28,052
Participant contributions at beginning of year2013-12-31$64,964
Participant contributions at end of year2013-12-31$21,316
Participant contributions at beginning of year2013-12-31$17,168
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,211,535
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,602,217
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,390,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,397,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,112,770
Interest on participant loans2013-12-31$1,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$147,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$188,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$188,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,068,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$224,476
Employer contributions (assets) at end of year2013-12-31$7,730
Employer contributions (assets) at beginning of year2013-12-31$7,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$812,464
Contract administrator fees2013-12-31$8,496
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,510,331
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$899,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$879,672
Expenses. Certain deemed distributions of participant loans2012-12-31$8,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$791,265
Value of total assets at end of year2012-12-31$5,390,682
Value of total assets at beginning of year2012-12-31$4,780,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,901
Total interest from all sources2012-12-31$2,696
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$127,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$127,700
Administrative expenses professional fees incurred2012-12-31$10,876
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$570,624
Participant contributions at end of year2012-12-31$64,964
Participant contributions at beginning of year2012-12-31$54,229
Participant contributions at end of year2012-12-31$17,168
Participant contributions at beginning of year2012-12-31$63,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$610,556
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,390,682
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,780,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,112,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,421,663
Interest on participant loans2012-12-31$2,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$188,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$216,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$216,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$588,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$220,641
Employer contributions (assets) at end of year2012-12-31$7,391
Employer contributions (assets) at beginning of year2012-12-31$24,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$879,672
Contract administrator fees2012-12-31$1,025
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$640,150
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$378,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$342,955
Expenses. Certain deemed distributions of participant loans2011-12-31$2,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$891,377
Value of total assets at end of year2011-12-31$4,780,126
Value of total assets at beginning of year2011-12-31$4,518,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,300
Total interest from all sources2011-12-31$1,731
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$83,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$83,846
Administrative expenses professional fees incurred2011-12-31$30,990
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$585,640
Participant contributions at end of year2011-12-31$54,229
Participant contributions at beginning of year2011-12-31$44,563
Participant contributions at end of year2011-12-31$63,391
Participant contributions at beginning of year2011-12-31$65,075
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$116,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$261,947
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,780,126
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,518,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,421,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,037,397
Interest on participant loans2011-12-31$1,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$216,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$371,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$371,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-336,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$189,464
Employer contributions (assets) at end of year2011-12-31$24,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$342,955
Contract administrator fees2011-12-31$1,310
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$0
Total income from all sources (including contributions)2010-12-31$1,130,916
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$357,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$321,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$675,742
Value of total assets at end of year2010-12-31$4,518,179
Value of total assets at beginning of year2010-12-31$3,745,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36,699
Total interest from all sources2010-12-31$944
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$56,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$56,599
Administrative expenses professional fees incurred2010-12-31$36,699
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$450,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$500,977
Participant contributions at end of year2010-12-31$44,563
Participant contributions at beginning of year2010-12-31$15,148
Participant contributions at end of year2010-12-31$65,075
Participant contributions at beginning of year2010-12-31$36,452
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$773,169
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,518,179
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,745,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,037,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,261,321
Interest on participant loans2010-12-31$944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$371,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$418,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$418,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$397,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$166,971
Employer contributions (assets) at beginning of year2010-12-31$13,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$321,048
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THRONTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN

2022: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number803873
Policy instance 1
Insurance contract or identification number803873
Number of Individuals Covered151
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number803873
Policy instance 1
Insurance contract or identification number803873
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number803873
Policy instance 1
Insurance contract or identification number803873
Number of Individuals Covered158
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number803873
Policy instance 1
Insurance contract or identification number803873
Number of Individuals Covered164
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number803873
Policy instance 1
Insurance contract or identification number803873
Number of Individuals Covered183
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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