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COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 401k Plan overview

Plan NameCOMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN
Plan identification number 001

COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

COMMUNITY ACTION PARTNERSHIP OF KERN has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION PARTNERSHIP OF KERN
Employer identification number (EIN):952402760
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COMMUNITY ACTION PARTNERSHIP OF KERN

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0490460

More information about COMMUNITY ACTION PARTNERSHIP OF KERN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01TRACY WEBSTER2023-11-05
0012021-03-01TRACY WEBSTER2022-11-30
0012020-03-01TRACY WEBSTER2021-11-15
0012019-03-01TRACY WEBSTER2020-11-05
0012018-03-01TRACY WEBSTER2019-12-08
0012017-03-01TRACY WEBSTER TRACY WEBSTER2018-12-19
0012016-03-01CHRISTINE ANAMI CHRISTINE ANAMI2017-12-08
0012015-03-01CHRISTINE ANAMI CHRISTINE ANAMI2016-12-06
0012015-03-01CHRISTINE ANAMI CHRISTINE ANAMI2017-01-13
0012014-03-01CHRISTINE ANAMI CHRISTINE ANAMI2017-01-13
0012014-03-01CHRISTINE ANAMI CHRISTINE ANAMI2015-12-14
0012013-03-01CHRISTINE ANAMI CHRISTINE ANAMI2014-12-15
0012012-03-01CHRISTINE ANAMI CHRISTINE ANAMI2013-12-16
0012011-03-01CHRISTINE ANAMI
0012009-03-01CHRISTINE ANAMI JEREMY TOBIAS2010-12-14

Plan Statistics for COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN

401k plan membership statisitcs for COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN

Measure Date Value
2022: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-011,032
Total number of active participants reported on line 7a of the Form 55002022-03-01729
Number of retired or separated participants receiving benefits2022-03-010
Number of other retired or separated participants entitled to future benefits2022-03-01259
Total of all active and inactive participants2022-03-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-013
Total participants2022-03-01991
Number of participants with account balances2022-03-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-0173
2021: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-011,106
Total number of active participants reported on line 7a of the Form 55002021-03-01759
Number of retired or separated participants receiving benefits2021-03-010
Number of other retired or separated participants entitled to future benefits2021-03-01262
Total of all active and inactive participants2021-03-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-013
Total participants2021-03-011,024
Number of participants with account balances2021-03-01969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-03-0167
2020: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-011,028
Total number of active participants reported on line 7a of the Form 55002020-03-01792
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-01306
Total of all active and inactive participants2020-03-011,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-013
Total participants2020-03-011,101
Number of participants with account balances2020-03-011,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-03-0133
2019: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01978
Total number of active participants reported on line 7a of the Form 55002019-03-01763
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-01265
Total of all active and inactive participants2019-03-011,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-010
Total participants2019-03-011,028
Number of participants with account balances2019-03-01957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-03-0159
2018: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01925
Total number of active participants reported on line 7a of the Form 55002018-03-01722
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-01244
Total of all active and inactive participants2018-03-01966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-011
Total participants2018-03-01967
Number of participants with account balances2018-03-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-0154
2017: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01906
Total number of active participants reported on line 7a of the Form 55002017-03-01737
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-01169
Total of all active and inactive participants2017-03-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-017
Total participants2017-03-01913
Number of participants with account balances2017-03-01906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-0137
2016: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01796
Total number of active participants reported on line 7a of the Form 55002016-03-01738
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-01159
Total of all active and inactive participants2016-03-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-019
Total participants2016-03-01906
Number of participants with account balances2016-03-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-018
2015: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01838
Total number of active participants reported on line 7a of the Form 55002015-03-01723
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-0160
Total of all active and inactive participants2015-03-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-0113
Total participants2015-03-01796
Number of participants with account balances2015-03-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-01118
2014: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01937
Total number of active participants reported on line 7a of the Form 55002014-03-01687
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-01138
Total of all active and inactive participants2014-03-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-0113
Total participants2014-03-01838
Number of participants with account balances2014-03-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-0117
2013: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01948
Total number of active participants reported on line 7a of the Form 55002013-03-01668
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-01256
Total of all active and inactive participants2013-03-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-0113
Total participants2013-03-01937
Number of participants with account balances2013-03-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-018
2012: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01966
Total number of active participants reported on line 7a of the Form 55002012-03-01655
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-01281
Total of all active and inactive participants2012-03-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-0112
Total participants2012-03-01948
Number of participants with account balances2012-03-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-0110
2011: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-011,008
Total number of active participants reported on line 7a of the Form 55002011-03-01644
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-01311
Total of all active and inactive participants2011-03-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-0113
Total participants2011-03-01968
Number of participants with account balances2011-03-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-0122
2009: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-011,074
Total number of active participants reported on line 7a of the Form 55002009-03-01707
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-01378
Total of all active and inactive participants2009-03-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-013
Total participants2009-03-011,088
Number of participants with account balances2009-03-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-0124

Financial Data on COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN

Measure Date Value
2023 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total income from all sources (including contributions)2023-02-28$45,525
Total loss/gain on sale of assets2023-02-28$0
Total of all expenses incurred2023-02-28$1,630,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$1,481,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$1,930,291
Value of total assets at end of year2023-02-28$22,947,693
Value of total assets at beginning of year2023-02-28$24,532,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$148,916
Total interest from all sources2023-02-28$31,679
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$659,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$659,006
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$13,100,000
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Total non interest bearing cash at end of year2023-02-28$1
Total non interest bearing cash at beginning of year2023-02-28$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$-1,584,630
Value of net assets at end of year (total assets less liabilities)2023-02-28$22,947,693
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$24,532,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$21,521,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$23,176,776
Interest earned on other investments2023-02-28$31,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-02-28$1,426,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-02-28$1,355,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-2,575,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28No
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$1,930,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$1,481,239
Contract administrator fees2023-02-28$148,916
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28DANIELLS PHILLIPS VAUGHAN & BOCK
Accountancy firm EIN2023-02-28952972229
2022 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total income from all sources (including contributions)2022-02-28$2,698,391
Total loss/gain on sale of assets2022-02-28$0
Total of all expenses incurred2022-02-28$1,825,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$1,665,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$1,531,641
Value of total assets at end of year2022-02-28$24,532,323
Value of total assets at beginning of year2022-02-28$23,658,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$159,694
Total interest from all sources2022-02-28$31,745
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$1,033,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$1,033,802
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$10,000,000
If this is an individual account plan, was there a blackout period2022-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-28$0
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Income. Received or receivable in cash from other sources (including rollovers)2022-02-28$2,253
Total non interest bearing cash at end of year2022-02-28$1
Total non interest bearing cash at beginning of year2022-02-28$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$873,364
Value of net assets at end of year (total assets less liabilities)2022-02-28$24,532,323
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$23,658,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$23,176,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$22,083,228
Interest earned on other investments2022-02-28$31,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-02-28$1,355,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-02-28$1,575,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$101,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28No
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$1,529,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$1,665,333
Contract administrator fees2022-02-28$159,694
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Opinion of an independent qualified public accountant for this plan2022-02-28Disclaimer
Accountancy firm name2022-02-28NANCY C. BELTON
Accountancy firm EIN2022-02-28952972229
2021 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$5,132
Total income from all sources (including contributions)2021-02-28$5,961,366
Total loss/gain on sale of assets2021-02-28$0
Total of all expenses incurred2021-02-28$1,038,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$907,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$1,950,927
Value of total assets at end of year2021-02-28$23,658,959
Value of total assets at beginning of year2021-02-28$18,741,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$131,155
Total interest from all sources2021-02-28$34,794
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$10,000,000
If this is an individual account plan, was there a blackout period2021-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-28$0
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-28$5,132
Total non interest bearing cash at end of year2021-02-28$50
Total non interest bearing cash at beginning of year2021-02-28$5,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$4,922,845
Value of net assets at end of year (total assets less liabilities)2021-02-28$23,658,959
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$18,736,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$22,083,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$17,184,050
Interest earned on other investments2021-02-28$34,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-02-28$1,575,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-02-28$1,552,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$3,975,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28No
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$1,950,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$907,366
Contract administrator fees2021-02-28$131,155
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Opinion of an independent qualified public accountant for this plan2021-02-28Disclaimer
Accountancy firm name2021-02-28DANIELLS PHILLIPS VAUGHAN & BOCK
Accountancy firm EIN2021-02-28952972229
2020 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-02-29$0
Total unrealized appreciation/depreciation of assets2020-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$5,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$5,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total income from all sources (including contributions)2020-02-29$2,303,984
Total income from all sources (including contributions)2020-02-29$2,303,984
Total loss/gain on sale of assets2020-02-29$0
Total loss/gain on sale of assets2020-02-29$0
Total of all expenses incurred2020-02-29$1,001,681
Total of all expenses incurred2020-02-29$1,001,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$891,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$891,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$1,307,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$1,307,390
Value of total assets at end of year2020-02-29$18,741,246
Value of total assets at end of year2020-02-29$18,741,246
Value of total assets at beginning of year2020-02-29$17,433,811
Value of total assets at beginning of year2020-02-29$17,433,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$110,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$110,438
Total interest from all sources2020-02-29$71,179
Total interest from all sources2020-02-29$71,179
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$0
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Was this plan covered by a fidelity bond2020-02-29Yes
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$10,000,000
Value of fidelity bond cover2020-02-29$10,000,000
If this is an individual account plan, was there a blackout period2020-02-29No
If this is an individual account plan, was there a blackout period2020-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-02-29$0
Funding deficiency by the employer to the plan for this plan year2020-02-29$0
Minimum employer required contribution for this plan year2020-02-29$1,426,455
Amount contributed by the employer to the plan for this plan year2020-02-29$1,426,455
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-02-29$5,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-02-29$5,132
Total non interest bearing cash at end of year2020-02-29$5,133
Total non interest bearing cash at end of year2020-02-29$5,133
Total non interest bearing cash at beginning of year2020-02-29$1,008
Total non interest bearing cash at beginning of year2020-02-29$1,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$1,302,303
Value of net income/loss2020-02-29$1,302,303
Value of net assets at end of year (total assets less liabilities)2020-02-29$18,736,114
Value of net assets at end of year (total assets less liabilities)2020-02-29$18,736,114
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$17,433,811
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$17,433,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$17,184,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$17,184,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$15,881,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$15,881,465
Interest earned on other investments2020-02-29$71,179
Interest earned on other investments2020-02-29$71,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-02-29$1,552,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-02-29$1,552,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-02-29$1,551,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-02-29$1,551,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$925,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$925,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29No
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$1,307,390
Contributions received in cash from employer2020-02-29$1,307,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$891,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$891,243
Contract administrator fees2020-02-29$110,438
Contract administrator fees2020-02-29$110,438
Did the plan have assets held for investment2020-02-29Yes
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Accountancy firm name2020-02-29BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm name2020-02-29BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2020-02-29953109182
Accountancy firm EIN2020-02-29953109182
2019 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-28$0
Funding deficiency by the employer to the plan for this plan year2019-02-28$402
Minimum employer required contribution for this plan year2019-02-28$1,267,803
Amount contributed by the employer to the plan for this plan year2019-02-28$1,267,401
2018 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total income from all sources (including contributions)2018-02-28$2,789,592
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$2,484,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$2,484,074
Expenses. Certain deemed distributions of participant loans2018-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$1,083,230
Value of total assets at end of year2018-02-28$16,720,917
Value of total assets at beginning of year2018-02-28$16,415,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$0
Total interest from all sources2018-02-28$16,339
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$3,100,000
If this is an individual account plan, was there a blackout period2018-02-28No
Funding deficiency by the employer to the plan for this plan year2018-02-28$0
Minimum employer required contribution for this plan year2018-02-28$2,404,874
Amount contributed by the employer to the plan for this plan year2018-02-28$2,404,874
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2018-02-28$5,419
Other income not declared elsewhere2018-02-28$126,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$305,518
Value of net assets at end of year (total assets less liabilities)2018-02-28$16,720,917
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$16,415,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$15,159,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$14,860,610
Interest on participant loans2018-02-28$0
Interest earned on other investments2018-02-28$16,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-02-28$1,561,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-02-28$1,353,592
Expenses. Payments to insurance carriers foe the provision of benefits2018-02-28$0
Net investment gain/loss from pooled separate accounts2018-02-28$1,563,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28No
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$1,077,811
Employer contributions (assets) at beginning of year2018-02-28$201,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$2,484,074
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2018-02-28953109182
2017 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$3,624,868
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$1,043,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$1,043,829
Expenses. Certain deemed distributions of participant loans2017-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$1,246,737
Value of total assets at end of year2017-02-28$16,415,399
Value of total assets at beginning of year2017-02-28$13,834,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$147
Total interest from all sources2017-02-28$21,101
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$3,100,000
If this is an individual account plan, was there a blackout period2017-02-28No
Funding deficiency by the employer to the plan for this plan year2017-02-28$0
Minimum employer required contribution for this plan year2017-02-28$1,043,829
Amount contributed by the employer to the plan for this plan year2017-02-28$1,043,829
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2017-02-28$125,774
Other income not declared elsewhere2017-02-28$23,359
Administrative expenses (other) incurred2017-02-28$147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$2,580,892
Value of net assets at end of year (total assets less liabilities)2017-02-28$16,415,399
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$13,834,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$14,860,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$12,055,296
Interest on participant loans2017-02-28$0
Interest earned on other investments2017-02-28$21,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-02-28$1,353,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-02-28$1,443,690
Expenses. Payments to insurance carriers foe the provision of benefits2017-02-28$0
Net investment gain/loss from pooled separate accounts2017-02-28$2,333,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$1,120,963
Employer contributions (assets) at end of year2017-02-28$201,197
Employer contributions (assets) at beginning of year2017-02-28$335,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$1,043,829
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2017-02-28953109182
2016 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$552,019
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$1,361,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$1,361,552
Expenses. Certain deemed distributions of participant loans2016-02-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$1,586,563
Value of total assets at end of year2016-02-29$13,834,507
Value of total assets at beginning of year2016-02-29$14,644,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$339
Total interest from all sources2016-02-29$19,579
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$3,100,000
If this is an individual account plan, was there a blackout period2016-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Funding deficiency by the employer to the plan for this plan year2016-02-29$0
Minimum employer required contribution for this plan year2016-02-29$1,586,563
Amount contributed by the employer to the plan for this plan year2016-02-29$1,586,563
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Administrative expenses (other) incurred2016-02-29$339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-809,872
Value of net assets at end of year (total assets less liabilities)2016-02-29$13,834,507
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$14,644,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$12,055,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$13,256,200
Interest on participant loans2016-02-29$0
Interest earned on other investments2016-02-29$19,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-02-29$1,443,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-02-29$1,151,493
Expenses. Payments to insurance carriers foe the provision of benefits2016-02-29$0
Net investment gain/loss from pooled separate accounts2016-02-29$-1,054,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$1,586,563
Employer contributions (assets) at end of year2016-02-29$335,521
Employer contributions (assets) at beginning of year2016-02-29$236,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$1,361,552
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2016-02-29953109182
2015 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total income from all sources (including contributions)2015-02-28$1,961,665
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$974,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$972,797
Expenses. Certain deemed distributions of participant loans2015-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$920,314
Value of total assets at end of year2015-02-28$14,644,379
Value of total assets at beginning of year2015-02-28$13,657,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$1,572
Total interest from all sources2015-02-28$18,481
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$3,100,000
If this is an individual account plan, was there a blackout period2015-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
Funding deficiency by the employer to the plan for this plan year2015-02-28$0
Minimum employer required contribution for this plan year2015-02-28$920,314
Amount contributed by the employer to the plan for this plan year2015-02-28$920,314
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$0
Administrative expenses (other) incurred2015-02-28$1,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$987,296
Value of net assets at end of year (total assets less liabilities)2015-02-28$14,644,379
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$13,657,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$13,256,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$11,965,331
Interest on participant loans2015-02-28$0
Interest earned on other investments2015-02-28$18,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-02-28$1,151,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-02-28$1,328,994
Expenses. Payments to insurance carriers foe the provision of benefits2015-02-28$0
Net investment gain/loss from pooled separate accounts2015-02-28$1,022,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28No
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$920,314
Employer contributions (assets) at end of year2015-02-28$236,686
Employer contributions (assets) at beginning of year2015-02-28$362,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$972,797
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2015-02-28953109182
2014 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total income from all sources (including contributions)2014-02-28$2,766,857
Total loss/gain on sale of assets2014-02-28$0
Total of all expenses incurred2014-02-28$624,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$623,798
Expenses. Certain deemed distributions of participant loans2014-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$908,700
Value of total assets at end of year2014-02-28$13,657,083
Value of total assets at beginning of year2014-02-28$11,514,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$214
Total interest from all sources2014-02-28$15,545
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$3,100,000
If this is an individual account plan, was there a blackout period2014-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
Funding deficiency by the employer to the plan for this plan year2014-02-28$0
Minimum employer required contribution for this plan year2014-02-28$921,453
Amount contributed by the employer to the plan for this plan year2014-02-28$921,453
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2014-02-28$0
Administrative expenses (other) incurred2014-02-28$214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$2,142,845
Value of net assets at end of year (total assets less liabilities)2014-02-28$13,657,083
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$11,514,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$11,965,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$9,948,039
Interest earned on other investments2014-02-28$15,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-02-28$1,328,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-02-28$1,220,948
Expenses. Payments to insurance carriers foe the provision of benefits2014-02-28$0
Net investment gain/loss from pooled separate accounts2014-02-28$1,842,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28No
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$908,700
Employer contributions (assets) at end of year2014-02-28$362,758
Employer contributions (assets) at beginning of year2014-02-28$345,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$623,798
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28Yes
Opinion of an independent qualified public accountant for this plan2014-02-28Disclaimer
Accountancy firm name2014-02-28BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2014-02-28953109182
2013 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-02-28$1,684,381
Total of all expenses incurred2013-02-28$976,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$926,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$829,059
Value of total assets at end of year2013-02-28$11,168,987
Value of total assets at beginning of year2013-02-28$10,460,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$49,626
Total interest from all sources2013-02-28$18,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$3,100,000
If this is an individual account plan, was there a blackout period2013-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
Funding deficiency by the employer to the plan for this plan year2013-02-28$0
Minimum employer required contribution for this plan year2013-02-28$829,059
Amount contributed by the employer to the plan for this plan year2013-02-28$829,059
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2013-02-28$0
Administrative expenses (other) incurred2013-02-28$49,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Income. Non cash contributions2013-02-28$0
Value of net income/loss2013-02-28$708,337
Value of net assets at end of year (total assets less liabilities)2013-02-28$11,168,987
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$10,460,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$9,948,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$9,145,598
Interest earned on other investments2013-02-28$18,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-02-28$1,220,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-02-28$1,315,052
Net investment gain/loss from pooled separate accounts2013-02-28$836,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28No
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$829,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$926,418
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28Yes
Opinion of an independent qualified public accountant for this plan2013-02-28Disclaimer
Accountancy firm name2013-02-28BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2013-02-28953109182
2012 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-02-29$1,492,809
Total of all expenses incurred2012-02-29$1,041,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$842,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$1,186,792
Value of total assets at end of year2012-02-29$10,460,650
Value of total assets at beginning of year2012-02-29$10,009,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$199,277
Total interest from all sources2012-02-29$27,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$3,100,000
If this is an individual account plan, was there a blackout period2012-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
Funding deficiency by the employer to the plan for this plan year2012-02-29$0
Minimum employer required contribution for this plan year2012-02-29$1,013,291
Amount contributed by the employer to the plan for this plan year2012-02-29$1,013,291
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$0
Income. Received or receivable in cash from other sources (including rollovers)2012-02-29$51,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-02-29$0
Administrative expenses (other) incurred2012-02-29$198,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Income. Non cash contributions2012-02-29$0
Value of net income/loss2012-02-29$450,958
Value of net assets at end of year (total assets less liabilities)2012-02-29$10,460,650
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$10,009,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$9,145,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$8,500,274
Interest earned on other investments2012-02-29$27,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-02-29$1,315,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$1,509,418
Expenses. Payments to insurance carriers foe the provision of benefits2012-02-29$0
Net investment gain/loss from pooled separate accounts2012-02-29$278,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29No
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$1,135,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$842,574
Contract administrator fees2012-02-29$932
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29Yes
Opinion of an independent qualified public accountant for this plan2012-02-29Disclaimer
Accountancy firm name2012-02-29BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2012-02-29953109182
2011 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-02-28$2,298,522
Total of all expenses incurred2011-02-28$528,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$522,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$1,109,977
Value of total assets at end of year2011-02-28$10,171,124
Value of total assets at beginning of year2011-02-28$8,406,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$5,949
Total interest from all sources2011-02-28$44,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$3,100,000
If this is an individual account plan, was there a blackout period2011-02-28Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Funding deficiency by the employer to the plan for this plan year2011-02-28$0
Minimum employer required contribution for this plan year2011-02-28$1,009,972
Amount contributed by the employer to the plan for this plan year2011-02-28$1,009,972
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2011-02-28$100,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$1,769,956
Value of net assets at end of year (total assets less liabilities)2011-02-28$10,171,124
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$8,406,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$8,500,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$6,700,080
Interest earned on other investments2011-02-28$44,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$1,221,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$1,221,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$1,509,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$0
Net investment gain/loss from pooled separate accounts2011-02-28$1,144,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$1,009,972
Employer contributions (assets) at end of year2011-02-28$161,432
Employer contributions (assets) at beginning of year2011-02-28$485,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$522,617
Contract administrator fees2011-02-28$5,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-02-28Yes
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28BROWN ARMSTRONG ACCOUNTANCY CORP.
Accountancy firm EIN2011-02-28953109182
2010 : COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-28$0
Funding deficiency by the employer to the plan for this plan year2010-02-28$0
Minimum employer required contribution for this plan year2010-02-28$545,470
Amount contributed by the employer to the plan for this plan year2010-02-28$545,470

Form 5500 Responses for COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN

2022: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planNo
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planNo
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedYes
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2009: COMMUNITY ACTION PARTNERSHIP OF KERN MONEY PURCHASE PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811956
Policy instance 1
Insurance contract or identification number811956
Number of Individuals Covered991
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811956
Policy instance 1
Insurance contract or identification number811956
Number of Individuals Covered1024
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811956
Policy instance 1
Insurance contract or identification number811956
Number of Individuals Covered1101
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811956
Policy instance 1
Insurance contract or identification number811956
Number of Individuals Covered1028
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811956
Policy instance 2
Insurance contract or identification number811956
Number of Individuals Covered925
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058125-B
Policy instance 1
Insurance contract or identification number058125-B
Number of Individuals Covered0
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,578
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 fees5578
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 number058125B
Policy instance 1
Insurance contract or identification number058125B
Number of Individuals Covered913
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,186
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 fees3186
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058125B
Policy instance 1
Insurance contract or identification number058125B
Number of Individuals Covered796
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,591
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees1591
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058125B
Policy instance 1
Insurance contract or identification number058125B
Number of Individuals Covered838
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,108
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees4108
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058125-B
Policy instance 1
Insurance contract or identification number058125-B
Number of Individuals Covered937
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,290
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees3290
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameLOS ANGELES REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058125-B
Policy instance 1
Insurance contract or identification number058125-B
Number of Individuals Covered948
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,921
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees2665
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJOHN COTTEE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058125-B
Policy instance 1
Insurance contract or identification number058125-B
Number of Individuals Covered1007
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,342
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058125-B
Policy instance 1
Insurance contract or identification number058125-B
Number of Individuals Covered1007
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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