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SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 401k Plan overview

Plan NameSENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI
Plan identification number 003

SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

SENIORS' RESOURCE CENTER, INC has sponsored the creation of one or more 401k plans.

Company Name:SENIORS' RESOURCE CENTER, INC
Employer identification number (EIN):840877538
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about SENIORS' RESOURCE CENTER, INC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1982-03-22
Company Identification Number: 19871468874
Legal Registered Office Address: 3227 Chase St

Wheat Ridge
United States of America (USA)
80212

More information about SENIORS' RESOURCE CENTER, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01SU CHAE SU CHAE2018-10-05
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01JOHN ZABAWA
0032011-01-01JOHN ZABAWA
0032009-01-01STEVE VILLANO

Plan Statistics for SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI

401k plan membership statisitcs for SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI

Measure Date Value
2022: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2022 401k membership
Total participants, beginning-of-year2022-01-01205
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01163
Total of all active and inactive participants2022-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01229
Number of participants with account balances2022-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2021 401k membership
Total participants, beginning-of-year2021-01-01213
Total number of active participants reported on line 7a of the Form 55002021-01-0139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01161
Total of all active and inactive participants2021-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01205
Number of participants with account balances2021-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2020 401k membership
Total participants, beginning-of-year2020-01-01268
Total number of active participants reported on line 7a of the Form 55002020-01-0145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01163
Total of all active and inactive participants2020-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01213
Number of participants with account balances2020-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2019 401k membership
Total participants, beginning-of-year2019-01-01283
Total number of active participants reported on line 7a of the Form 55002019-01-01169
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01268
Number of participants with account balances2019-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2018 401k membership
Total participants, beginning-of-year2018-01-01263
Total number of active participants reported on line 7a of the Form 55002018-01-01203
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01283
Number of participants with account balances2018-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2017 401k membership
Total participants, beginning-of-year2017-01-01245
Total number of active participants reported on line 7a of the Form 55002017-01-01193
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01263
Number of participants with account balances2017-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2016 401k membership
Total participants, beginning-of-year2016-01-01238
Total number of active participants reported on line 7a of the Form 55002016-01-01188
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01245
Number of participants with account balances2016-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2015 401k membership
Total participants, beginning-of-year2015-01-01246
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01238
Number of participants with account balances2015-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2014 401k membership
Total participants, beginning-of-year2014-01-01245
Total number of active participants reported on line 7a of the Form 55002014-01-01178
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01246
Number of participants with account balances2014-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2013 401k membership
Total participants, beginning-of-year2013-01-01232
Total number of active participants reported on line 7a of the Form 55002013-01-01198
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01245
Number of participants with account balances2013-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2012 401k membership
Total participants, beginning-of-year2012-01-01238
Total number of active participants reported on line 7a of the Form 55002012-01-01197
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01232
Number of participants with account balances2012-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2011 401k membership
Total participants, beginning-of-year2011-01-01250
Total number of active participants reported on line 7a of the Form 55002011-01-01211
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01238
Number of participants with account balances2011-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2009 401k membership
Total participants, beginning-of-year2009-01-01270
Total number of active participants reported on line 7a of the Form 55002009-01-01241
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01256
Total participants2009-01-01256
Number of participants with account balances2009-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI

Measure Date Value
2022 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-639,573
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$441,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$440,503
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$206,924
Value of total assets at end of year2022-12-31$4,303,906
Value of total assets at beginning of year2022-12-31$5,384,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$706
Total interest from all sources2022-12-31$708
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$146,740
Participant contributions at end of year2022-12-31$2,737
Participant contributions at beginning of year2022-12-31$26,593
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,080,782
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,303,906
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,384,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,767,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,844,190
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$708
Income. Interest from loans (other than to participants)2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$533,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$513,905
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-847,205
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$60,184
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$440,503
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$964,473
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,260,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,234,585
Expenses. Certain deemed distributions of participant loans2021-12-31$23,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$260,095
Value of total assets at end of year2021-12-31$5,384,688
Value of total assets at beginning of year2021-12-31$5,679,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,227
Total interest from all sources2021-12-31$7,164
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$124,071
Participant contributions at end of year2021-12-31$26,593
Participant contributions at beginning of year2021-12-31$64,326
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$95,967
Administrative expenses (other) incurred2021-12-31$2,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-295,744
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,384,688
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,679,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,844,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,027,729
Interest on participant loans2021-12-31$1,920
Interest earned on other investments2021-12-31$5,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$513,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$587,236
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$697,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$40,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,234,585
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$841,398
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$535,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$533,112
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$201,309
Value of total assets at end of year2020-12-31$5,679,291
Value of total assets at beginning of year2020-12-31$5,373,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,561
Total interest from all sources2020-12-31$8,624
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$149,386
Participant contributions at end of year2020-12-31$64,326
Participant contributions at beginning of year2020-12-31$79,152
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,219
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$2,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$305,725
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,679,291
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,373,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,027,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,866,812
Interest on participant loans2020-12-31$2,674
Interest earned on other investments2020-12-31$5,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$587,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$427,602
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$631,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$47,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$533,112
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,294,023
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$505,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$503,091
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$376,252
Value of total assets at end of year2019-12-31$5,373,566
Value of total assets at beginning of year2019-12-31$4,585,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,753
Total interest from all sources2019-12-31$11,663
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$226,897
Participant contributions at end of year2019-12-31$79,152
Participant contributions at beginning of year2019-12-31$62,827
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,036
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$788,179
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,373,566
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,585,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,866,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,101,587
Interest on participant loans2019-12-31$4,084
Interest earned on other investments2019-12-31$7,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$427,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$420,973
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$906,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$122,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$503,091
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$182,508
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$175,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$171,533
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$479,416
Value of total assets at end of year2018-12-31$4,585,387
Value of total assets at beginning of year2018-12-31$4,577,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,514
Total interest from all sources2018-12-31$6,086
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$190,957
Participant contributions at end of year2018-12-31$62,827
Participant contributions at beginning of year2018-12-31$18,536
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$157,291
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$7,461
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,585,387
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,577,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,101,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,272,042
Interest on participant loans2018-12-31$2,153
Interest earned on other investments2018-12-31$3,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$420,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$287,348
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-302,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$131,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$171,533
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STRATAGEM PC
Accountancy firm EIN2018-12-31271239580
2017 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,130,114
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,697,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,695,217
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$406,618
Value of total assets at end of year2017-12-31$4,577,926
Value of total assets at beginning of year2017-12-31$5,145,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,424
Total interest from all sources2017-12-31$5,596
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$190,716
Participant contributions at end of year2017-12-31$18,536
Participant contributions at beginning of year2017-12-31$24,752
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$83,247
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-567,527
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,577,926
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,145,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,272,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,589,786
Interest on participant loans2017-12-31$949
Interest earned on other investments2017-12-31$4,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$287,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$530,915
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$717,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$132,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,695,217
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STRATAGEM PC
Accountancy firm EIN2017-12-31271239580
2016 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$336,682
Total unrealized appreciation/depreciation of assets2016-12-31$336,682
Total income from all sources (including contributions)2016-12-31$772,004
Total of all expenses incurred2016-12-31$302,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$300,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$434,460
Value of total assets at end of year2016-12-31$5,159,841
Value of total assets at beginning of year2016-12-31$4,690,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,185
Total interest from all sources2016-12-31$862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$179,235
Participant contributions at end of year2016-12-31$24,752
Participant contributions at beginning of year2016-12-31$23,948
Participant contributions at end of year2016-12-31$7,910
Participant contributions at beginning of year2016-12-31$8,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$150,226
Value of net income/loss2016-12-31$469,186
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,159,841
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,690,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,589,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,136,797
Income. Interest from loans (other than to participants)2016-12-31$862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$530,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$515,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$104,999
Employer contributions (assets) at end of year2016-12-31$6,479
Employer contributions (assets) at beginning of year2016-12-31$6,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$300,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STRATAGEM PC
Accountancy firm EIN2016-12-31271239580
2015 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-11,530
Total unrealized appreciation/depreciation of assets2015-12-31$-11,530
Total income from all sources (including contributions)2015-12-31$252,359
Total of all expenses incurred2015-12-31$437,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$435,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$262,664
Value of total assets at end of year2015-12-31$4,690,655
Value of total assets at beginning of year2015-12-31$4,876,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,898
Total interest from all sources2015-12-31$1,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$157,833
Participant contributions at end of year2015-12-31$23,948
Participant contributions at beginning of year2015-12-31$33,338
Participant contributions at end of year2015-12-31$8,743
Participant contributions at beginning of year2015-12-31$5,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-185,481
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,690,655
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,876,136
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$1,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,136,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,214,727
Income. Interest from loans (other than to participants)2015-12-31$1,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$515,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$617,212
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$104,831
Employer contributions (assets) at end of year2015-12-31$6,099
Employer contributions (assets) at beginning of year2015-12-31$5,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$435,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STRATAGEM PC
Accountancy firm EIN2015-12-31271239580
2014 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$294,016
Total unrealized appreciation/depreciation of assets2014-12-31$294,016
Total income from all sources (including contributions)2014-12-31$555,931
Total of all expenses incurred2014-12-31$187,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$185,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$260,626
Value of total assets at end of year2014-12-31$4,876,136
Value of total assets at beginning of year2014-12-31$4,507,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,431
Total interest from all sources2014-12-31$1,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$154,374
Participant contributions at end of year2014-12-31$33,338
Participant contributions at beginning of year2014-12-31$20,493
Participant contributions at end of year2014-12-31$5,659
Participant contributions at beginning of year2014-12-31$7,069
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$368,825
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,876,136
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,507,311
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$1,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,214,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,919,641
Income. Interest from loans (other than to participants)2014-12-31$1,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$617,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$556,082
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$106,252
Employer contributions (assets) at end of year2014-12-31$5,200
Employer contributions (assets) at beginning of year2014-12-31$4,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$185,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STRATAGEM PC
Accountancy firm EIN2014-12-31271239580
2013 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$726,754
Total unrealized appreciation/depreciation of assets2013-12-31$726,754
Total income from all sources (including contributions)2013-12-31$1,046,503
Total of all expenses incurred2013-12-31$336,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$333,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$318,825
Value of total assets at end of year2013-12-31$4,507,311
Value of total assets at beginning of year2013-12-31$3,797,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,186
Total interest from all sources2013-12-31$924
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$133,587
Participant contributions at end of year2013-12-31$20,493
Participant contributions at beginning of year2013-12-31$43,619
Participant contributions at end of year2013-12-31$7,069
Participant contributions at beginning of year2013-12-31$5,925
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$78,540
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$709,531
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,507,311
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,797,780
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$3,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,919,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,140,764
Income. Interest from loans (other than to participants)2013-12-31$924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$556,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$598,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$106,698
Employer contributions (assets) at end of year2013-12-31$4,026
Employer contributions (assets) at beginning of year2013-12-31$9,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$333,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31BRADLEY CONSULTING GROUP, PC
Accountancy firm EIN2013-12-31271239580
2012 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$352,987
Total unrealized appreciation/depreciation of assets2012-12-31$352,987
Total income from all sources (including contributions)2012-12-31$778,437
Total of all expenses incurred2012-12-31$353,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$349,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$424,137
Value of total assets at end of year2012-12-31$3,797,780
Value of total assets at beginning of year2012-12-31$3,372,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,637
Total interest from all sources2012-12-31$1,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$174,369
Participant contributions at end of year2012-12-31$43,619
Participant contributions at beginning of year2012-12-31$49,360
Participant contributions at end of year2012-12-31$5,925
Participant contributions at beginning of year2012-12-31$12,449
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$425,139
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,797,780
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,372,641
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
Investment advisory and management fees2012-12-31$3,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,140,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,736,237
Income. Interest from loans (other than to participants)2012-12-31$1,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$598,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$553,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$209,776
Employer contributions (assets) at end of year2012-12-31$9,097
Employer contributions (assets) at beginning of year2012-12-31$21,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$349,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRADLEY CONSULTING GROUP, PC
Accountancy firm EIN2012-12-31271239580
2011 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-22,410
Total unrealized appreciation/depreciation of assets2011-12-31$-22,410
Total income from all sources (including contributions)2011-12-31$411,362
Total of all expenses incurred2011-12-31$503,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$499,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$433,772
Value of total assets at end of year2011-12-31$3,372,641
Value of total assets at beginning of year2011-12-31$3,464,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$182,807
Participant contributions at end of year2011-12-31$49,360
Participant contributions at beginning of year2011-12-31$21,276
Participant contributions at end of year2011-12-31$12,449
Participant contributions at beginning of year2011-12-31$10,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-91,850
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,372,641
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,464,491
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
Investment advisory and management fees2011-12-31$3,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,736,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,707,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$553,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$714,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$250,965
Employer contributions (assets) at end of year2011-12-31$21,352
Employer contributions (assets) at beginning of year2011-12-31$11,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$499,216
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRADLEY CONSULTING GROUP, PC
Accountancy firm EIN2011-12-31271239580
2010 : SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$368,738
Total unrealized appreciation/depreciation of assets2010-12-31$368,738
Total income from all sources (including contributions)2010-12-31$1,115,754
Total of all expenses incurred2010-12-31$427,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$423,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$747,016
Value of total assets at end of year2010-12-31$3,464,491
Value of total assets at beginning of year2010-12-31$2,775,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$181,251
Participant contributions at end of year2010-12-31$21,276
Participant contributions at beginning of year2010-12-31$29,357
Participant contributions at end of year2010-12-31$10,262
Participant contributions at beginning of year2010-12-31$6,775
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$325,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$688,662
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,464,491
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,775,829
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
Investment advisory and management fees2010-12-31$3,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,707,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,223,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$714,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$503,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$240,032
Employer contributions (assets) at end of year2010-12-31$11,221
Employer contributions (assets) at beginning of year2010-12-31$12,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$423,548
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRADLEY CONSULTING GROUP, PC
Accountancy firm EIN2010-12-31271239580

Form 5500 Responses for SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI

2022: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: SENIORS' RESOURCE CENTER, INC. 401(K) PROFIT SHARI 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602
Policy instance 1
Insurance contract or identification number052602
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $382
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees382
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602B
Policy instance 1
Insurance contract or identification number052602B
Number of Individuals Covered205
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,106
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1106
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602B
Policy instance 1
Insurance contract or identification number052602B
Number of Individuals Covered213
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,106
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1106
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602B
Policy instance 1
Insurance contract or identification number052602B
Number of Individuals Covered268
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $830
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees830
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602B
Policy instance 1
Insurance contract or identification number052602B
Number of Individuals Covered283
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $560
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees560
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602B
Policy instance 1
Insurance contract or identification number052602B
Number of Individuals Covered263
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $774
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees774
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameDENVER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602-B
Policy instance 1
Insurance contract or identification number052602-B
Number of Individuals Covered238
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $236
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees236
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDENVER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602-B
Policy instance 1
Insurance contract or identification number052602-B
Number of Individuals Covered246
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 $355
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees355
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDENVER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602-B
Policy instance 1
Insurance contract or identification number052602-B
Number of Individuals Covered245
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 $251
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees251
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDENVER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602-B
Policy instance 1
Insurance contract or identification number052602-B
Number of Individuals Covered232
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $225
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees85
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameKEITH BERSTLER
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602-B
Policy instance 1
Insurance contract or identification number052602-B
Number of Individuals Covered238
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,370
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052602-B
Policy instance 1
Insurance contract or identification number052602-B
Number of Individuals Covered250
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $613
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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