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SERVICES FOR THE UNDERSERVED 403(B) PLAN 401k Plan overview

Plan NameSERVICES FOR THE UNDERSERVED 403(B) PLAN
Plan identification number 003

SERVICES FOR THE UNDERSERVED 403(B) 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

SERVICES FOR THE UNDERSERVED has sponsored the creation of one or more 401k plans.

Company Name:SERVICES FOR THE UNDERSERVED
Employer identification number (EIN):911918247
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICES FOR THE UNDERSERVED 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01SHAWN CAMPBELL2019-10-14
0032017-01-01
0032016-01-01
0032015-01-01PERRY PERLMUTTER
0032014-01-01MIKE WHELAN
0032013-01-01MIKE WHELAN
0032012-01-01MIKE WHELAN
0032011-01-01MIKE WHELAN
0032010-01-01MIKE WHELAN
0032009-01-01MICHAEL WHELAN MICHAEL WHELAN2010-10-07
0032009-01-01MICHAEL WHELAN MICHAEL WHELAN2010-10-11
0032009-01-01MICHAEL WHELAN MICHAEL WHELAN2010-10-07
0032009-01-01MICHAEL WHELAN MICHAEL WHELAN2010-10-07

Plan Statistics for SERVICES FOR THE UNDERSERVED 403(B) PLAN

401k plan membership statisitcs for SERVICES FOR THE UNDERSERVED 403(B) PLAN

Measure Date Value
2022: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,896
Total number of active participants reported on line 7a of the Form 55002022-01-011,684
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01246
Total of all active and inactive participants2022-01-011,937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,943
Number of participants with account balances2022-01-011,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,976
Total number of active participants reported on line 7a of the Form 55002021-01-011,585
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01301
Total of all active and inactive participants2021-01-011,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-011,895
Number of participants with account balances2021-01-011,565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,094
Total number of active participants reported on line 7a of the Form 55002020-01-011,783
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01184
Total of all active and inactive participants2020-01-011,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-011,976
Number of participants with account balances2020-01-011,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,349
Total number of active participants reported on line 7a of the Form 55002019-01-011,932
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01158
Total of all active and inactive participants2019-01-012,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,094
Number of participants with account balances2019-01-011,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,182
Total number of active participants reported on line 7a of the Form 55002018-01-012,190
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01158
Total of all active and inactive participants2018-01-012,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,349
Number of participants with account balances2018-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,108
Total number of active participants reported on line 7a of the Form 55002017-01-012,037
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01144
Total of all active and inactive participants2017-01-012,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,182
Number of participants with account balances2017-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,511
Total number of active participants reported on line 7a of the Form 55002016-01-011,977
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01130
Total of all active and inactive participants2016-01-012,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,108
Number of participants with account balances2016-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,319
Total number of active participants reported on line 7a of the Form 55002015-01-011,379
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01131
Total of all active and inactive participants2015-01-011,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,511
Number of participants with account balances2015-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,073
Total number of active participants reported on line 7a of the Form 55002014-01-011,202
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01100
Total of all active and inactive participants2014-01-011,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,303
Number of participants with account balances2014-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01877
Total number of active participants reported on line 7a of the Form 55002013-01-01971
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-011,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,050
Number of participants with account balances2013-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01848
Total number of active participants reported on line 7a of the Form 55002012-01-01807
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01859
Number of participants with account balances2012-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01966
Total number of active participants reported on line 7a of the Form 55002011-01-01796
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01848
Number of participants with account balances2011-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01880
Total number of active participants reported on line 7a of the Form 55002010-01-01926
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01966
Number of participants with account balances2010-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01774
Total number of active participants reported on line 7a of the Form 55002009-01-01845
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01879
Number of participants with account balances2009-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SERVICES FOR THE UNDERSERVED 403(B) PLAN

Measure Date Value
2022 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$2,121,737
Total of all expenses incurred2022-12-31$2,540,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,494,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,168,585
Value of total assets at end of year2022-12-31$19,618,571
Value of total assets at beginning of year2022-12-31$20,036,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,994
Total interest from all sources2022-12-31$41,832
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$377,837
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$377,837
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,223,275
Participant contributions at end of year2022-12-31$909,289
Participant contributions at beginning of year2022-12-31$782,073
Participant contributions at end of year2022-12-31$161,630
Participant contributions at beginning of year2022-12-31$115
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$945,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$724
Administrative expenses (other) incurred2022-12-31$45,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-418,369
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,618,571
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,036,940
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$17,682,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,626,676
Interest on participant loans2022-12-31$30,897
Interest earned on other investments2022-12-31$10,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$863,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$627,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,466,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,494,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,800,222
Total of all expenses incurred2021-12-31$1,974,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,913,329
Expenses. Certain deemed distributions of participant loans2021-12-31$24,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,726,364
Value of total assets at end of year2021-12-31$20,036,940
Value of total assets at beginning of year2021-12-31$16,211,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,432
Total interest from all sources2021-12-31$41,072
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$338,793
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$338,793
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,490,820
Participant contributions at end of year2021-12-31$782,073
Participant contributions at beginning of year2021-12-31$709,831
Participant contributions at end of year2021-12-31$115
Participant contributions at beginning of year2021-12-31$121,779
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$235,544
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,187
Administrative expenses (other) incurred2021-12-31$36,432
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$3,825,770
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,036,940
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,211,170
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$18,626,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,769,571
Interest on participant loans2021-12-31$30,886
Interest earned on other investments2021-12-31$10,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$627,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$607,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,693,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,913,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,553,628
Total of all expenses incurred2020-12-31$2,234,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,149,333
Expenses. Certain deemed distributions of participant loans2020-12-31$55,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,534,743
Value of total assets at end of year2020-12-31$16,211,170
Value of total assets at beginning of year2020-12-31$12,891,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,944
Total interest from all sources2020-12-31$48,623
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$260,222
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$260,222
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,422,219
Participant contributions at end of year2020-12-31$709,831
Participant contributions at beginning of year2020-12-31$796,184
Participant contributions at end of year2020-12-31$121,779
Participant contributions at beginning of year2020-12-31$127,417
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$112,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,187
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,075
Administrative expenses (other) incurred2020-12-31$28,944
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$3,319,460
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,211,170
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,891,710
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$14,769,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,534,550
Interest on participant loans2020-12-31$37,805
Interest earned on other investments2020-12-31$10,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$607,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$431,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,710,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,149,333
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$568
Total income from all sources (including contributions)2019-12-31$4,956,516
Total income from all sources (including contributions)2019-12-31$4,956,516
Total of all expenses incurred2019-12-31$2,265,443
Total of all expenses incurred2019-12-31$2,265,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,112,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,112,552
Expenses. Certain deemed distributions of participant loans2019-12-31$114,230
Expenses. Certain deemed distributions of participant loans2019-12-31$114,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,934,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,934,644
Value of total assets at end of year2019-12-31$12,891,710
Value of total assets at end of year2019-12-31$12,891,710
Value of total assets at beginning of year2019-12-31$10,201,205
Value of total assets at beginning of year2019-12-31$10,201,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,661
Total interest from all sources2019-12-31$52,892
Total interest from all sources2019-12-31$52,892
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$256,199
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$256,199
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$256,199
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$256,199
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,767,972
Contributions received from participants2019-12-31$2,767,972
Participant contributions at end of year2019-12-31$796,184
Participant contributions at end of year2019-12-31$796,184
Participant contributions at beginning of year2019-12-31$655,542
Participant contributions at beginning of year2019-12-31$655,542
Participant contributions at end of year2019-12-31$127,417
Participant contributions at end of year2019-12-31$127,417
Participant contributions at beginning of year2019-12-31$326
Participant contributions at beginning of year2019-12-31$326
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$164,762
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$164,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$568
Administrative expenses (other) incurred2019-12-31$38,661
Administrative expenses (other) incurred2019-12-31$38,661
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
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$2,691,073
Value of net income/loss2019-12-31$2,691,073
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,891,710
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,891,710
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,200,637
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,200,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$11,534,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,534,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,055,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,055,322
Interest on participant loans2019-12-31$42,759
Interest on participant loans2019-12-31$42,759
Interest earned on other investments2019-12-31$10,133
Interest earned on other investments2019-12-31$10,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$431,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$431,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$490,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$490,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,712,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,712,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,910
Contributions received in cash from employer2019-12-31$1,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,112,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,112,552
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
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 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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,272,447
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,412,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,387,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,800,009
Value of total assets at end of year2018-12-31$10,201,205
Value of total assets at beginning of year2018-12-31$11,340,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,292
Total interest from all sources2018-12-31$41,461
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$348,523
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$348,523
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$4,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,764,933
Participant contributions at end of year2018-12-31$655,542
Participant contributions at beginning of year2018-12-31$563,952
Participant contributions at end of year2018-12-31$326
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,139,578
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,200,637
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,340,215
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$9,055,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,288,929
Interest on participant loans2018-12-31$32,306
Interest earned on other investments2018-12-31$9,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$490,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$487,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-917,546
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,387,733
Contract administrator fees2018-12-31$24,292
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,921,779
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$570,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$549,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,516,491
Value of total assets at end of year2017-12-31$11,340,215
Value of total assets at beginning of year2017-12-31$8,989,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,771
Total interest from all sources2017-12-31$36,946
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$319,716
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$319,716
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,413,887
Participant contributions at end of year2017-12-31$563,952
Participant contributions at beginning of year2017-12-31$539,031
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$102,604
Total non interest bearing cash at beginning of year2017-12-31$27,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,351,126
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,340,215
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,989,089
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$10,288,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,566,574
Interest on participant loans2017-12-31$26,086
Interest earned on other investments2017-12-31$10,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$487,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$856,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,048,626
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$549,882
Contract administrator fees2017-12-31$20,771
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,782,640
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$842,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$813,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,202,806
Value of total assets at end of year2016-12-31$8,989,089
Value of total assets at beginning of year2016-12-31$8,049,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,512
Total interest from all sources2016-12-31$34,761
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$246,668
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$246,668
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,145,512
Participant contributions at end of year2016-12-31$539,031
Participant contributions at beginning of year2016-12-31$498,950
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$57,294
Total non interest bearing cash at end of year2016-12-31$27,306
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$939,884
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,989,089
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,049,205
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$7,566,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,722,586
Interest on participant loans2016-12-31$22,358
Interest earned on other investments2016-12-31$12,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$856,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$827,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$298,405
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$813,244
Contract administrator fees2016-12-31$29,512
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 name2016-12-31BDO
Accountancy firm EIN2016-12-31135381592
2015 : SERVICES FOR THE UNDERSERVED 403(B) 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$1,125,921
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$861,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$845,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,136,745
Value of total assets at end of year2015-12-31$8,049,205
Value of total assets at beginning of year2015-12-31$7,785,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,750
Total interest from all sources2015-12-31$31,732
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,117,359
Participant contributions at end of year2015-12-31$498,950
Participant contributions at beginning of year2015-12-31$376,537
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,386
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$264,049
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,049,205
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,785,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,722,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,628,792
Interest on participant loans2015-12-31$17,990
Interest earned on other investments2015-12-31$13,742
Value of interest in common/collective trusts at beginning of year2015-12-31$779,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$827,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-42,556
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$845,122
Contract administrator fees2015-12-31$16,750
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : SERVICES FOR THE UNDERSERVED 403(B) 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$1,519,264
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$593,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$595,250
Expenses. Certain deemed distributions of participant loans2014-12-31$1,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,063,850
Value of total assets at end of year2014-12-31$7,785,156
Value of total assets at beginning of year2014-12-31$6,859,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-2,930
Total interest from all sources2014-12-31$14,328
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$997,633
Participant contributions at end of year2014-12-31$376,537
Participant contributions at beginning of year2014-12-31$340,390
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$66,217
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$925,923
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,785,156
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,859,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,628,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,845,200
Interest on participant loans2014-12-31$14,328
Value of interest in common/collective trusts at end of year2014-12-31$779,827
Value of interest in common/collective trusts at beginning of year2014-12-31$673,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$429,090
Net investment gain or loss from common/collective trusts2014-12-31$11,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$595,250
Contract administrator fees2014-12-31$-2,930
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,230
Total income from all sources (including contributions)2013-12-31$1,969,021
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$339,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$307,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,219,123
Value of total assets at end of year2013-12-31$6,859,233
Value of total assets at beginning of year2013-12-31$5,263,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,592
Total interest from all sources2013-12-31$10,985
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$173,301
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$173,301
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$917,588
Participant contributions at end of year2013-12-31$340,390
Participant contributions at beginning of year2013-12-31$228,038
Participant contributions at beginning of year2013-12-31$27,125
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$301,535
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$47,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,913
Liabilities. Value of operating payables at beginning of year2013-12-31$34,230
Total non interest bearing cash at beginning of year2013-12-31$3,062
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$1,629,487
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,859,233
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,229,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,845,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,240,697
Interest on participant loans2013-12-31$10,943
Value of interest in common/collective trusts at end of year2013-12-31$673,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$760,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$760,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$565,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$260,595
Contract administrator fees2013-12-31$31,592
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,885
Total income from all sources (including contributions)2012-12-31$1,354,769
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$289,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$260,671
Expenses. Certain deemed distributions of participant loans2012-12-31$19,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$935,696
Value of total assets at end of year2012-12-31$5,263,976
Value of total assets at beginning of year2012-12-31$4,167,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,904
Total interest from all sources2012-12-31$9,403
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$155,309
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$155,309
Administrative expenses professional fees incurred2012-12-31$8,904
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$837,409
Participant contributions at end of year2012-12-31$228,038
Participant contributions at beginning of year2012-12-31$214,583
Participant contributions at end of year2012-12-31$27,125
Participant contributions at beginning of year2012-12-31$42,075
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$98,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,913
Liabilities. Value of operating payables at end of year2012-12-31$34,230
Liabilities. Value of operating payables at beginning of year2012-12-31$2,885
Total non interest bearing cash at end of year2012-12-31$3,062
Total non interest bearing cash at beginning of year2012-12-31$3,996
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$1,065,460
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,229,746
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,164,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,240,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,255,091
Interest on participant loans2012-12-31$9,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$760,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$651,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$651,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$254,361
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$260,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$41,736
Total income from all sources (including contributions)2011-12-31$775,917
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$255,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$225,351
Expenses. Certain deemed distributions of participant loans2011-12-31$20,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$785,039
Value of total assets at end of year2011-12-31$4,167,171
Value of total assets at beginning of year2011-12-31$3,685,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,827
Total interest from all sources2011-12-31$8,388
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$110,670
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$110,670
Administrative expenses professional fees incurred2011-12-31$9,827
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$758,702
Participant contributions at end of year2011-12-31$214,583
Participant contributions at beginning of year2011-12-31$147,167
Participant contributions at end of year2011-12-31$42,075
Participant contributions at beginning of year2011-12-31$37,062
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,767
Liabilities. Value of operating payables at end of year2011-12-31$2,885
Liabilities. Value of operating payables at beginning of year2011-12-31$41,736
Total non interest bearing cash at end of year2011-12-31$3,996
Total non interest bearing cash at beginning of year2011-12-31$2,878
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$520,190
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,164,286
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,644,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,255,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,890,202
Interest on participant loans2011-12-31$8,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$651,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$606,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$606,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-128,180
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$225,351
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : SERVICES FOR THE UNDERSERVED 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$41,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,026,763
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$147,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$140,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$714,041
Value of total assets at end of year2010-12-31$3,685,832
Value of total assets at beginning of year2010-12-31$2,765,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,319
Total interest from all sources2010-12-31$4,367
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$102,639
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$102,639
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$704,596
Participant contributions at end of year2010-12-31$147,167
Participant contributions at beginning of year2010-12-31$45,254
Participant contributions at end of year2010-12-31$37,062
Participant contributions at beginning of year2010-12-31$26,219
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,767
Administrative expenses (other) incurred2010-12-31$7,319
Liabilities. Value of operating payables at end of year2010-12-31$41,736
Total non interest bearing cash at end of year2010-12-31$2,878
Total non interest bearing cash at beginning of year2010-12-31$124,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$878,992
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,644,096
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,765,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,890,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,569,158
Interest on participant loans2010-12-31$4,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$606,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$205,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$140,452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for SERVICES FOR THE UNDERSERVED 403(B) PLAN

2022: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SERVICES FOR THE UNDERSERVED 403(B) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SERVICES FOR THE UNDERSERVED 403(B) 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: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SERVICES FOR THE UNDERSERVED 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069908
Policy instance 1
Insurance contract or identification numberTA069908
Number of Individuals Covered1611
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069908
Policy instance 1
Insurance contract or identification numberTA069908
Number of Individuals Covered1565
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069908
Policy instance 1
Insurance contract or identification numberTA069908
Number of Individuals Covered1541
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-63233
Policy instance 1
Insurance contract or identification numberGA-63233
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-04-11
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069908
Policy instance 2
Insurance contract or identification numberTA069908
Number of Individuals Covered1548
Insurance policy start date2019-04-11
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-63233
Policy instance 1
Insurance contract or identification numberGA-63233
Number of Individuals Covered2349
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-63233
Policy instance 1
Insurance contract or identification numberGA-63233
Number of Individuals Covered2182
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-63233
Policy instance 1
Insurance contract or identification numberGA-63233
Number of Individuals Covered1511
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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