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EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 401k Plan overview

Plan NameEMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT
Plan identification number 001

EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Life insurance

401k Sponsoring company profile

OPTIONS FOR ALL has sponsored the creation of one or more 401k plans.

Company Name:OPTIONS FOR ALL
Employer identification number (EIN):830471805
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about OPTIONS FOR ALL

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2967651

More information about OPTIONS FOR ALL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01RICHARD GUTIERREZ
0012016-01-01RICHARD GUTIERREZ
0012015-01-01RICHARD GUTIERREZ
0012014-01-01RICHARD GUTIERREZ RICHARD GUTIERREZ2015-10-06
0012013-01-01RICHARD GUTIERREZ
0012012-01-01RICHARD GUTIERREZ
0012011-01-01RICHARD GUTIERREZ
0012009-01-01RICHARD GUTIERREZ

Plan Statistics for EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT

401k plan membership statisitcs for EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT

Measure Date Value
2021: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2021 401k membership
Total participants, beginning-of-year2021-07-01516
Total number of active participants reported on line 7a of the Form 55002021-07-01529
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01151
Total of all active and inactive participants2021-07-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01680
Number of participants with account balances2021-07-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
2020: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2020 401k membership
Total participants, beginning-of-year2020-07-01530
Total number of active participants reported on line 7a of the Form 55002020-07-01439
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01157
Total of all active and inactive participants2020-07-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01596
Number of participants with account balances2020-07-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0116
2019: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2019 401k membership
Total participants, beginning-of-year2019-07-01481
Total number of active participants reported on line 7a of the Form 55002019-07-01400
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01126
Total of all active and inactive participants2019-07-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01526
Number of participants with account balances2019-07-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0126
2018: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2018 401k membership
Total participants, beginning-of-year2018-07-01440
Total number of active participants reported on line 7a of the Form 55002018-07-01390
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0189
Total of all active and inactive participants2018-07-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01479
Number of participants with account balances2018-07-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0139
2017: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2017 401k membership
Total participants, beginning-of-year2017-07-01458
Total number of active participants reported on line 7a of the Form 55002017-07-01378
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0162
Total of all active and inactive participants2017-07-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01440
Number of participants with account balances2017-07-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0128
2016: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2016 401k membership
Total participants, beginning-of-year2016-07-01414
Total number of active participants reported on line 7a of the Form 55002016-07-01422
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0136
Total of all active and inactive participants2016-07-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01458
Number of participants with account balances2016-07-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
Total participants, beginning-of-year2016-01-01393
Total number of active participants reported on line 7a of the Form 55002016-01-01396
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01414
Number of participants with account balances2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2015 401k membership
Total participants, beginning-of-year2015-01-01304
Total number of active participants reported on line 7a of the Form 55002015-01-01384
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01393
Number of participants with account balances2015-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2014 401k membership
Total participants, beginning-of-year2014-01-01267
Total number of active participants reported on line 7a of the Form 55002014-01-01297
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01304
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2013 401k membership
Total participants, beginning-of-year2013-01-01359
Total number of active participants reported on line 7a of the Form 55002013-01-01260
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01267
Number of participants with account balances2013-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01480
Total number of active participants reported on line 7a of the Form 55002012-01-01350
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01359
Number of participants with account balances2012-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2011 401k membership
Total participants, beginning-of-year2011-01-01494
Total number of active participants reported on line 7a of the Form 55002011-01-01473
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01480
Number of participants with account balances2011-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2009 401k membership
Total participants, beginning-of-year2009-01-01332
Total number of active participants reported on line 7a of the Form 55002009-01-01437
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01440
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT

Measure Date Value
2022 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$11,089
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$699,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$678,013
Expenses. Certain deemed distributions of participant loans2022-06-30$2,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$430,187
Value of total assets at end of year2022-06-30$2,045,338
Value of total assets at beginning of year2022-06-30$2,734,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$19,780
Total interest from all sources2022-06-30$3,100
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$65,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$65,002
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$50,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$415,897
Participant contributions at end of year2022-06-30$7,784
Participant contributions at beginning of year2022-06-30$5,111
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$14,290
Other income not declared elsewhere2022-06-30$-210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-688,781
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,045,338
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,734,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,037,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,467,527
Value of interest in pooled separate accounts at beginning of year2022-06-30$53,666
Interest on participant loans2022-06-30$3,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$22,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$22,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$8,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-486,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Employer contributions (assets) at beginning of year2022-06-30$176,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$678,013
Contract administrator fees2022-06-30$19,780
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30JGD & ASSOCIATES LLP
Accountancy firm EIN2022-06-30953132551
2021 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$4,486
Total income from all sources (including contributions)2021-06-30$984,217
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$203,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$201,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$438,888
Value of total assets at end of year2021-06-30$2,734,119
Value of total assets at beginning of year2021-06-30$1,957,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,759
Total interest from all sources2021-06-30$286
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$16,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$16,615
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$50,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$262,716
Participant contributions at end of year2021-06-30$5,111
Participant contributions at beginning of year2021-06-30$4,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$780,912
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,734,119
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,953,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,467,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,740,151
Value of interest in pooled separate accounts at end of year2021-06-30$53,666
Value of interest in pooled separate accounts at beginning of year2021-06-30$40,928
Interest on participant loans2021-06-30$141
Income. Interest from loans (other than to participants)2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$22,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$21,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$21,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$8,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$7,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$513,427
Net investment gain/loss from pooled separate accounts2021-06-30$15,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$176,172
Employer contributions (assets) at end of year2021-06-30$176,452
Employer contributions (assets) at beginning of year2021-06-30$143,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$201,546
Contract administrator fees2021-06-30$1,759
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$4,486
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30JGD & ASSOCIATES LLP
Accountancy firm EIN2021-06-30953132551
2020 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$4,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$15,498
Total income from all sources (including contributions)2020-06-30$502,898
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$544,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$540,003
Expenses. Certain deemed distributions of participant loans2020-06-30$2,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$407,760
Value of total assets at end of year2020-06-30$1,957,693
Value of total assets at beginning of year2020-06-30$2,010,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,435
Total interest from all sources2020-06-30$134
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$18,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$18,473
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$50,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$247,825
Participant contributions at end of year2020-06-30$4,063
Participant contributions at beginning of year2020-06-30$3,274
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$15,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$4,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$15,498
Other income not declared elsewhere2020-06-30$162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-41,664
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,953,207
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,994,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,740,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,683,508
Value of interest in pooled separate accounts at end of year2020-06-30$40,928
Value of interest in pooled separate accounts at beginning of year2020-06-30$41,792
Interest on participant loans2020-06-30$134
Income. Interest from loans (other than to participants)2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$21,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$28,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$28,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$7,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$8,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$76,933
Net investment gain/loss from pooled separate accounts2020-06-30$-564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$143,978
Employer contributions (assets) at end of year2020-06-30$143,978
Employer contributions (assets) at beginning of year2020-06-30$244,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$540,003
Contract administrator fees2020-06-30$2,435
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30JGD & ASSOCIATES, LLP
Accountancy firm EIN2020-06-30953132551
2019 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$15,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$563,986
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$164,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$163,904
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$456,408
Value of total assets at end of year2019-06-30$2,010,369
Value of total assets at beginning of year2019-06-30$1,595,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$833
Total interest from all sources2019-06-30$557
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$25,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$25,392
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$50,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$210,006
Participant contributions at end of year2019-06-30$3,274
Participant contributions at beginning of year2019-06-30$4,590
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$2,224
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$15,498
Other income not declared elsewhere2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$399,249
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,994,871
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,595,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,683,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,342,608
Value of interest in pooled separate accounts at end of year2019-06-30$41,792
Value of interest in pooled separate accounts at beginning of year2019-06-30$41,503
Interest on participant loans2019-06-30$415
Income. Interest from loans (other than to participants)2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$28,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$25,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$25,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$8,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$7,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$80,541
Net investment gain/loss from pooled separate accounts2019-06-30$1,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$244,178
Employer contributions (assets) at end of year2019-06-30$244,178
Employer contributions (assets) at beginning of year2019-06-30$174,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$163,904
Contract administrator fees2019-06-30$833
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30JGD & ASSOCIATES, LLP
Accountancy firm EIN2019-06-30953132551
2018 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$465,741
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$84,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$60,229
Expenses. Certain deemed distributions of participant loans2018-06-30$23,457
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$373,078
Value of total assets at end of year2018-06-30$1,595,622
Value of total assets at beginning of year2018-06-30$1,214,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$718
Total interest from all sources2018-06-30$641
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$14,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$14,830
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$50,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$197,614
Participant contributions at end of year2018-06-30$4,590
Participant contributions at beginning of year2018-06-30$27,517
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,079
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$381,337
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,595,622
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,214,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,342,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,023,020
Value of interest in pooled separate accounts at end of year2018-06-30$41,503
Value of interest in pooled separate accounts at beginning of year2018-06-30$38,068
Interest on participant loans2018-06-30$508
Income. Interest from loans (other than to participants)2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$25,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$19,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$19,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$7,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$6,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$73,859
Net investment gain/loss from pooled separate accounts2018-06-30$3,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$174,385
Employer contributions (assets) at end of year2018-06-30$174,385
Employer contributions (assets) at beginning of year2018-06-30$99,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$60,229
Contract administrator fees2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30JGD & ASSOCIATES, LLP
Accountancy firm EIN2018-06-30953132551
2017 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$380,289
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$21,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$20,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$268,705
Value of total assets at end of year2017-06-30$1,214,285
Value of total assets at beginning of year2017-06-30$855,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$659
Total interest from all sources2017-06-30$722
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$13,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$13,027
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$50,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$168,349
Participant contributions at end of year2017-06-30$27,517
Participant contributions at beginning of year2017-06-30$24,883
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$625
Other income not declared elsewhere2017-06-30$11,342
Administrative expenses (other) incurred2017-06-30$659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$358,956
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,214,285
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$855,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,023,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$773,942
Value of interest in pooled separate accounts at end of year2017-06-30$38,068
Value of interest in pooled separate accounts at beginning of year2017-06-30$33,742
Interest on participant loans2017-06-30$115
Income. Interest from loans (other than to participants)2017-06-30$607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$19,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$17,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$17,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$6,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$5,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$86,493
Net investment gain/loss from pooled separate accounts2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$99,731
Employer contributions (assets) at end of year2017-06-30$99,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$20,674
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30JGD & ASSOCIATES
Accountancy firm EIN2017-06-30953132551
2016 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$88,989
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$29,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$19,981
Expenses. Certain deemed distributions of participant loans2016-06-30$3,119
Value of total corrective distributions2016-06-30$6,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$62,758
Value of total assets at end of year2016-06-30$855,329
Value of total assets at beginning of year2016-06-30$795,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$195
Total interest from all sources2016-06-30$374
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$3,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$3,539
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$68,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$52,631
Participant contributions at end of year2016-06-30$24,883
Participant contributions at beginning of year2016-06-30$30,311
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$10,127
Other income not declared elsewhere2016-06-30$801
Administrative expenses (other) incurred2016-06-30$195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$59,598
Value of net assets at end of year (total assets less liabilities)2016-06-30$855,329
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$795,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$773,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$652,985
Value of interest in pooled separate accounts at end of year2016-06-30$33,742
Value of interest in pooled separate accounts at beginning of year2016-06-30$35,363
Interest on participant loans2016-06-30$317
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$57
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$17,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$16,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$16,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$5,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$10,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$21,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$19,981
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
2015 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 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$148,901
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,355
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$155,872
Value of total assets at end of year2015-12-31$795,731
Value of total assets at beginning of year2015-12-31$679,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$549
Total interest from all sources2015-12-31$1,044
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,188
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$9,188
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$68,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$96,632
Participant contributions at end of year2015-12-31$30,311
Participant contributions at beginning of year2015-12-31$33,065
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,240
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$549
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$115,997
Value of net assets at end of year (total assets less liabilities)2015-12-31$795,731
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$679,734
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
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$652,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$584,436
Value of interest in pooled separate accounts at end of year2015-12-31$35,363
Value of interest in pooled separate accounts at beginning of year2015-12-31$36,597
Interest on participant loans2015-12-31$805
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$14,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$14,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,206
Net investment gain/loss from pooled separate accounts2015-12-31$-997
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$50,000
Employer contributions (assets) at end of year2015-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,355
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31JGD & ASSOCIATES
Accountancy firm EIN2015-12-31953132551
2014 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 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$196,163
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$42,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$41,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$167,993
Value of total assets at end of year2014-12-31$679,734
Value of total assets at beginning of year2014-12-31$526,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,669
Total interest from all sources2014-12-31$1,285
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,890
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$7,890
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
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$114,949
Participant contributions at end of year2014-12-31$33,065
Participant contributions at beginning of year2014-12-31$43,212
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,044
Administrative expenses (other) incurred2014-12-31$301
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$153,361
Value of net assets at end of year (total assets less liabilities)2014-12-31$679,734
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$526,373
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
Investment advisory and management fees2014-12-31$102
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$584,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$417,529
Value of interest in pooled separate accounts at end of year2014-12-31$36,597
Value of interest in pooled separate accounts at beginning of year2014-12-31$41,211
Interest on participant loans2014-12-31$1,069
Interest earned on other investments2014-12-31$216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$17,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$17,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,826
Net investment gain/loss from pooled separate accounts2014-12-31$1,169
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$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,133
Contract administrator fees2014-12-31$1,266
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 name2014-12-31JGD & ASSOCIATES
Accountancy firm EIN2014-12-31953132551
2013 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 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$161,911
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$111,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$110,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$105,232
Value of total assets at end of year2013-12-31$526,373
Value of total assets at beginning of year2013-12-31$475,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$737
Total interest from all sources2013-12-31$6,006
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
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$103,193
Participant contributions at end of year2013-12-31$43,212
Participant contributions at beginning of year2013-12-31$32,194
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,039
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$50,803
Value of net assets at end of year (total assets less liabilities)2013-12-31$526,373
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$475,570
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
Investment advisory and management fees2013-12-31$11
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$417,529
Value of interest in pooled separate accounts at end of year2013-12-31$41,211
Value of interest in pooled separate accounts at beginning of year2013-12-31$292,796
Interest on participant loans2013-12-31$667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$17,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$150,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,269
Net investment gain/loss from pooled separate accounts2013-12-31$45,404
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$110,371
Contract administrator fees2013-12-31$726
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 name2013-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2013-12-31953132551
2012 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
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
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$119,638
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,410
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$86,792
Value of total assets at end of year2012-12-31$475,570
Value of total assets at beginning of year2012-12-31$361,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$534
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$3,707
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
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$82,715
Participant contributions at end of year2012-12-31$32,194
Participant contributions at beginning of year2012-12-31$38,329
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$4,537
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,077
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
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
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$534
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables 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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$113,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$475,570
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$361,876
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$292,796
Value of interest in pooled separate accounts at beginning of year2012-12-31$202,239
Interest on participant loans2012-12-31$692
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,015
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$150,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$116,771
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$29,139
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,410
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2012-12-31953132551
2011 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$21,128
Total transfer of assets from this plan2011-12-31$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
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$99,059
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$140,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$139,758
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$104,211
Value of total assets at end of year2011-12-31$361,876
Value of total assets at beginning of year2011-12-31$382,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$646
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$4,282
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31No
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$104,211
Participant contributions at end of year2011-12-31$38,329
Participant contributions at beginning of year2011-12-31$42,879
Participant contributions at end of year2011-12-31$4,537
Participant contributions at beginning of year2011-12-31$3,916
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$646
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-41,345
Value of net assets at end of year (total assets less liabilities)2011-12-31$361,876
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$382,093
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$202,239
Value of interest in pooled separate accounts at beginning of year2011-12-31$227,631
Interest on participant loans2011-12-31$1,956
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,326
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$116,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$107,667
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-9,434
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$139,758
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$162,444
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$103,943
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,104
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$75,526
Value of total assets at end of year2010-12-31$382,093
Value of total assets at beginning of year2010-12-31$121,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$267
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$3,955
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
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$75,526
Participant contributions at end of year2010-12-31$42,879
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$3,916
Participant contributions at beginning of year2010-12-31$2,608
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$267
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$98,572
Value of net assets at end of year (total assets less liabilities)2010-12-31$382,093
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$121,077
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$227,631
Value of interest in pooled separate accounts at beginning of year2010-12-31$92,679
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,955
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$107,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,790
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$24,462
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,104
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 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 EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT

2021: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
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)Yes
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: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYMENT AND COMMUNITY OPTIONS RETIREMENT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number538056
Policy instance 1
Insurance contract or identification number538056
Number of Individuals Covered680
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered7
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered7
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered7
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered7
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered7
Insurance policy start date2016-01-01
Insurance policy end date2016-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered7
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered7
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered37
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,068
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Other information about contractDEPOSIT ADMINISTRATION
Commission paid to Insurance BrokerUSD $617
Insurance broker organization code?3
Insurance broker nameJOHN CREECH
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered38
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,558
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69440
Policy instance 1
Insurance contract or identification number69440
Number of Individuals Covered33
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,421
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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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