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THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTHE ARC OF SAN DIEGO 401(K) SAVINGS PLAN
Plan identification number 002

THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 ARC OF SAN DIEGO has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF SAN DIEGO
Employer identification number (EIN):951863913
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE ARC OF SAN DIEGO

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0275306

More information about THE ARC OF SAN DIEGO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHAD LYLE CHAD LYLE2018-10-02
0022016-01-01CHAD LYLE CHAD LYLE2017-10-06
0022015-01-01CHAD LYLE CHAD LYLE2016-10-06
0022014-01-01CHAD LYLE CHAD LYLE2016-10-06
0022014-01-01CHAD LYLE CHAD LYLE2015-10-07
0022013-01-01ANTHONY DESALIS ANTHONY DESALIS2014-10-10
0022012-01-01DAVID SCHNEIDER DAVID SCHNEIDER2013-10-14
0022011-01-01ANTHONY DESALIS ANTHONY DESALIS2012-10-15
0022009-01-01ANTHONY DESALIS ANTHONY DESALIS2010-10-14

Plan Statistics for THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN

401k plan membership statisitcs for THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN

Measure Date Value
2022: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01883
Total number of active participants reported on line 7a of the Form 55002022-01-01961
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01120
Total of all active and inactive participants2022-01-011,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,087
Number of participants with account balances2022-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01686
Total number of active participants reported on line 7a of the Form 55002021-01-01330
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0197
Total of all active and inactive participants2021-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01433
Number of participants with account balances2021-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01716
Total number of active participants reported on line 7a of the Form 55002020-01-01368
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01311
Total of all active and inactive participants2020-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01686
Number of participants with account balances2020-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01751
Total number of active participants reported on line 7a of the Form 55002019-01-01511
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01200
Total of all active and inactive participants2019-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01716
Number of participants with account balances2019-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01924
Total number of active participants reported on line 7a of the Form 55002018-01-01751
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01203
Total of all active and inactive participants2018-01-01954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01958
Number of participants with account balances2018-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01840
Total number of active participants reported on line 7a of the Form 55002017-01-01812
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01108
Total of all active and inactive participants2017-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01924
Number of participants with account balances2017-01-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01830
Total number of active participants reported on line 7a of the Form 55002016-01-01751
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0189
Total of all active and inactive participants2016-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01840
Number of participants with account balances2016-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01823
Total number of active participants reported on line 7a of the Form 55002015-01-01762
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01830
Number of participants with account balances2015-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01928
Total number of active participants reported on line 7a of the Form 55002014-01-01752
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0170
Total of all active and inactive participants2014-01-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01823
Number of participants with account balances2014-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01904
Total number of active participants reported on line 7a of the Form 55002013-01-01858
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01928
Number of participants with account balances2013-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01722
Total number of active participants reported on line 7a of the Form 55002012-01-01677
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01722
Number of participants with account balances2012-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01573
Total number of active participants reported on line 7a of the Form 55002011-01-01574
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01608
Number of participants with account balances2011-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01855
Total number of active participants reported on line 7a of the Form 55002009-01-01826
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0178
Total of all active and inactive participants2009-01-01904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01904
Number of participants with account balances2009-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN

Measure Date Value
2022 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-932,421
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$358,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$355,601
Expenses. Certain deemed distributions of participant loans2022-12-31$1,252
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$410,138
Value of total assets at end of year2022-12-31$7,623,388
Value of total assets at beginning of year2022-12-31$8,914,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,942
Total interest from all sources2022-12-31$3,875
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$332,963
Participant contributions at end of year2022-12-31$43,551
Participant contributions at beginning of year2022-12-31$71,752
Participant contributions at end of year2022-12-31$14,934
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,827
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,291,216
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,623,388
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,914,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,048,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,314,302
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$2,549
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$1,326
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$512,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$528,550
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,346,434
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$46,348
Employer contributions (assets) at end of year2022-12-31$4,176
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$355,601
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEAF & COLE, LLP
Accountancy firm EIN2022-12-31952076568
2021 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,484,379
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$978,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$946,809
Expenses. Certain deemed distributions of participant loans2021-12-31$28,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$301,400
Value of total assets at end of year2021-12-31$8,914,604
Value of total assets at beginning of year2021-12-31$8,408,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,260
Total interest from all sources2021-12-31$10,126
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$298,968
Participant contributions at end of year2021-12-31$71,752
Participant contributions at beginning of year2021-12-31$144,261
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,432
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$3,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$506,305
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,914,604
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,408,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,314,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,743,492
Interest on participant loans2021-12-31$4,946
Interest earned on other investments2021-12-31$5,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$528,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$520,546
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,172,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$946,809
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEAF & COLE, LLP
Accountancy firm EIN2021-12-31952076568
2020 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,209,546
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$389,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$384,146
Expenses. Certain deemed distributions of participant loans2020-12-31$1,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$331,687
Value of total assets at end of year2020-12-31$8,408,299
Value of total assets at beginning of year2020-12-31$7,588,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,986
Total interest from all sources2020-12-31$12,105
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$318,803
Participant contributions at end of year2020-12-31$144,261
Participant contributions at beginning of year2020-12-31$159,043
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,884
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$819,983
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,408,299
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,588,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,743,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,894,721
Interest on participant loans2020-12-31$6,866
Interest earned on other investments2020-12-31$5,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$520,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$534,552
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$865,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$384,146
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LEAF AND COLE, LLP
Accountancy firm EIN2020-12-31952076568
2019 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,588,144
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$341,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$335,692
Expenses. Certain deemed distributions of participant loans2019-12-31$1,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$376,936
Value of total assets at end of year2019-12-31$7,588,316
Value of total assets at beginning of year2019-12-31$6,341,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,085
Total interest from all sources2019-12-31$17,068
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$371,455
Participant contributions at end of year2019-12-31$159,043
Participant contributions at beginning of year2019-12-31$169,981
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,481
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$4,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,246,383
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,588,316
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,341,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,894,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,629,419
Interest on participant loans2019-12-31$7,553
Interest earned on other investments2019-12-31$9,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$534,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$538,495
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,194,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at beginning of year2019-12-31$4,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$335,692
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LEAF & COLE, LLP
Accountancy firm EIN2019-12-31952076568
2018 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$40,767
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$549,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$543,383
Expenses. Certain deemed distributions of participant loans2018-12-31$4,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$414,270
Value of total assets at end of year2018-12-31$6,341,933
Value of total assets at beginning of year2018-12-31$6,850,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$714
Total interest from all sources2018-12-31$12,892
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$405,616
Participant contributions at end of year2018-12-31$169,981
Participant contributions at beginning of year2018-12-31$178,517
Participant contributions at end of year2018-12-31$4,038
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,654
Other income not declared elsewhere2018-12-31$8
Administrative expenses (other) incurred2018-12-31$714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-508,248
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,341,933
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,850,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,629,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,070,436
Interest on participant loans2018-12-31$7,429
Interest earned on other investments2018-12-31$5,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$538,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$601,228
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-386,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$543,383
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LEAF + COLE, LLP
Accountancy firm EIN2018-12-31952076568
2017 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,221,270
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$386,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$376,267
Expenses. Certain deemed distributions of participant loans2017-12-31$5,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$441,660
Value of total assets at end of year2017-12-31$6,850,181
Value of total assets at beginning of year2017-12-31$6,015,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,568
Total interest from all sources2017-12-31$12,901
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$439,960
Participant contributions at end of year2017-12-31$178,517
Participant contributions at beginning of year2017-12-31$168,574
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,700
Other income not declared elsewhere2017-12-31$17
Administrative expenses (other) incurred2017-12-31$4,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$834,766
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,850,181
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,015,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,070,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,279,716
Interest on participant loans2017-12-31$6,714
Interest earned on other investments2017-12-31$6,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$601,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$567,125
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$766,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$376,267
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LEAF & COLE, LLP
Accountancy firm EIN2017-12-31952076568
2016 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,016,705
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$220,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$212,532
Expenses. Certain deemed distributions of participant loans2016-12-31$3,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$580,468
Value of total assets at end of year2016-12-31$6,015,415
Value of total assets at beginning of year2016-12-31$5,219,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,413
Total interest from all sources2016-12-31$11,465
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$443,910
Participant contributions at end of year2016-12-31$168,574
Participant contributions at beginning of year2016-12-31$151,098
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$136,558
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$4,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$795,902
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,015,415
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,219,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,279,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,499,694
Interest on participant loans2016-12-31$5,911
Interest earned on other investments2016-12-31$5,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$567,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$568,721
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$424,772
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$212,532
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LEAF & COLE, LLP
Accountancy firm EIN2016-12-31952076568
2015 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$654,460
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$195,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$189,812
Expenses. Certain deemed distributions of participant loans2015-12-31$3,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$685,190
Value of total assets at end of year2015-12-31$5,219,513
Value of total assets at beginning of year2015-12-31$4,760,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,939
Total interest from all sources2015-12-31$11,686
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$469,021
Participant contributions at end of year2015-12-31$151,098
Participant contributions at beginning of year2015-12-31$187,140
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$216,169
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$458,787
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,219,513
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,760,726
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$4,499,694
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,048,123
Interest on participant loans2015-12-31$6,284
Interest earned on other investments2015-12-31$5,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$568,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$525,463
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-42,416
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$189,812
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 name2015-12-31LEAF & COLE, LLP
Accountancy firm EIN2015-12-31952076568
2014 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$746,969
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$397,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$395,286
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$481,332
Value of total assets at end of year2014-12-31$4,760,726
Value of total assets at beginning of year2014-12-31$4,410,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,894
Total interest from all sources2014-12-31$14,475
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$463,630
Participant contributions at end of year2014-12-31$187,140
Participant contributions at beginning of year2014-12-31$249,019
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,702
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$349,789
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,760,726
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,410,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,048,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,479,054
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$992,275
Interest on participant loans2014-12-31$9,182
Interest earned on other investments2014-12-31$5,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$525,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$690,589
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$251,162
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$395,286
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
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 name2014-12-31LEAF & COLE, LLP
Accountancy firm EIN2014-12-31952076568
2013 : THE ARC OF SAN DIEGO 401(K) SAVINGS 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$1,092,892
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$292,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$292,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$565,607
Value of total assets at end of year2013-12-31$4,410,937
Value of total assets at beginning of year2013-12-31$3,610,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$21,638
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$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$462,003
Participant contributions at end of year2013-12-31$249,019
Participant contributions at beginning of year2013-12-31$172,496
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,013
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$799,948
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,410,937
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,610,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$3,471,329
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,805,336
Interest on participant loans2013-12-31$9,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$690,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$633,157
Net investment gain/loss from pooled separate accounts2013-12-31$505,647
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$81,591
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$292,944
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 name2013-12-31LEAF & COLE, LLP
Accountancy firm EIN2013-12-31952076568
2012 : THE ARC OF SAN DIEGO 401(K) SAVINGS 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$782,749
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$285,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$285,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$534,828
Value of total assets at end of year2012-12-31$3,610,989
Value of total assets at beginning of year2012-12-31$3,113,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$10,106
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$575,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$387,485
Participant contributions at end of year2012-12-31$172,496
Participant contributions at beginning of year2012-12-31$168,519
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$15,167
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,931
Other income not declared elsewhere2012-12-31$2,332
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$497,650
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,610,989
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,113,339
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$358,480
Value of interest in pooled separate accounts at end of year2012-12-31$2,805,336
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,991,739
Interest on participant loans2012-12-31$8,004
Value of interest in common/collective trusts at beginning of year2012-12-31$394,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$633,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$179,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,675
Net investment gain/loss from pooled separate accounts2012-12-31$214,357
Net investment gain or loss from common/collective trusts2012-12-31$451
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$130,412
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$6,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$285,099
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$514,297
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$285,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$251,162
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$476,348
Value of total assets at end of year2011-12-31$3,113,339
Value of total assets at beginning of year2011-12-31$2,884,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,036
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$10,259
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,368
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$575,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$353,210
Participant contributions at end of year2011-12-31$168,519
Participant contributions at beginning of year2011-12-31$120,984
Participant contributions at end of year2011-12-31$15,167
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$285
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,001
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$229,099
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,113,339
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,884,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$358,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$327,780
Value of interest in pooled separate accounts at end of year2011-12-31$1,991,739
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,875,039
Interest on participant loans2011-12-31$6,327
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$3,932
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$394,059
Value of interest in common/collective trusts at beginning of year2011-12-31$291,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$179,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$269,254
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-188
Net investment gain/loss from pooled separate accounts2011-12-31$10,814
Net investment gain or loss from common/collective trusts2011-12-31$9,695
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$122,238
Employer contributions (assets) at end of year2011-12-31$6,025
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$250,877
Contract administrator fees2011-12-31$34,036
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOSS ADAMS
Accountancy firm EIN2011-12-31910189318
2010 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$753,946
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$691,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$661,220
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$435,513
Value of total assets at end of year2010-12-31$2,884,240
Value of total assets at beginning of year2010-12-31$2,822,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,516
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$12,326
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,259
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$575,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$328,806
Participant contributions at end of year2010-12-31$120,984
Participant contributions at beginning of year2010-12-31$131,327
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$14,815
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,388
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$2,215
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$62,210
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,884,240
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,822,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$327,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$1,875,039
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,308,767
Interest on participant loans2010-12-31$6,333
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$5,993
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$291,183
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$269,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$365,864
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$36,318
Net investment gain/loss from pooled separate accounts2010-12-31$256,452
Net investment gain or loss from common/collective trusts2010-12-31$7,863
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$105,319
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$1,257
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$661,220
Contract administrator fees2010-12-31$30,516
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318
2009 : THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN

2022: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: THE ARC OF SAN DIEGO 401(K) SAVINGS 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
2014: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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
2013: THE ARC OF SAN DIEGO 401(K) SAVINGS 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: THE ARC OF SAN DIEGO 401(K) SAVINGS 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
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE ARC OF SAN DIEGO 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017560B
Policy instance 1
Insurance contract or identification number017560B
Number of Individuals Covered961
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,408
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 fees1408
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017560B
Policy instance 1
Insurance contract or identification number017560B
Number of Individuals Covered433
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,452
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 fees1452
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017560B
Policy instance 1
Insurance contract or identification number017560B
Number of Individuals Covered686
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,452
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 fees1452
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017560B
Policy instance 1
Insurance contract or identification number017560B
Number of Individuals Covered716
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,295
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 fees2295
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017560B
Policy instance 1
Insurance contract or identification number017560B
Number of Individuals Covered752
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,192
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 fees3192
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017560B
Policy instance 1
Insurance contract or identification number017560B
Number of Individuals Covered924
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,243
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 fees2243
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN DIEGO REGIONAL OFFICE

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