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AVIVA CENTER MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameAVIVA CENTER MONEY PURCHASE PENSION PLAN
Plan identification number 001

AVIVA CENTER MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

HAMBURGER HOME DBA AVIVA FAMILY AND CHILDRENS SERVICES has sponsored the creation of one or more 401k plans.

Company Name:HAMBURGER HOME DBA AVIVA FAMILY AND CHILDRENS SERVICES
Employer identification number (EIN):951693616
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVIVA CENTER MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01THOMAS BERNAL
0012013-01-01THOMAS BERNAL
0012012-01-01THOMAS BERNAL
0012011-01-01THOMAS BERNAL
0012010-01-01THOMAS BERNAL
0012009-01-01THOMAS BERNAL
0012009-01-01THOMAS BERNAL THOMAS BERNAL2010-06-23
0012009-01-01THOMAS BERNAL THOMAS BERNAL2010-06-23

Plan Statistics for AVIVA CENTER MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for AVIVA CENTER MONEY PURCHASE PENSION PLAN

Measure Date Value
2016: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01224
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01211
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01221
Number of participants with account balances2015-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01225
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01206
Number of participants with account balances2014-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01225
Number of participants with account balances2013-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01164
Number of participants with account balances2012-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01108
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01133
Number of participants with account balances2011-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01104
Total number of active participants reported on line 7a of the Form 55002010-01-0182
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01110
Number of participants with account balances2010-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01107
Total number of active participants reported on line 7a of the Form 55002009-01-0178
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0197
Number of participants with account balances2009-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on AVIVA CENTER MONEY PURCHASE PENSION PLAN

Measure Date Value
2016 : AVIVA CENTER MONEY PURCHASE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$352
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$304,062
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,778,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,761,871
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$182,101
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$1,474,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,259
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$360
Administrative expenses professional fees incurred2016-12-31$12,550
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$203,982
Amount contributed by the employer to the plan for this plan year2016-12-31$203,982
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$352
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-1,474,068
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,474,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,159
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,448,581
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$25,839
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$121,601
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$182,101
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,761,871
Contract administrator fees2016-12-31$2,550
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2016-12-31300840934
2015 : AVIVA CENTER MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$290,714
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$197,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$196,561
Value of total corrective distributions2015-12-31$352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$346,038
Value of total assets at end of year2015-12-31$1,474,420
Value of total assets at beginning of year2015-12-31$1,380,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$155
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$206
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$334,358
Amount contributed by the employer to the plan for this plan year2015-12-31$334,358
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$93,646
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,474,068
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,380,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,448,581
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,341,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$25,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$26,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-55,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$334,711
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$12,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$196,561
Contract administrator fees2015-12-31$155
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2015-12-31300840934
2014 : AVIVA CENTER MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$314,838
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$125,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$123,108
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$269,914
Value of total assets at end of year2014-12-31$1,380,422
Value of total assets at beginning of year2014-12-31$1,190,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,079
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$269,914
Amount contributed by the employer to the plan for this plan year2014-12-31$269,914
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$189,651
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,380,422
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,190,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$1,341,340
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,140,723
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$26,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$50,048
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$44,924
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$269,914
Employer contributions (assets) at end of year2014-12-31$12,964
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$123,108
Contract administrator fees2014-12-31$2,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2014-12-31300840934
2013 : AVIVA CENTER MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$464,906
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$52,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$46,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$302,759
Value of total assets at end of year2013-12-31$1,190,771
Value of total assets at beginning of year2013-12-31$778,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,450
Total interest from all sources2013-12-31$648
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$302,759
Amount contributed by the employer to the plan for this plan year2013-12-31$302,759
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$412,256
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,190,771
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$778,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,140,723
Value of interest in pooled separate accounts at beginning of year2013-12-31$727,296
Interest earned on other investments2013-12-31$648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$50,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$51,219
Net investment gain/loss from pooled separate accounts2013-12-31$161,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$302,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$46,200
Contract administrator fees2013-12-31$6,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CNM LLP
Accountancy firm EIN2013-12-31651202484
2012 : AVIVA CENTER MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$287,132
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$43,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$252,075
Value of total assets at end of year2012-12-31$778,515
Value of total assets at beginning of year2012-12-31$535,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,575
Total interest from all sources2012-12-31$740
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$246,658
Amount contributed by the employer to the plan for this plan year2012-12-31$246,658
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$243,444
Value of net assets at end of year (total assets less liabilities)2012-12-31$778,515
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$535,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$535,071
Value of interest in pooled separate accounts at end of year2012-12-31$727,296
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$51,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$34,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$247,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,113
Contract administrator fees2012-12-31$14,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CNM LLP
Accountancy firm EIN2012-12-31651202484
2011 : AVIVA CENTER MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$200,142
Expenses. Total of all expenses incurred2011-12-31$17,306
Benefits paid (including direct rollovers)2011-12-31$13,925
Total plan assets at end of year2011-12-31$535,071
Total plan assets at beginning of year2011-12-31$352,235
Value of fidelity bond covering the plan2011-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$3,381
Other income received2011-12-31$-2,890
Net income (gross income less expenses)2011-12-31$182,836
Net plan assets at end of year (total assets less liabilities)2011-12-31$535,071
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$352,235
Total contributions received or receivable from employer(s)2011-12-31$203,032
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$192,072
Amount contributed by the employer to the plan for this plan year2011-12-31$192,072
2010 : AVIVA CENTER MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$146,508
Expenses. Total of all expenses incurred2010-12-31$14,739
Benefits paid (including direct rollovers)2010-12-31$14,718
Total plan assets at end of year2010-12-31$352,235
Total plan assets at beginning of year2010-12-31$220,466
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$21
Other income received2010-12-31$6,374
Net income (gross income less expenses)2010-12-31$131,769
Net plan assets at end of year (total assets less liabilities)2010-12-31$352,235
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$220,466
Total contributions received or receivable from employer(s)2010-12-31$140,134
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$147,453
Amount contributed by the employer to the plan for this plan year2010-12-31$147,453
2009 : AVIVA CENTER MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$114,534
Amount contributed by the employer to the plan for this plan year2009-12-31$114,534

Form 5500 Responses for AVIVA CENTER MONEY PURCHASE PENSION PLAN

2016: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AVIVA CENTER MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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