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THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE GUIDANCE CENTER 403 (B) RETIREMENT PLAN
Plan identification number 003

THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • 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

THE GUIDANCE CENTER has sponsored the creation of one or more 401k plans.

Company Name:THE GUIDANCE CENTER
Employer identification number (EIN):951691017
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about THE GUIDANCE CENTER

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 805048
Legal Registered Office Address: ALLEN ROAD SOUTHGATE 48195


United States of America (USA)
13101

More information about THE GUIDANCE CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01AMANDA MACLENNAN
0032015-07-01AMANDA MACLENNAN
0032014-07-01AMANDA MACLENNAN
0032013-07-01TEDDY WU
0032012-07-01TEDDY WU
0032011-07-01TEDDY WU TEDDY WU2013-03-13
0032010-07-01TEDDY WU
0032009-07-01TEDDY WU
0032009-07-01TEDDY WU

Plan Statistics for THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN

401k plan membership statisitcs for THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN

Measure Date Value
2021: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01226
Total number of active participants reported on line 7a of the Form 55002021-07-01108
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01127
Total of all active and inactive participants2021-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01236
Number of participants with account balances2021-07-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0114
2020: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01233
Total number of active participants reported on line 7a of the Form 55002020-07-01123
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01102
Total of all active and inactive participants2020-07-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01226
Number of participants with account balances2020-07-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01290
Total number of active participants reported on line 7a of the Form 55002019-07-01141
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0190
Total of all active and inactive participants2019-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01233
Number of participants with account balances2019-07-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0115
2018: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01258
Total number of active participants reported on line 7a of the Form 55002018-07-01178
Number of retired or separated participants receiving benefits2018-07-0119
Number of other retired or separated participants entitled to future benefits2018-07-0193
Total of all active and inactive participants2018-07-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01290
Number of participants with account balances2018-07-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0132
2017: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01250
Total number of active participants reported on line 7a of the Form 55002017-07-01177
Number of retired or separated participants receiving benefits2017-07-013
Number of other retired or separated participants entitled to future benefits2017-07-0177
Total of all active and inactive participants2017-07-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01257
Number of participants with account balances2017-07-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0130
2016: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01212
Total number of active participants reported on line 7a of the Form 55002016-07-01163
Number of retired or separated participants receiving benefits2016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-0184
Total of all active and inactive participants2016-07-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01250
Number of participants with account balances2016-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-016
2015: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01206
Total number of active participants reported on line 7a of the Form 55002015-07-01150
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-0159
Total of all active and inactive participants2015-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01212
Number of participants with account balances2015-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0115
2014: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01220
Total number of active participants reported on line 7a of the Form 55002014-07-01134
Number of retired or separated participants receiving benefits2014-07-013
Number of other retired or separated participants entitled to future benefits2014-07-0169
Total of all active and inactive participants2014-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01206
Number of participants with account balances2014-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01223
Total number of active participants reported on line 7a of the Form 55002013-07-01130
Number of retired or separated participants receiving benefits2013-07-013
Number of other retired or separated participants entitled to future benefits2013-07-0186
Total of all active and inactive participants2013-07-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01219
Number of participants with account balances2013-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01216
Total number of active participants reported on line 7a of the Form 55002012-07-01136
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0186
Total of all active and inactive participants2012-07-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01223
Number of participants with account balances2012-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01190
Total number of active participants reported on line 7a of the Form 55002011-07-01136
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0180
Total of all active and inactive participants2011-07-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01216
Number of participants with account balances2011-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01194
Total number of active participants reported on line 7a of the Form 55002010-07-01113
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0177
Total of all active and inactive participants2010-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01190
Number of participants with account balances2010-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-017
2009: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01192
Total number of active participants reported on line 7a of the Form 55002009-07-01117
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0176
Total of all active and inactive participants2009-07-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01193
Number of participants with account balances2009-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN

Measure Date Value
2022 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-412,287
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$139,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$137,076
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$830,400
Value of total assets at end of year2022-06-30$9,168,529
Value of total assets at beginning of year2022-06-30$9,719,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,066
Total interest from all sources2022-06-30$3,515
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$523,244
Participant contributions at end of year2022-06-30$113,893
Participant contributions at beginning of year2022-06-30$80,421
Participant contributions at end of year2022-06-30$19,531
Participant contributions at beginning of year2022-06-30$45,484
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$27,758
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$2,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-551,429
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,168,529
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,719,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,414,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,016,291
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$3,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$553,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$499,284
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-1,246,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$279,398
Employer contributions (assets) at end of year2022-06-30$67,034
Employer contributions (assets) at beginning of year2022-06-30$78,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$137,076
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PDM, LLP
Accountancy firm EIN2022-06-30330783700
2021 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,086,196
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$466,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$463,692
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$940,861
Value of total assets at end of year2021-06-30$9,719,958
Value of total assets at beginning of year2021-06-30$7,099,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,357
Total interest from all sources2021-06-30$9,342
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$573,215
Participant contributions at end of year2021-06-30$80,421
Participant contributions at beginning of year2021-06-30$127,569
Participant contributions at end of year2021-06-30$45,484
Participant contributions at beginning of year2021-06-30$11,317
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$51,848
Other income not declared elsewhere2021-06-30$7
Administrative expenses (other) incurred2021-06-30$2,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,620,147
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,719,958
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,099,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,016,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,602,020
Interest on participant loans2021-06-30$4,993
Interest earned on other investments2021-06-30$4,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$499,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$299,593
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$2,135,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$315,798
Employer contributions (assets) at end of year2021-06-30$78,478
Employer contributions (assets) at beginning of year2021-06-30$59,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$463,692
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PDM, LLP
Accountancy firm EIN2021-06-30330783700
2020 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,056,731
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$499,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$459,649
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,083,569
Value of total assets at end of year2020-06-30$7,099,811
Value of total assets at beginning of year2020-06-30$6,542,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$39,657
Total interest from all sources2020-06-30$11,653
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$513,423
Participant contributions at end of year2020-06-30$127,569
Participant contributions at beginning of year2020-06-30$172,106
Participant contributions at end of year2020-06-30$11,317
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$262,191
Other income not declared elsewhere2020-06-30$17,292
Administrative expenses (other) incurred2020-06-30$39,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$557,425
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,099,811
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,542,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,602,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,611,165
Interest on participant loans2020-06-30$4,019
Interest earned on other investments2020-06-30$7,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$299,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$759,115
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$-55,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$307,955
Employer contributions (assets) at end of year2020-06-30$59,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$459,649
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PDM, LLP
Accountancy firm EIN2020-06-30330783700
2019 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,112,507
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$315,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$274,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$789,595
Value of total assets at end of year2019-06-30$6,542,386
Value of total assets at beginning of year2019-06-30$5,745,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$41,269
Total interest from all sources2019-06-30$23,083
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$260,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$260,429
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$523,183
Participant contributions at end of year2019-06-30$172,106
Participant contributions at beginning of year2019-06-30$150,299
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$18,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$797,159
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,542,386
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,745,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,611,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,891,551
Interest on participant loans2019-06-30$6,287
Interest earned on other investments2019-06-30$16,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$759,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$678,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$39,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$248,361
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$25,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$274,079
Contract administrator fees2019-06-30$41,269
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PDM, LLP
Accountancy firm EIN2019-06-30330783700
2018 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,483,108
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$726,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$672,994
Expenses. Certain deemed distributions of participant loans2018-06-30$17,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,207,519
Value of total assets at end of year2018-06-30$5,745,227
Value of total assets at beginning of year2018-06-30$4,988,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$35,844
Total interest from all sources2018-06-30$19,085
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$184,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$184,729
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$456,590
Participant contributions at end of year2018-06-30$150,299
Participant contributions at beginning of year2018-06-30$155,141
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$71,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$756,821
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,745,227
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,988,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,891,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,194,971
Interest on participant loans2018-06-30$5,943
Interest earned on other investments2018-06-30$13,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$678,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$638,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$71,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$679,338
Employer contributions (assets) at end of year2018-06-30$25,106
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$672,994
Contract administrator fees2018-06-30$35,844
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PDM, LLP
Accountancy firm EIN2018-06-30330783700
2017 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,101,756
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,722,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,688,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$670,781
Value of total assets at end of year2017-06-30$4,988,406
Value of total assets at beginning of year2017-06-30$5,609,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$33,623
Total interest from all sources2017-06-30$18,197
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$129,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$129,895
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$400,263
Participant contributions at end of year2017-06-30$155,141
Participant contributions at beginning of year2017-06-30$155,287
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$113,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-620,684
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,988,406
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,609,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,194,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,393,824
Interest on participant loans2017-06-30$4,405
Interest earned on other investments2017-06-30$13,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$638,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,036,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$282,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$157,436
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$23,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,688,817
Contract administrator fees2017-06-30$33,623
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PDM, LLP
Accountancy firm EIN2017-06-30330783700
2016 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$793,662
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$613,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$559,254
Expenses. Certain deemed distributions of participant loans2016-06-30$18,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$660,459
Value of total assets at end of year2016-06-30$5,609,090
Value of total assets at beginning of year2016-06-30$5,428,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$35,387
Total interest from all sources2016-06-30$16,554
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$226,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$226,490
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$414,130
Participant contributions at end of year2016-06-30$155,287
Participant contributions at beginning of year2016-06-30$168,893
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$95,599
Other income not declared elsewhere2016-06-30$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$180,438
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,609,090
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,428,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,393,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,638,722
Interest on participant loans2016-06-30$4,368
Interest earned on other investments2016-06-30$12,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,036,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$621,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-110,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$150,730
Employer contributions (assets) at end of year2016-06-30$23,390
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$559,254
Contract administrator fees2016-06-30$35,387
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PDM, LLP
Accountancy firm EIN2016-06-30330783700
2015 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$580,571
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$319,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$283,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$468,502
Value of total assets at end of year2015-06-30$5,428,652
Value of total assets at beginning of year2015-06-30$5,168,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$36,230
Total interest from all sources2015-06-30$14,472
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$164,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$164,104
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$397,954
Participant contributions at end of year2015-06-30$168,893
Participant contributions at beginning of year2015-06-30$142,774
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$8,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$260,612
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,428,652
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,168,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,638,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,413,291
Interest on participant loans2015-06-30$3,683
Interest earned on other investments2015-06-30$10,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$621,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$611,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-66,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$62,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$283,729
Contract administrator fees2015-06-30$36,230
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PDM, LLP
Accountancy firm EIN2015-06-30330783700
2014 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,134,169
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$271,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$236,668
Expenses. Certain deemed distributions of participant loans2014-06-30$2,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$537,451
Value of total assets at end of year2014-06-30$5,168,040
Value of total assets at beginning of year2014-06-30$4,305,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$32,356
Total interest from all sources2014-06-30$13,800
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$107,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$107,352
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$369,756
Participant contributions at end of year2014-06-30$142,774
Participant contributions at beginning of year2014-06-30$103,730
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$78,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$862,539
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,168,040
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,305,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,413,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,567,099
Interest on participant loans2014-06-30$2,057
Interest earned on other investments2014-06-30$11,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$611,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$634,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$475,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$89,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$236,668
Contract administrator fees2014-06-30$32,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PDM, LLP
Accountancy firm EIN2014-06-30330783700
2013 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$740,786
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$116,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$109,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$377,583
Value of total assets at end of year2013-06-30$4,305,501
Value of total assets at beginning of year2013-06-30$3,681,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$7,240
Total interest from all sources2013-06-30$19,473
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$15,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$15,624
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$295,868
Participant contributions at end of year2013-06-30$103,730
Participant contributions at beginning of year2013-06-30$124,012
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$2,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$623,803
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,305,501
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,681,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,567,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,044,401
Interest on participant loans2013-06-30$4,017
Interest earned on other investments2013-06-30$15,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$634,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$513,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$328,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$79,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$109,743
Contract administrator fees2013-06-30$7,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PDM, LLP
Accountancy firm EIN2013-06-30330783700
2012 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$357,946
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$30,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$29,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$359,796
Value of total assets at end of year2012-06-30$3,681,698
Value of total assets at beginning of year2012-06-30$3,353,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$25
Total interest from all sources2012-06-30$21,296
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$272,682
Participant contributions at end of year2012-06-30$124,012
Participant contributions at beginning of year2012-06-30$138,203
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$28,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$327,942
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,681,698
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,353,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,044,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,796,757
Interest earned on other investments2012-06-30$21,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$513,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$418,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-23,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$58,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$29,979
Contract administrator fees2012-06-30$25
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HOAG & ROBI INC
Accountancy firm EIN2012-06-30562345716
2011 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$979,831
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$409,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$407,933
Value of total corrective distributions2011-06-30$1,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$364,718
Value of total assets at end of year2011-06-30$3,353,756
Value of total assets at beginning of year2011-06-30$2,783,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$25
Total interest from all sources2011-06-30$20,193
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$261,159
Participant contributions at end of year2011-06-30$138,203
Participant contributions at beginning of year2011-06-30$85,065
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$23,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$570,524
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,353,756
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,783,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,796,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,301,317
Interest earned on other investments2011-06-30$20,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$418,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$396,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$594,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$80,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$407,933
Contract administrator fees2011-06-30$25
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HOAG & ROBI INC
Accountancy firm EIN2011-06-30562345716
2010 : THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN

2021: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE GUIDANCE CENTER 403 (B) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number248066I
Policy instance 1
Insurance contract or identification number248066I
Number of Individuals Covered236
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,720
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees20720
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30525
Policy instance 2
Insurance contract or identification numberCR30525
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $8
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
Commission paid to Insurance BrokerUSD $8
Amount paid for insurance broker fees0
Insurance broker organization code?4
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number248066I
Policy instance 1
Insurance contract or identification number248066I
Number of Individuals Covered226
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,720
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees20720
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893575+007
Policy instance 3
Insurance contract or identification number893575+007
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30525
Policy instance 2
Insurance contract or identification numberCR30525
Number of Individuals Covered1
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $114
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
Commission paid to Insurance BrokerUSD $114
Amount paid for insurance broker fees0
Insurance broker organization code?4
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number248066I
Policy instance 1
Insurance contract or identification number248066I
Number of Individuals Covered233
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30525
Policy instance 2
Insurance contract or identification numberCR30525
Number of Individuals Covered2
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $259
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
Commission paid to Insurance BrokerUSD $259
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893575+007
Policy instance 1
Insurance contract or identification number893575+007
Number of Individuals Covered127
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $2,128
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
Commission paid to Insurance BrokerUSD $2,128
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30525
Policy instance 2
Insurance contract or identification numberCR30525
Number of Individuals Covered10
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $298
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893575+007
Policy instance 1
Insurance contract or identification number893575+007
Number of Individuals Covered138
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,850
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30525, 892575
Policy instance 1
Insurance contract or identification numberCR30525, 892575
Number of Individuals Covered68
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,724
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
Commission paid to Insurance BrokerUSD $1,724
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30525, 892575
Policy instance 1
Insurance contract or identification numberCR30525, 892575
Number of Individuals Covered71
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,792
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
Commission paid to Insurance BrokerUSD $1,792
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30525, 892575
Policy instance 1
Insurance contract or identification numberCR30525, 892575
Number of Individuals Covered92
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $52,020
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
Commission paid to Insurance BrokerUSD $52,020
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30525, 892575
Policy instance 1
Insurance contract or identification numberCR30525, 892575
Number of Individuals Covered101
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $16,442
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
Commission paid to Insurance BrokerUSD $16,442
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30525
Policy instance 1
Insurance contract or identification numberCR30525
Number of Individuals Covered160
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $17,669
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30525
Policy instance 1
Insurance contract or identification numberCR30525
Number of Individuals Covered141
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $14,978
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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