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MERCY CORPS 403B PLAN 401k Plan overview

Plan NameMERCY CORPS 403B PLAN
Plan identification number 001

MERCY CORPS 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MERCY CORPS has sponsored the creation of one or more 401k plans.

Company Name:MERCY CORPS
Employer identification number (EIN):911148123
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about MERCY CORPS

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1981-07-01
Company Identification Number: 601139571
Legal Registered Office Address: 2015 33RD ST

EVERETT
United States of America (USA)
982014416

More information about MERCY CORPS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCY CORPS 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JESSICA CARL
0012016-01-01JESSICA CARL
0012015-01-01JESSICA CARL JESSICA CARL2016-10-14
0012014-01-01JESSICA CARL
0012013-01-01JESSICA CARL
0012012-01-01JESSICA CARL
0012011-01-01JESSICA CARL
0012009-01-01JESSICA CARL

Plan Statistics for MERCY CORPS 403B PLAN

401k plan membership statisitcs for MERCY CORPS 403B PLAN

Measure Date Value
2022: MERCY CORPS 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01770
Total number of active participants reported on line 7a of the Form 55002022-01-01451
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01337
Total of all active and inactive participants2022-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01792
Number of participants with account balances2022-01-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MERCY CORPS 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01771
Total number of active participants reported on line 7a of the Form 55002021-01-01440
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01325
Total of all active and inactive participants2021-01-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01770
Number of participants with account balances2021-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MERCY CORPS 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01745
Total number of active participants reported on line 7a of the Form 55002020-01-01463
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01305
Total of all active and inactive participants2020-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01771
Number of participants with account balances2020-01-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MERCY CORPS 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01774
Total number of active participants reported on line 7a of the Form 55002019-01-01436
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01303
Total of all active and inactive participants2019-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01745
Number of participants with account balances2019-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MERCY CORPS 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01746
Total number of active participants reported on line 7a of the Form 55002018-01-01477
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01294
Total of all active and inactive participants2018-01-01772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01773
Number of participants with account balances2018-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MERCY CORPS 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01698
Total number of active participants reported on line 7a of the Form 55002017-01-01440
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01291
Total of all active and inactive participants2017-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01734
Number of participants with account balances2017-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MERCY CORPS 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01715
Total number of active participants reported on line 7a of the Form 55002016-01-01407
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01288
Total of all active and inactive participants2016-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01696
Number of participants with account balances2016-01-01639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MERCY CORPS 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01688
Total number of active participants reported on line 7a of the Form 55002015-01-01422
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01293
Total of all active and inactive participants2015-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01715
Number of participants with account balances2015-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MERCY CORPS 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01640
Total number of active participants reported on line 7a of the Form 55002014-01-01411
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01269
Total of all active and inactive participants2014-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01680
Number of participants with account balances2014-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MERCY CORPS 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01600
Total number of active participants reported on line 7a of the Form 55002013-01-01378
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01260
Total of all active and inactive participants2013-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01638
Number of participants with account balances2013-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERCY CORPS 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01593
Total number of active participants reported on line 7a of the Form 55002012-01-01337
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01246
Total of all active and inactive participants2012-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01583
Number of participants with account balances2012-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MERCY CORPS 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01559
Total number of active participants reported on line 7a of the Form 55002011-01-01341
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01239
Total of all active and inactive participants2011-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01581
Number of participants with account balances2011-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MERCY CORPS 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01548
Total number of active participants reported on line 7a of the Form 55002009-01-01291
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01234
Total of all active and inactive participants2009-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01526
Number of participants with account balances2009-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MERCY CORPS 403B PLAN

Measure Date Value
2022 : MERCY CORPS 403B PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,552,265
Total of all expenses incurred2022-12-31$5,210,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,110,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,935,214
Value of total assets at end of year2022-12-31$48,114,994
Value of total assets at beginning of year2022-12-31$56,877,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,080
Total interest from all sources2022-12-31$10,832
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$988,153
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$988,153
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$3,749,863
Participant contributions at end of year2022-12-31$212,201
Participant contributions at beginning of year2022-12-31$252,251
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$223,684
Administrative expenses (other) incurred2022-12-31$100,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,762,842
Value of net assets at end of year (total assets less liabilities)2022-12-31$48,114,994
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$56,877,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,902,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,625,585
Interest on participant loans2022-12-31$10,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,486,464
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,961,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,110,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2022-12-31930928924
2021 : MERCY CORPS 403B PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$12,308,957
Total of all expenses incurred2021-12-31$5,603,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,495,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,680,836
Value of total assets at end of year2021-12-31$56,877,836
Value of total assets at beginning of year2021-12-31$50,172,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$107,908
Total interest from all sources2021-12-31$12,132
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$971,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$971,288
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$3,682,931
Participant contributions at end of year2021-12-31$252,251
Participant contributions at beginning of year2021-12-31$253,768
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,086
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$158,199
Administrative expenses (other) incurred2021-12-31$107,908
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$6,705,514
Value of net assets at end of year (total assets less liabilities)2021-12-31$56,877,836
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,172,322
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$56,625,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$49,915,309
Interest on participant loans2021-12-31$12,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,644,701
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,839,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,495,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2021-12-31930928924
2020 : MERCY CORPS 403B PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$10,632,284
Total of all expenses incurred2020-12-31$5,589,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,502,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,157,217
Value of total assets at end of year2020-12-31$50,172,322
Value of total assets at beginning of year2020-12-31$45,129,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,438
Total interest from all sources2020-12-31$14,359
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$892,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$892,374
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$3,251,251
Participant contributions at end of year2020-12-31$253,768
Participant contributions at beginning of year2020-12-31$190,144
Participant contributions at end of year2020-12-31$1,086
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$332,335
Administrative expenses (other) incurred2020-12-31$86,438
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$5,042,903
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,172,322
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,129,419
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$49,915,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,939,275
Interest on participant loans2020-12-31$14,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,568,334
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$573,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,502,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2020-12-31930928924
2019 : MERCY CORPS 403B PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$13,085,096
Total of all expenses incurred2019-12-31$4,426,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,327,971
Value of total corrective distributions2019-12-31$113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,125,821
Value of total assets at end of year2019-12-31$45,129,419
Value of total assets at beginning of year2019-12-31$36,471,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,645
Total interest from all sources2019-12-31$9,176
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,001,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,001,969
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$2,799,801
Participant contributions at end of year2019-12-31$190,144
Participant contributions at beginning of year2019-12-31$162,876
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$501,003
Administrative expenses (other) incurred2019-12-31$98,645
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$8,658,367
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,129,419
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,471,052
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$44,939,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,308,176
Interest on participant loans2019-12-31$9,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,948,130
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$1,825,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,327,971
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2019-12-31930928924
2018 : MERCY CORPS 403B PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,290,459
Total of all expenses incurred2018-12-31$2,049,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,961,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,648,424
Value of total assets at end of year2018-12-31$36,471,052
Value of total assets at beginning of year2018-12-31$36,230,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$88,140
Total interest from all sources2018-12-31$9,821
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$887,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$887,044
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$2,263,821
Participant contributions at end of year2018-12-31$162,876
Participant contributions at beginning of year2018-12-31$143,862
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$649,124
Administrative expenses (other) incurred2018-12-31$88,140
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$240,565
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,471,052
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,230,487
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$36,308,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,086,625
Interest on participant loans2018-12-31$9,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,254,830
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,735,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,961,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2018-12-31930928924
2017 : MERCY CORPS 403B PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$9,153,988
Total of all expenses incurred2017-12-31$3,445,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,371,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,848,070
Value of total assets at end of year2017-12-31$36,230,487
Value of total assets at beginning of year2017-12-31$30,521,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,221
Total interest from all sources2017-12-31$6,550
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$687,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$687,779
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,997,845
Participant contributions at end of year2017-12-31$143,862
Participant contributions at beginning of year2017-12-31$171,849
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$270,439
Administrative expenses (other) incurred2017-12-31$73,221
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,708,968
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,230,487
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,521,519
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$36,086,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,348,779
Interest on participant loans2017-12-31$6,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,611,589
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$1,579,786
Employer contributions (assets) at beginning of year2017-12-31$891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,371,799
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2017-12-31930928924
2016 : MERCY CORPS 403B PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,428,273
Total of all expenses incurred2016-12-31$1,966,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,900,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,484,648
Value of total assets at end of year2016-12-31$30,521,519
Value of total assets at beginning of year2016-12-31$27,059,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$66,138
Total interest from all sources2016-12-31$5,654
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$916,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$916,485
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 period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,833,876
Participant contributions at end of year2016-12-31$171,849
Participant contributions at beginning of year2016-12-31$135,935
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$24,350
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$146,681
Other income not declared elsewhere2016-12-31$15,370
Administrative expenses (other) incurred2016-12-31$66,138
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$4,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,461,992
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,521,519
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,059,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,348,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,636,554
Interest on participant loans2016-12-31$5,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$257,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$257,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,006,116
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,504,091
Employer contributions (assets) at end of year2016-12-31$891
Employer contributions (assets) at beginning of year2016-12-31$586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,900,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31PERKINS & COMPANY P.C.
Accountancy firm EIN2016-12-31930928924
2015 : MERCY CORPS 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,061,701
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,152,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,059,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,401,412
Value of total assets at end of year2015-12-31$27,059,527
Value of total assets at beginning of year2015-12-31$25,150,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$92,984
Total interest from all sources2015-12-31$4,752
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$822,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$822,218
Administrative expenses professional fees incurred2015-12-31$1,633
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,651,621
Participant contributions at end of year2015-12-31$135,935
Participant contributions at beginning of year2015-12-31$107,275
Participant contributions at end of year2015-12-31$24,350
Participant contributions at beginning of year2015-12-31$2,784
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$344,666
Other income not declared elsewhere2015-12-31$29,245
Administrative expenses (other) incurred2015-12-31$11,350
Total non interest bearing cash at end of year2015-12-31$4,287
Total non interest bearing cash at beginning of year2015-12-31$5,630
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$1,908,752
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,059,527
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,150,775
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$38,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,636,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,895,027
Interest on participant loans2015-12-31$4,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$257,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$137,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$137,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,195,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,405,125
Employer contributions (assets) at end of year2015-12-31$586
Employer contributions (assets) at beginning of year2015-12-31$2,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,059,965
Contract administrator fees2015-12-31$41,245
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 name2015-12-31PERKINGS AND COMPANY
Accountancy firm EIN2015-12-31930928924
2014 : MERCY CORPS 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,320,969
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,969,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,883,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,912,699
Value of total assets at end of year2014-12-31$25,150,775
Value of total assets at beginning of year2014-12-31$22,799,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$86,573
Total interest from all sources2014-12-31$3,693
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,131,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,131,107
Administrative expenses professional fees incurred2014-12-31$880
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,465,025
Participant contributions at end of year2014-12-31$107,275
Participant contributions at beginning of year2014-12-31$46,030
Participant contributions at end of year2014-12-31$2,784
Participant contributions at beginning of year2014-12-31$1,444
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$181,623
Other income not declared elsewhere2014-12-31$29,953
Administrative expenses (other) incurred2014-12-31$10,467
Total non interest bearing cash at end of year2014-12-31$5,630
Total non interest bearing cash at beginning of year2014-12-31$6,761
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$2,351,298
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,150,775
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,799,477
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$26,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,895,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,740,739
Interest on participant loans2014-12-31$3,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$137,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$243,517
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,266,051
Employer contributions (assets) at end of year2014-12-31$2,690
Employer contributions (assets) at beginning of year2014-12-31$4,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,883,098
Contract administrator fees2014-12-31$48,731
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 name2014-12-31PERKINS AND COMPANY
Accountancy firm EIN2014-12-31930928924
2013 : MERCY CORPS 403B PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,053,447
Total of all expenses incurred2013-12-31$902,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$830,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,645,802
Value of total assets at end of year2013-12-31$22,799,477
Value of total assets at beginning of year2013-12-31$17,648,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$72,354
Total interest from all sources2013-12-31$2,856
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$731,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$731,191
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$1,433,465
Participant contributions at end of year2013-12-31$46,030
Participant contributions at beginning of year2013-12-31$72,264
Participant contributions at end of year2013-12-31$1,444
Participant contributions at beginning of year2013-12-31$22,500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$29,822
Other income not declared elsewhere2013-12-31$33,290
Administrative expenses (other) incurred2013-12-31$10,670
Total non interest bearing cash at end of year2013-12-31$6,761
Total non interest bearing cash at beginning of year2013-12-31$6,404
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$5,150,793
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,799,477
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,648,684
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$29,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,740,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,547,048
Interest on participant loans2013-12-31$2,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,640,308
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,182,515
Employer contributions (assets) at end of year2013-12-31$4,503
Employer contributions (assets) at beginning of year2013-12-31$468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$830,300
Contract administrator fees2013-12-31$32,617
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 name2013-12-31PERKINS AND COMPANY
Accountancy firm EIN2013-12-31930928924
2012 : MERCY CORPS 403B PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$158
Total income from all sources (including contributions)2012-12-31$4,395,888
Total of all expenses incurred2012-12-31$1,104,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,043,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,508,378
Value of total assets at end of year2012-12-31$17,648,684
Value of total assets at beginning of year2012-12-31$14,357,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$60,739
Total interest from all sources2012-12-31$3,842
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$565,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$565,762
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$1,295,339
Participant contributions at end of year2012-12-31$72,264
Participant contributions at beginning of year2012-12-31$105,852
Participant contributions at end of year2012-12-31$22,500
Participant contributions at beginning of year2012-12-31$852
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$113,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$158
Other income not declared elsewhere2012-12-31$30,162
Administrative expenses (other) incurred2012-12-31$8,860
Total non interest bearing cash at end of year2012-12-31$6,404
Total non interest bearing cash at beginning of year2012-12-31$1,023
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$3,291,357
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,648,684
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,357,327
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$23,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,547,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,249,758
Interest on participant loans2012-12-31$3,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,287,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,099,158
Employer contributions (assets) at end of year2012-12-31$468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,043,792
Contract administrator fees2012-12-31$28,376
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 name2012-12-31PERKINS & CO
Accountancy firm EIN2012-12-31930928924
2011 : MERCY CORPS 403B PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,589
Total income from all sources (including contributions)2011-12-31$2,095,358
Total of all expenses incurred2011-12-31$539,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$488,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,194,037
Value of total assets at end of year2011-12-31$14,357,485
Value of total assets at beginning of year2011-12-31$12,813,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$51,423
Total interest from all sources2011-12-31$4,895
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$499,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$499,294
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$1,105,669
Participant contributions at end of year2011-12-31$105,852
Participant contributions at beginning of year2011-12-31$109,216
Participant contributions at end of year2011-12-31$852
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$61,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$11,589
Other income not declared elsewhere2011-12-31$27,027
Administrative expenses (other) incurred2011-12-31$69
Total non interest bearing cash at end of year2011-12-31$1,023
Total non interest bearing cash at beginning of year2011-12-31$9,583
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$1,555,567
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,357,327
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,801,760
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$19,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,249,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,694,550
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$4,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-629,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,027,114
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$488,368
Contract administrator fees2011-12-31$31,413
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 name2011-12-31PERKINS & CO
Accountancy firm EIN2011-12-31930928924
2010 : MERCY CORPS 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,489,065
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,140,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,096,367
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,048,939
Value of total assets at end of year2010-12-31$12,813,349
Value of total assets at beginning of year2010-12-31$10,453,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,246
Total interest from all sources2010-12-31$3,483
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$320,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$320,831
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$848,024
Participant contributions at end of year2010-12-31$109,216
Participant contributions at beginning of year2010-12-31$57,968
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$45,197
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$843
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$295,319
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$93
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$11,589
Other income not declared elsewhere2010-12-31$2,950
Administrative expenses (other) incurred2010-12-31$10
Total non interest bearing cash at end of year2010-12-31$9,583
Total non interest bearing cash at beginning of year2010-12-31$8,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$2,348,452
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,801,760
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,453,308
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$15,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,694,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,257,020
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$35,232
Interest on participant loans2010-12-31$3,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,112,862
Net investment gain/loss from pooled separate accounts2010-12-31$2,950
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$905,596
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$48,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,096,274
Contract administrator fees2010-12-31$28,279
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 name2010-12-31PERKINS & CO
Accountancy firm EIN2010-12-31930928924

Form 5500 Responses for MERCY CORPS 403B PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0000MERC02OR00R
Policy instance 1
Insurance contract or identification number0000MERC02OR00R
Number of Individuals Covered0
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $84
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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