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Plan Name | THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PIONEER HUMAN SERVICES |
Employer identification number (EIN): | 910791552 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about PIONEER HUMAN SERVICES
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1971-12-31 |
Company Identification Number: | 578077922 |
Legal Registered Office Address: |
7440 W MARGINAL WAY S SEATTLE United States of America (USA) 981084141 |
More information about PIONEER HUMAN SERVICES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2018-07-01 | ||||
003 | 2017-07-01 | ||||
003 | 2016-07-01 | STEPHANIE WELTY | |||
003 | 2015-07-01 | ANDY JONES | |||
003 | 2014-07-01 | MONICA SMITH | |||
003 | 2013-07-01 | MONICA SMITH | |||
003 | 2012-07-01 | MONICA SMITH | MONICA SMITH | 2014-01-15 | |
003 | 2011-07-01 | TRACEY A. GROSCOST | TRACEY A. GROSCOST | 2013-01-30 | |
003 | 2010-07-01 | TRACEY A. GROSCOST | TRACEY A. GROSCOST | 2012-04-12 | |
003 | 2009-07-01 | TRACEY A. GROSCOST |
Measure | Date | Value |
---|---|---|
2018: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 1,231 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 949 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 664 |
Total of all active and inactive participants | 2018-07-01 | 1,613 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 1,613 |
Number of participants with account balances | 2018-07-01 | 613 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 126 |
2017: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 1,888 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 885 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 346 |
Total of all active and inactive participants | 2017-07-01 | 1,231 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 1,231 |
Number of participants with account balances | 2017-07-01 | 1,231 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 177 |
2016: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 2,603 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 1,888 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 1,888 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 1,888 |
Number of participants with account balances | 2016-07-01 | 1,753 |
2015: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 1,908 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 1,888 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 715 |
Total of all active and inactive participants | 2015-07-01 | 2,603 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 2,603 |
Number of participants with account balances | 2015-07-01 | 1,722 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 485 |
2014: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 1,788 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 1,149 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 759 |
Total of all active and inactive participants | 2014-07-01 | 1,908 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 1,908 |
Number of participants with account balances | 2014-07-01 | 1,552 |
2013: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 1,722 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 1,147 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 641 |
Total of all active and inactive participants | 2013-07-01 | 1,788 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 1,788 |
Number of participants with account balances | 2013-07-01 | 1,387 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 462 |
2012: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 1,952 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 1,098 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 624 |
Total of all active and inactive participants | 2012-07-01 | 1,722 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 1,722 |
Number of participants with account balances | 2012-07-01 | 1,320 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 424 |
2011: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 1,418 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 1,186 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 766 |
Total of all active and inactive participants | 2011-07-01 | 1,952 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 1,952 |
Number of participants with account balances | 2011-07-01 | 1,232 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 312 |
2010: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 1,276 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 1,080 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 338 |
Total of all active and inactive participants | 2010-07-01 | 1,418 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 1,418 |
Number of participants with account balances | 2010-07-01 | 1,024 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 220 |
2009: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 1,032 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 934 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 342 |
Total of all active and inactive participants | 2009-07-01 | 1,276 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 1,276 |
Number of participants with account balances | 2009-07-01 | 959 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 214 |
Measure | Date | Value |
---|---|---|
2019 : THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $37,251 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $48,745 |
Total income from all sources (including contributions) | 2019-06-30 | $9,453,232 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $4,036,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $3,940,930 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $7,697,399 |
Value of total assets at end of year | 2019-06-30 | $28,343,157 |
Value of total assets at beginning of year | 2019-06-30 | $22,937,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $95,076 |
Total interest from all sources | 2019-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Administrative expenses professional fees incurred | 2019-06-30 | $75,135 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $2,188,700 |
Assets. Other investments not covered elsewhere at end of year | 2019-06-30 | $1,691 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-06-30 | $1,234 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $3,032,713 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $22,679 |
Other income not declared elsewhere | 2019-06-30 | $5,361 |
Liabilities. Value of operating payables at end of year | 2019-06-30 | $34,769 |
Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $26,066 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $5,417,226 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $28,305,906 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $22,888,680 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $19,941 |
Value of interest in master investment trust accounts at end of year | 2019-06-30 | $28,315,881 |
Value of interest in master investment trust accounts at beginning of year | 2019-06-30 | $22,936,191 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $2,475,986 |
Employer contributions (assets) at end of year | 2019-06-30 | $25,585 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $3,940,930 |
Liabilities. Value of benefit claims payable at end of year | 2019-06-30 | $2,482 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-06-30 | $0 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-06-30 | 410746749 |
2018 : THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $48,745 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $62,553 |
Total income from all sources (including contributions) | 2018-06-30 | $6,047,848 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $4,247,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $4,076,234 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $3,993,546 |
Value of total assets at end of year | 2018-06-30 | $22,937,425 |
Value of total assets at beginning of year | 2018-06-30 | $21,150,548 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $170,929 |
Total interest from all sources | 2018-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Administrative expenses professional fees incurred | 2018-06-30 | $155,638 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $1,962,320 |
Assets. Other investments not covered elsewhere at end of year | 2018-06-30 | $1,234 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-06-30 | $5,552 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $335,186 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $22,679 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-06-30 | $0 |
Liabilities. Value of operating payables at end of year | 2018-06-30 | $26,066 |
Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $1,800,685 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $22,888,680 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $21,087,995 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $15,291 |
Value of interest in master investment trust accounts at end of year | 2018-06-30 | $22,936,191 |
Value of interest in master investment trust accounts at beginning of year | 2018-06-30 | $21,041,043 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $1,696,040 |
Employer contributions (assets) at end of year | 2018-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $103,953 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $4,076,234 |
Liabilities. Value of benefit claims payable at end of year | 2018-06-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-06-30 | $62,553 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-06-30 | 410746749 |
2017 : THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $62,553 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $63,130 |
Total income from all sources (including contributions) | 2017-06-30 | $6,691,056 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $2,317,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $2,239,442 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $4,101,600 |
Value of total assets at end of year | 2017-06-30 | $21,150,548 |
Value of total assets at beginning of year | 2017-06-30 | $16,777,716 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $78,205 |
Total interest from all sources | 2017-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Administrative expenses professional fees incurred | 2017-06-30 | $61,725 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $1,674,298 |
Assets. Other investments not covered elsewhere at end of year | 2017-06-30 | $5,552 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-06-30 | $300 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $379,164 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $262 |
Other income not declared elsewhere | 2017-06-30 | $11,954 |
Liabilities. Value of operating payables at end of year | 2017-06-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $42,834 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $4,373,409 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $21,087,995 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $16,714,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Investment advisory and management fees | 2017-06-30 | $16,480 |
Value of interest in master investment trust accounts at end of year | 2017-06-30 | $21,041,043 |
Value of interest in master investment trust accounts at beginning of year | 2017-06-30 | $16,777,416 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $2,048,138 |
Employer contributions (assets) at end of year | 2017-06-30 | $103,953 |
Employer contributions (assets) at beginning of year | 2017-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $2,239,442 |
Liabilities. Value of benefit claims payable at end of year | 2017-06-30 | $62,553 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-06-30 | $20,034 |
Did the plan have assets held for investment | 2017-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2017-06-30 | 410746749 |
2016 : THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $63,130 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $13,690 |
Total income from all sources (including contributions) | 2016-06-30 | $3,337,381 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $2,729,511 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $2,621,920 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $3,486,642 |
Value of total assets at end of year | 2016-06-30 | $16,777,716 |
Value of total assets at beginning of year | 2016-06-30 | $16,120,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $107,591 |
Total interest from all sources | 2016-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Administrative expenses professional fees incurred | 2016-06-30 | $82,861 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $1,653,154 |
Assets. Other investments not covered elsewhere at end of year | 2016-06-30 | $300 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-06-30 | $4,049 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $127,900 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-06-30 | $262 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $0 |
Other income not declared elsewhere | 2016-06-30 | $8,600 |
Liabilities. Value of operating payables at end of year | 2016-06-30 | $42,834 |
Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $13,690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $607,870 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $16,714,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $16,106,716 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Investment advisory and management fees | 2016-06-30 | $24,730 |
Value of interest in master investment trust accounts at end of year | 2016-06-30 | $16,777,416 |
Value of interest in master investment trust accounts at beginning of year | 2016-06-30 | $16,025,273 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $1,705,588 |
Employer contributions (assets) at end of year | 2016-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2016-06-30 | $91,084 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $2,621,920 |
Contract administrator fees | 2016-06-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2016-06-30 | $20,034 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-06-30 | $0 |
Did the plan have assets held for investment | 2016-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-06-30 | 410746749 |
2015 : THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $13,690 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $10,000 |
Total income from all sources (including contributions) | 2015-06-30 | $3,665,180 |
Total loss/gain on sale of assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $1,611,119 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $1,535,399 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $3,051,112 |
Value of total assets at end of year | 2015-06-30 | $16,120,406 |
Value of total assets at beginning of year | 2015-06-30 | $14,062,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $75,720 |
Total interest from all sources | 2015-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Administrative expenses professional fees incurred | 2015-06-30 | $53,724 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $1,599,986 |
Assets. Other investments not covered elsewhere at end of year | 2015-06-30 | $4,049 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $80,137 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $542 |
Other income not declared elsewhere | 2015-06-30 | $990 |
Liabilities. Value of operating payables at end of year | 2015-06-30 | $13,690 |
Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $10,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $2,054,061 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $16,106,716 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $14,052,655 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Investment advisory and management fees | 2015-06-30 | $21,996 |
Value of interest in master investment trust accounts at end of year | 2015-06-30 | $16,025,273 |
Value of interest in master investment trust accounts at beginning of year | 2015-06-30 | $14,062,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $1,370,989 |
Employer contributions (assets) at end of year | 2015-06-30 | $91,084 |
Employer contributions (assets) at beginning of year | 2015-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $1,535,399 |
Did the plan have assets held for investment | 2015-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | CLIFTONLARSON LLP |
Accountancy firm EIN | 2015-06-30 | 410746749 |
2014 : THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $10,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $33,025 |
Total income from all sources (including contributions) | 2014-06-30 | $4,827,361 |
Total loss/gain on sale of assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $2,181,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $2,089,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $2,768,016 |
Value of total assets at end of year | 2014-06-30 | $14,062,655 |
Value of total assets at beginning of year | 2014-06-30 | $11,439,569 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $91,611 |
Total interest from all sources | 2014-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Administrative expenses professional fees incurred | 2014-06-30 | $64,723 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $1,416,868 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $90,434 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $542 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $0 |
Other income not declared elsewhere | 2014-06-30 | $5,865 |
Liabilities. Value of operating payables at end of year | 2014-06-30 | $10,000 |
Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $21,212 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $2,646,111 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $14,052,655 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $11,406,544 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Investment advisory and management fees | 2014-06-30 | $26,888 |
Value of interest in master investment trust accounts at end of year | 2014-06-30 | $14,062,113 |
Value of interest in master investment trust accounts at beginning of year | 2014-06-30 | $11,439,569 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $1,260,714 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $2,089,639 |
Liabilities. Value of benefit claims payable at end of year | 2014-06-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $11,813 |
Did the plan have assets held for investment | 2014-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | CLIFTONLARSON LLP |
Accountancy firm EIN | 2014-06-30 | 410746749 |
2013 : THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $33,025 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $15,776 |
Total income from all sources (including contributions) | 2013-06-30 | $4,015,834 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $1,652,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $1,570,580 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $2,686,506 |
Value of total assets at end of year | 2013-06-30 | $11,439,569 |
Value of total assets at beginning of year | 2013-06-30 | $9,059,415 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $82,349 |
Total interest from all sources | 2013-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Administrative expenses professional fees incurred | 2013-06-30 | $67,112 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $1,305,155 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $123,428 |
Liabilities. Value of operating payables at end of year | 2013-06-30 | $21,212 |
Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $15,776 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $2,362,905 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $11,406,544 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $9,043,639 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Investment advisory and management fees | 2013-06-30 | $15,237 |
Value of interest in master investment trust accounts at end of year | 2013-06-30 | $11,439,569 |
Value of interest in master investment trust accounts at beginning of year | 2013-06-30 | $9,059,415 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $1,257,923 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $1,570,580 |
Liabilities. Value of benefit claims payable at end of year | 2013-06-30 | $11,813 |
Did the plan have assets held for investment | 2013-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | CLIFTONLARSON LLP |
Accountancy firm EIN | 2013-06-30 | 410746749 |
2012 : THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $15,776 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total income from all sources (including contributions) | 2012-06-30 | $2,472,039 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $1,228,415 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $1,182,164 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $2,453,229 |
Value of total assets at end of year | 2012-06-30 | $9,059,415 |
Value of total assets at beginning of year | 2012-06-30 | $7,800,015 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $46,251 |
Total interest from all sources | 2012-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Administrative expenses professional fees incurred | 2012-06-30 | $36,814 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $1,257,036 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $30,958 |
Liabilities. Value of operating payables at end of year | 2012-06-30 | $15,776 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $1,243,624 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $9,043,639 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $7,800,015 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Investment advisory and management fees | 2012-06-30 | $9,417 |
Value of interest in master investment trust accounts at end of year | 2012-06-30 | $9,059,415 |
Value of interest in master investment trust accounts at beginning of year | 2012-06-30 | $7,800,015 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $1,165,235 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $1,182,164 |
Contract administrator fees | 2012-06-30 | $20 |
Did the plan have assets held for investment | 2012-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | CLIFTONLARSON LLP |
Accountancy firm EIN | 2012-06-30 | 410746749 |
2011 : THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total income from all sources (including contributions) | 2011-06-30 | $3,470,319 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $1,405,081 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $1,362,615 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $2,085,418 |
Value of total assets at end of year | 2011-06-30 | $7,800,015 |
Value of total assets at beginning of year | 2011-06-30 | $5,734,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $42,466 |
Total interest from all sources | 2011-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Administrative expenses professional fees incurred | 2011-06-30 | $36,001 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $1,070,209 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $2,065,238 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $7,800,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $5,734,777 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Investment advisory and management fees | 2011-06-30 | $6,465 |
Value of interest in master investment trust accounts at end of year | 2011-06-30 | $7,800,015 |
Value of interest in master investment trust accounts at beginning of year | 2011-06-30 | $5,734,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $1,015,209 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $1,362,615 |
Contract administrator fees | 2011-06-30 | $0 |
Did the plan have assets held for investment | 2011-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | LARSONALLEN LLP |
Accountancy firm EIN | 2011-06-30 | 410746749 |
2018: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2018 form 5500 responses | ||
---|---|---|
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2010 form 5500 responses | ||
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: THE 403(B)(7) CUSTODIAL AGREEMENT FOR PIONEER HUMAN SERVICES 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |