Logo

CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 401k Plan overview

Plan NameCARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN
Plan identification number 001

CARE INITIATIVES 403 (B) GROUP 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

CARE INITIATIVES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARE INITIATIVES, INC.
Employer identification number (EIN):760262402
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CARE INITIATIVES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1988-05-19
Company Identification Number: 0107761101
Legal Registered Office Address: 522 WINDSOR GLEN DR

KATY
United States of America (USA)
77450

More information about CARE INITIATIVES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID DIXON
0012016-01-01DAVID DIXON
0012015-01-01DAVID DIXON
0012014-01-01STEPHEN MARLOW
0012013-01-01STEPHEN MARLOW
0012012-01-01STEPHEN V MARLOW
0012011-01-01STEPHEN V MARLOW
0012010-01-01MICHAEL MCDANIEL
0012009-01-01MICHAEL MCDANIEL

Plan Statistics for CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN

401k plan membership statisitcs for CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN

Measure Date Value
2023: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,910
Total number of active participants reported on line 7a of the Form 55002023-01-012,637
Number of retired or separated participants receiving benefits2023-01-0113
Number of other retired or separated participants entitled to future benefits2023-01-01224
Total of all active and inactive participants2023-01-012,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-012,876
Number of participants with account balances2023-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,000
Total number of active participants reported on line 7a of the Form 55002022-01-012,633
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01260
Total of all active and inactive participants2022-01-012,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-012,910
Number of participants with account balances2022-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,060
Total number of active participants reported on line 7a of the Form 55002021-01-012,775
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01209
Total of all active and inactive participants2021-01-012,997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-013,000
Number of participants with account balances2021-01-01832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,285
Total number of active participants reported on line 7a of the Form 55002020-01-012,867
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01187
Total of all active and inactive participants2020-01-013,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-013,060
Number of participants with account balances2020-01-01798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,093
Total number of active participants reported on line 7a of the Form 55002019-01-013,102
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01168
Total of all active and inactive participants2019-01-013,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-013,285
Number of participants with account balances2019-01-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,303
Total number of active participants reported on line 7a of the Form 55002018-01-012,902
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01181
Total of all active and inactive participants2018-01-013,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-013,093
Number of participants with account balances2018-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,256
Total number of active participants reported on line 7a of the Form 55002017-01-013,091
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-01172
Total of all active and inactive participants2017-01-013,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-013,273
Number of participants with account balances2017-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,181
Total number of active participants reported on line 7a of the Form 55002016-01-013,079
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01166
Total of all active and inactive participants2016-01-013,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-013,256
Number of participants with account balances2016-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,111
Total number of active participants reported on line 7a of the Form 55002015-01-013,018
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01155
Total of all active and inactive participants2015-01-013,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-013,181
Number of participants with account balances2015-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,170
Total number of active participants reported on line 7a of the Form 55002014-01-012,959
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01145
Total of all active and inactive participants2014-01-013,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-013,111
Number of participants with account balances2014-01-01833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,152
Total number of active participants reported on line 7a of the Form 55002013-01-013,019
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01143
Total of all active and inactive participants2013-01-013,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013,170
Number of participants with account balances2013-01-01880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,085
Total number of active participants reported on line 7a of the Form 55002012-01-012,967
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01184
Total of all active and inactive participants2012-01-013,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,152
Number of participants with account balances2012-01-01894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,205
Total number of active participants reported on line 7a of the Form 55002011-01-012,905
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01179
Total of all active and inactive participants2011-01-013,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,085
Number of participants with account balances2011-01-01878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,246
Total number of active participants reported on line 7a of the Form 55002010-01-013,027
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01176
Total of all active and inactive participants2010-01-013,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-013,205
Number of participants with account balances2010-01-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,175
Total number of active participants reported on line 7a of the Form 55002009-01-013,038
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01207
Total of all active and inactive participants2009-01-013,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,246
Number of participants with account balances2009-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN

Measure Date Value
2023 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$8,218,432
Total of all expenses incurred2023-12-31$6,306,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,233,253
Value of total corrective distributions2023-12-31$7,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,113,333
Value of total assets at end of year2023-12-31$31,519,952
Value of total assets at beginning of year2023-12-31$29,608,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$66,304
Total interest from all sources2023-12-31$110
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$656,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$656,165
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,555,078
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$558,255
Total non interest bearing cash at end of year2023-12-31$9,317
Total non interest bearing cash at beginning of year2023-12-31$2,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,911,474
Value of net assets at end of year (total assets less liabilities)2023-12-31$31,519,952
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$29,608,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$31,506,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$29,597,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$4,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$3,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$3,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,448,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$4,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,233,253
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31420714325
2022 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,468,245
Total of all expenses incurred2022-12-31$5,316,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,219,035
Value of total corrective distributions2022-12-31$12,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,008,069
Value of total assets at end of year2022-12-31$29,608,478
Value of total assets at beginning of year2022-12-31$38,393,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,404
Total interest from all sources2022-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$468,133
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$468,133
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$2,613,550
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$171,736
Administrative expenses (other) incurred2022-12-31$85,404
Total non interest bearing cash at end of year2022-12-31$2,698
Total non interest bearing cash at beginning of year2022-12-31$2,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,784,790
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,608,478
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,393,268
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$29,597,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,379,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,944,459
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$222,783
Employer contributions (assets) at end of year2022-12-31$4,695
Employer contributions (assets) at beginning of year2022-12-31$8,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,219,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,014,863
Total of all expenses incurred2021-12-31$7,591,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,503,514
Value of total corrective distributions2021-12-31$8,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,141,919
Value of total assets at end of year2021-12-31$38,393,268
Value of total assets at beginning of year2021-12-31$37,969,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$79,691
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$638,108
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$638,108
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$2,309,556
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$425,915
Administrative expenses (other) incurred2021-12-31$79,691
Total non interest bearing cash at end of year2021-12-31$2,698
Total non interest bearing cash at beginning of year2021-12-31$2,698
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$423,634
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,393,268
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,969,634
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$38,379,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,963,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,234,836
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$406,448
Employer contributions (assets) at end of year2021-12-31$8,135
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,503,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,961,286
Total of all expenses incurred2020-12-31$4,575,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,486,674
Value of total corrective distributions2020-12-31$12,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,540,193
Value of total assets at end of year2020-12-31$37,969,634
Value of total assets at beginning of year2020-12-31$35,583,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$76,271
Total interest from all sources2020-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$579,146
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$579,146
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$2,145,844
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,304
Administrative expenses (other) incurred2020-12-31$76,271
Total non interest bearing cash at end of year2020-12-31$2,698
Total non interest bearing cash at beginning of year2020-12-31$2,698
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$2,385,900
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,969,634
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,583,734
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$37,963,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,578,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,841,944
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$376,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,486,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$8,748,430
Total of all expenses incurred2019-12-31$2,542,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,468,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,138,255
Value of total assets at end of year2019-12-31$35,583,734
Value of total assets at beginning of year2019-12-31$29,377,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,814
Total interest from all sources2019-12-31$17
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$685,792
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$685,792
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$1,852,904
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$122,728
Administrative expenses (other) incurred2019-12-31$73,814
Total non interest bearing cash at end of year2019-12-31$2,698
Total non interest bearing cash at beginning of year2019-12-31$2,698
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$6,206,164
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,583,734
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,377,570
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$35,578,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,371,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,924,366
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$162,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,468,452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$135,483
Total of all expenses incurred2018-12-31$3,454,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,333,096
Value of total corrective distributions2018-12-31$41,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,963,891
Value of total assets at end of year2018-12-31$29,377,570
Value of total assets at beginning of year2018-12-31$32,696,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$79,963
Total interest from all sources2018-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$640,683
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$640,683
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$1,836,243
Participant contributions at beginning of year2018-12-31$1,463
Participant contributions at beginning of year2018-12-31$63,691
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$72,955
Administrative expenses (other) incurred2018-12-31$79,963
Total non interest bearing cash at end of year2018-12-31$2,698
Total non interest bearing cash at beginning of year2018-12-31$2,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,319,174
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,377,570
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,696,744
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$29,371,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,626,320
Interest on participant loans2018-12-31$15
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,469,115
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$54,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,333,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,736,310
Total of all expenses incurred2017-12-31$2,979,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,921,793
Value of total corrective distributions2017-12-31$38,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,535,507
Value of total assets at end of year2017-12-31$32,696,744
Value of total assets at beginning of year2017-12-31$28,940,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,030
Total interest from all sources2017-12-31$122
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$588,313
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$588,313
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$1,961,168
Participant contributions at end of year2017-12-31$1,463
Participant contributions at beginning of year2017-12-31$4,494
Participant contributions at end of year2017-12-31$63,691
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$337,176
Administrative expenses (other) incurred2017-12-31$19,030
Total non interest bearing cash at end of year2017-12-31$2,306
Total non interest bearing cash at beginning of year2017-12-31$2,306
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$3,756,579
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,696,744
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,940,165
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$32,626,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,914,191
Interest on participant loans2017-12-31$122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,612,368
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$237,163
Employer contributions (assets) at beginning of year2017-12-31$16,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,921,793
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,082,156
Total of all expenses incurred2016-12-31$3,413,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,346,413
Value of total corrective distributions2016-12-31$28,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,415,929
Value of total assets at end of year2016-12-31$28,940,165
Value of total assets at beginning of year2016-12-31$27,271,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,982
Total interest from all sources2016-12-31$255
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$502,541
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$502,541
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$1,875,466
Participant contributions at end of year2016-12-31$4,494
Participant contributions at beginning of year2016-12-31$7,530
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$180,964
Administrative expenses (other) incurred2016-12-31$37,982
Total non interest bearing cash at end of year2016-12-31$2,306
Total non interest bearing cash at beginning of year2016-12-31$21,103
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$1,669,137
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,940,165
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,271,028
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$28,914,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,222,674
Interest on participant loans2016-12-31$255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,163,431
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$359,499
Employer contributions (assets) at end of year2016-12-31$16,278
Employer contributions (assets) at beginning of year2016-12-31$16,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,346,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,646,825
Total of all expenses incurred2015-12-31$2,206,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,171,087
Value of total corrective distributions2015-12-31$30,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,326,367
Value of total assets at end of year2015-12-31$27,271,028
Value of total assets at beginning of year2015-12-31$26,831,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,801
Total interest from all sources2015-12-31$426
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$541,215
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$541,215
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$1,889,728
Participant contributions at end of year2015-12-31$7,530
Participant contributions at beginning of year2015-12-31$14,120
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$62,413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5
Administrative expenses (other) incurred2015-12-31$4,801
Total non interest bearing cash at end of year2015-12-31$21,103
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$439,986
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,271,028
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,831,042
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$27,222,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,816,892
Interest on participant loans2015-12-31$426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-221,183
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$374,226
Employer contributions (assets) at end of year2015-12-31$16,825
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$2,171,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,510,152
Total of all expenses incurred2014-12-31$2,917,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,917,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,192,924
Value of total assets at end of year2014-12-31$26,831,042
Value of total assets at beginning of year2014-12-31$25,238,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$300
Total interest from all sources2014-12-31$1,031
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$508,650
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$508,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$1,779,210
Participant contributions at end of year2014-12-31$14,120
Participant contributions at beginning of year2014-12-31$35,120
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$62,079
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$29
Administrative expenses (other) incurred2014-12-31$300
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$1,592,668
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,831,042
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,238,374
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$26,816,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,203,200
Interest on participant loans2014-12-31$1,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$25
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,807,547
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$351,635
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,917,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,485,674
Total of all expenses incurred2013-12-31$2,858,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,821,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,229,611
Value of total assets at end of year2013-12-31$25,238,374
Value of total assets at beginning of year2013-12-31$21,611,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,680
Total interest from all sources2013-12-31$2,168
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$375,133
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$375,133
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$1,824,246
Participant contributions at end of year2013-12-31$35,120
Participant contributions at beginning of year2013-12-31$71,246
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$12,273
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$93,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$29
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,428
Administrative expenses (other) incurred2013-12-31$37,680
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$2,506
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$3,626,906
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,238,374
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,611,468
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$25,203,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,517,984
Interest on participant loans2013-12-31$2,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,878,762
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$311,572
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,821,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : CARE INITIATIVES 403 (B) GROUP 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$4,582,235
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,508,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,439,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,044,533
Value of total assets at end of year2012-12-31$21,611,468
Value of total assets at beginning of year2012-12-31$19,537,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$68,639
Total interest from all sources2012-12-31$4,888
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$368,280
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$368,280
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$1,729,402
Participant contributions at end of year2012-12-31$71,246
Participant contributions at beginning of year2012-12-31$133,744
Participant contributions at end of year2012-12-31$12,273
Participant contributions at beginning of year2012-12-31$61,300
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,487
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$89,062
Other income not declared elsewhere2012-12-31$10,641
Administrative expenses (other) incurred2012-12-31$68,639
Total non interest bearing cash at end of year2012-12-31$2,506
Total non interest bearing cash at beginning of year2012-12-31$129
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$2,074,176
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,611,468
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,537,292
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$21,517,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,224,930
Interest on participant loans2012-12-31$4,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,153,893
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$275,644
Employer contributions (assets) at end of year2012-12-31$1,031
Employer contributions (assets) at beginning of year2012-12-31$28,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,439,420
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : CARE INITIATIVES 403 (B) GROUP 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$2,028,066
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,818,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,757,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,180,453
Value of total assets at end of year2011-12-31$19,537,292
Value of total assets at beginning of year2011-12-31$19,327,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$60,921
Total interest from all sources2011-12-31$7,703
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$381,443
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$381,443
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$1,687,540
Participant contributions at end of year2011-12-31$133,744
Participant contributions at beginning of year2011-12-31$221,128
Participant contributions at end of year2011-12-31$61,300
Participant contributions at beginning of year2011-12-31$12,753
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$213,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$89,062
Administrative expenses (other) incurred2011-12-31$60,921
Total non interest bearing cash at end of year2011-12-31$129
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$209,681
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,537,292
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,327,611
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$19,224,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,083,508
Interest on participant loans2011-12-31$7,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-541,533
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$279,179
Employer contributions (assets) at end of year2011-12-31$28,127
Employer contributions (assets) at beginning of year2011-12-31$10,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,757,464
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : CARE INITIATIVES 403 (B) GROUP 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$4,147,917
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,066,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,993,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,793,396
Value of total assets at end of year2010-12-31$19,327,611
Value of total assets at beginning of year2010-12-31$17,245,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$72,305
Total interest from all sources2010-12-31$9,846
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$413,336
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$413,336
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$1,593,944
Participant contributions at end of year2010-12-31$221,128
Participant contributions at beginning of year2010-12-31$197,627
Participant contributions at end of year2010-12-31$12,753
Participant contributions at beginning of year2010-12-31$58,378
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$65,883
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$2,081,729
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,327,611
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,245,882
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$19,083,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,976,429
Interest on participant loans2010-12-31$9,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,931,339
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$133,569
Employer contributions (assets) at end of year2010-12-31$10,222
Employer contributions (assets) at beginning of year2010-12-31$13,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,993,883
Contract administrator fees2010-12-31$72,305
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 name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325
2009 : CARE INITIATIVES 403 (B) GROUP 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 CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN

2023: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARE INITIATIVES 403 (B) GROUP 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: CARE INITIATIVES 403 (B) GROUP 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
2010: CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARE INITIATIVES 403 (B) GROUP 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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1