401k Plan data: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES plan

TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES
Plan identification number	002

TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALMA FAMILY SERVICES has sponsored the creation of one or more 401k plans.

Company Name: ALMA FAMILY SERVICES

Employer identification number (EIN): 952959331

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Additional information about ALMA FAMILY SERVICES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0730735

More information about ALMA FAMILY SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-12-01 REINALDO RACELA REINALDO RACELA 2018-04-13
002 2016-01-01 REINALDO RACELA REINALDO RACELA 2017-09-13
002 2015-01-01 REINALDO RACELA REINALDO RACELA 2016-10-14
002 2014-01-01
002 2013-01-01
002 2012-01-01 JEAN G. CHAMPOMMIER, PH.D. 2013-10-15
002 2011-01-01 JEAN G. CHAMPOMMIER, PH.D. 2012-10-15
002 2010-01-01 JEAN G. CHAMPOMMIER, PH.D. 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-12-01	REINALDO RACELA		REINALDO RACELA	2018-04-13
002	2016-01-01	REINALDO RACELA		REINALDO RACELA	2017-09-13
002	2015-01-01	REINALDO RACELA		REINALDO RACELA	2016-10-14
002	2014-01-01
002	2013-01-01
002	2012-01-01	JEAN G. CHAMPOMMIER, PH.D.	2013-10-15
002	2011-01-01	JEAN G. CHAMPOMMIER, PH.D.	2012-10-15
002	2010-01-01	JEAN G. CHAMPOMMIER, PH.D.	2011-10-17

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES

Measure Date Value
2021: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2021 401k membership
Total participants, beginning-of-year 2021-07-01 247
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 152
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 98
Total of all active and inactive participants 2021-07-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 250
Number of participants with account balances 2021-07-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 30
2020: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2020 401k membership
Total participants, beginning-of-year 2020-07-01 236
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 165
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 80
Total of all active and inactive participants 2020-07-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 2
Total participants 2020-07-01 247
Number of participants with account balances 2020-07-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 33
2019: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2019 401k membership
Total participants, beginning-of-year 2019-07-01 215
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 173
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 63
Total of all active and inactive participants 2019-07-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 236
Number of participants with account balances 2019-07-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 23
2018: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2018 401k membership
Total participants, beginning-of-year 2018-07-01 207
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 166
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 49
Total of all active and inactive participants 2018-07-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 215
Number of participants with account balances 2018-07-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 22
2017: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2017 401k membership
Total participants, beginning-of-year 2017-07-01 200
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 172
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 35
Total of all active and inactive participants 2017-07-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 207
Number of participants with account balances 2017-07-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 10
2016: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2016 401k membership
Total participants, beginning-of-year 2016-12-01 205
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 178
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 22
Total of all active and inactive participants 2016-12-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 200
Number of participants with account balances 2016-12-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 6
Total participants, beginning-of-year 2016-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 191
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 205
Number of participants with account balances 2016-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 135
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 150
Number of participants with account balances 2015-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 58
Total participants 2014-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 48
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 48

Measure	Date	Value
2021: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2021 401k membership
Total participants, beginning-of-year	2021-07-01	247
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	152
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	98
Total of all active and inactive participants	2021-07-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	250
Number of participants with account balances	2021-07-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	30
2020: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2020 401k membership
Total participants, beginning-of-year	2020-07-01	236
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	165
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	80
Total of all active and inactive participants	2020-07-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	2
Total participants	2020-07-01	247
Number of participants with account balances	2020-07-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	33
2019: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2019 401k membership
Total participants, beginning-of-year	2019-07-01	215
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	173
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	63
Total of all active and inactive participants	2019-07-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	236
Number of participants with account balances	2019-07-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	23
2018: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2018 401k membership
Total participants, beginning-of-year	2018-07-01	207
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	166
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	49
Total of all active and inactive participants	2018-07-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	215
Number of participants with account balances	2018-07-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	22
2017: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2017 401k membership
Total participants, beginning-of-year	2017-07-01	200
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	172
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	35
Total of all active and inactive participants	2017-07-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	207
Number of participants with account balances	2017-07-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	10
2016: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2016 401k membership
Total participants, beginning-of-year	2016-12-01	205
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	178
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	22
Total of all active and inactive participants	2016-12-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	200
Number of participants with account balances	2016-12-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	6
Total participants, beginning-of-year	2016-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	191
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	205
Number of participants with account balances	2016-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	135
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	150
Number of participants with account balances	2015-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	58
Total participants	2014-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	48
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	48

Financial Data on TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES

Measure	Date	Value
2022 : TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-56,553
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$226,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$224,062
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$537,820
Value of total assets at end of year	2022-06-30	$5,026,544
Value of total assets at beginning of year	2022-06-30	$5,309,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$2,032
Total interest from all sources	2022-06-30	$10,575
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$227,898
Participant contributions at end of year	2022-06-30	$97,814
Participant contributions at beginning of year	2022-06-30	$47,133
Participant contributions at end of year	2022-06-30	$8,153
Participant contributions at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$7,921
Other income not declared elsewhere	2022-06-30	$1,129
Administrative expenses (other) incurred	2022-06-30	$2,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-282,647
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,026,544
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$5,309,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$3,913,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$4,355,678
Interest on participant loans	2022-06-30	$0
Interest earned on other investments	2022-06-30	$10,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$993,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$906,380
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-606,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$302,001
Employer contributions (assets) at end of year	2022-06-30	$13,569
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$224,062
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	VASQUEZ AND COMPANY LLP
Accountancy firm EIN	2022-06-30	330700332
2021 : TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,000,233
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,203,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,201,483
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$683,605
Value of total assets at end of year	2021-06-30	$5,309,191
Value of total assets at beginning of year	2021-06-30	$5,512,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,866
Total interest from all sources	2021-06-30	$31,830
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$249,909
Participant contributions at end of year	2021-06-30	$47,133
Participant contributions at beginning of year	2021-06-30	$42,235
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$72,445
Other income not declared elsewhere	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$1,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$-203,116
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$5,309,191
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$5,512,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$4,355,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$3,675,313
Interest on participant loans	2021-06-30	$0
Interest earned on other investments	2021-06-30	$31,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$906,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,794,759
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from pooled separate accounts	2021-06-30	$1,284,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$361,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,201,483
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	VASQUEZ AND COMPANY LLP
Accountancy firm EIN	2021-06-30	330700332
2020 : TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$780,754
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$169,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$167,394
Expenses. Certain deemed distributions of participant loans	2020-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$656,177
Value of total assets at end of year	2020-06-30	$5,512,307
Value of total assets at beginning of year	2020-06-30	$4,900,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$1,688
Total interest from all sources	2020-06-30	$42,159
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$200,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$267,528
Participant contributions at end of year	2020-06-30	$42,235
Participant contributions at beginning of year	2020-06-30	$45,038
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$43,036
Other income not declared elsewhere	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$1,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$611,672
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$5,512,307
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$4,900,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$3,675,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$3,213,120
Interest on participant loans	2020-06-30	$0
Interest earned on other investments	2020-06-30	$42,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,794,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,642,477
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from pooled separate accounts	2020-06-30	$82,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$345,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$167,394
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	VASQUEZ AND COMPANY LLP
Accountancy firm EIN	2020-06-30	330700332
2019 : TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$879,282
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$223,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$222,198
Expenses. Certain deemed distributions of participant loans	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$703,951
Value of total assets at end of year	2019-06-30	$4,900,635
Value of total assets at beginning of year	2019-06-30	$4,245,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$1,629
Total interest from all sources	2019-06-30	$39,080
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$200,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$278,948
Participant contributions at end of year	2019-06-30	$45,038
Participant contributions at beginning of year	2019-06-30	$62,096
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$78,059
Other income not declared elsewhere	2019-06-30	$1,228
Administrative expenses (other) incurred	2019-06-30	$1,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$655,455
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$4,900,635
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,245,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$3,213,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,673,478
Interest on participant loans	2019-06-30	$0
Interest earned on other investments	2019-06-30	$39,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,642,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,509,606
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Net investment gain/loss from pooled separate accounts	2019-06-30	$135,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$346,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$222,198
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	VASQUEZ AND COMPANY LLP
Accountancy firm EIN	2019-06-30	330700332
2018 : TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$883,847
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$258,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$256,167
Expenses. Certain deemed distributions of participant loans	2018-06-30	$1,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$640,178
Value of total assets at end of year	2018-06-30	$4,245,180
Value of total assets at beginning of year	2018-06-30	$3,620,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,287
Total interest from all sources	2018-06-30	$34,260
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$200,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$270,532
Participant contributions at end of year	2018-06-30	$62,096
Participant contributions at beginning of year	2018-06-30	$52,117
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$50,890
Other income not declared elsewhere	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$1,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$625,165
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,245,180
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,620,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,673,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,178,275
Interest on participant loans	2018-06-30	$0
Interest earned on other investments	2018-06-30	$34,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,509,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,389,623
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from pooled separate accounts	2018-06-30	$209,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$318,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$256,167
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	VASQUEZ AND COMPANY LLP
Accountancy firm EIN	2018-06-30	330700332
2017 : TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,162,948
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$145,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$145,331
Expenses. Certain deemed distributions of participant loans	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$2,002,938
Value of total assets at end of year	2017-06-30	$3,620,015
Value of total assets at beginning of year	2017-06-30	$1,602,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$542
Total interest from all sources	2017-06-30	$17,431
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$200,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$159,349
Participant contributions at end of year	2017-06-30	$52,117
Participant contributions at beginning of year	2017-06-30	$6,299
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$1,643,471
Other income not declared elsewhere	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$2,017,075
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,620,015
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,602,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,178,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$728,190
Interest on participant loans	2017-06-30	$0
Interest earned on other investments	2017-06-30	$17,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,389,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$868,451
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from pooled separate accounts	2017-06-30	$142,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$200,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$145,331
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	VASQUEZ AND COMPANY LLP
Accountancy firm EIN	2017-06-30	330700332
2016 : TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total income from all sources (including contributions)	2016-11-30	$240,026
Total loss/gain on sale of assets	2016-11-30	$0
Total of all expenses incurred	2016-11-30	$18,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-11-30	$18,538
Expenses. Certain deemed distributions of participant loans	2016-11-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-11-30	$164,833
Value of total assets at end of year	2016-11-30	$1,602,940
Value of total assets at beginning of year	2016-11-30	$1,381,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-11-30	$392
Total interest from all sources	2016-11-30	$17,746
Total dividends received (eg from common stock, registered investment company shares)	2016-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-11-30	No
Was this plan covered by a fidelity bond	2016-11-30	Yes
Value of fidelity bond cover	2016-11-30	$200,000
If this is an individual account plan, was there a blackout period	2016-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-11-30	No
Contributions received from participants	2016-11-30	$142,420
Participant contributions at end of year	2016-11-30	$6,299
Participant contributions at beginning of year	2016-11-30	$3,896
Income. Received or receivable in cash from other sources (including rollovers)	2016-11-30	$22,413
Other income not declared elsewhere	2016-11-30	$0
Administrative expenses (other) incurred	2016-11-30	$392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Value of net income/loss	2016-11-30	$221,096
Value of net assets at end of year (total assets less liabilities)	2016-11-30	$1,602,940
Value of net assets at beginning of year (total assets less liabilities)	2016-11-30	$1,381,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-11-30	No
Were any leases to which the plan was party in default or uncollectible	2016-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-11-30	$728,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-11-30	$825,741
Interest on participant loans	2016-11-30	$0
Interest earned on other investments	2016-11-30	$17,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-11-30	$868,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-11-30	$552,207
Expenses. Payments to insurance carriers foe the provision of benefits	2016-11-30	$0
Net investment gain/loss from pooled separate accounts	2016-11-30	$57,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-11-30	No
Was there a failure to transmit to the plan any participant contributions	2016-11-30	No
Has the plan failed to provide any benefit when due under the plan	2016-11-30	No
Contributions received in cash from employer	2016-11-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-11-30	$18,538
Did the plan have assets held for investment	2016-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-11-30	Disclaimer
Accountancy firm name	2016-11-30	VASQUEZ AND COMPANY LLP
Accountancy firm EIN	2016-11-30	330700332
2015 : TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$136,611
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$44,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$43,949
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$127,584
Value of total assets at end of year	2015-12-31	$1,381,844
Value of total assets at beginning of year	2015-12-31	$1,289,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$466
Total interest from all sources	2015-12-31	$11,473
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$127,584
Participant contributions at end of year	2015-12-31	$3,896
Participant contributions at beginning of year	2015-12-31	$24,053
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$92,196
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,381,844
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,289,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$825,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,069,389
Interest on participant loans	2015-12-31	$0
Interest earned on other investments	2015-12-31	$11,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$552,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$196,206
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-2,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$43,949
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	VASQUEZ & CO. LLP
Accountancy firm EIN	2015-12-31	330700332
2014 : TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$216,794
Total of all expenses incurred	2014-12-31	$20,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$19,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$126,598
Value of total assets at end of year	2014-12-31	$1,289,648
Value of total assets at beginning of year	2014-12-31	$1,093,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$393
Total interest from all sources	2014-12-31	$5,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$111,639
Participant contributions at end of year	2014-12-31	$24,053
Participant contributions at beginning of year	2014-12-31	$4,615
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$14,959
Administrative expenses (other) incurred	2014-12-31	$393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$196,567
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,289,648
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,093,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,069,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$928,838
Interest earned on other investments	2014-12-31	$5,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$196,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$159,628
Net investment gain/loss from pooled separate accounts	2014-12-31	$85,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$19,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	VASQUEZ & CO., LLP
Accountancy firm EIN	2014-12-31	330700332
2013 : TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$297,087
Total of all expenses incurred	2013-12-31	$81,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$81,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$105,475
Value of total assets at end of year	2013-12-31	$1,093,081
Value of total assets at beginning of year	2013-12-31	$877,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$535
Total interest from all sources	2013-12-31	$5,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$103,169
Participant contributions at end of year	2013-12-31	$4,615
Participant contributions at beginning of year	2013-12-31	$9,252
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,306
Administrative expenses (other) incurred	2013-12-31	$535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$215,155
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,093,081
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$877,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$928,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$681,230
Interest earned on other investments	2013-12-31	$5,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$159,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$187,444
Net investment gain/loss from pooled separate accounts	2013-12-31	$186,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$81,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES

2021: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Insurance	Yes
2016-12-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: TAX DEFERRED ANNUITY PLAN OF ALMA FAMILY SERVICES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

016361B

Policy instance

Insurance contract or identification number	016361B
Number of Individuals Covered	250
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,279
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	2279
Additional information about fees paid to insurance broker	PORTION 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 number

016361B

Policy instance

Insurance contract or identification number	016361B
Number of Individuals Covered	247
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,279
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	2279
Additional information about fees paid to insurance broker	PORTION 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 number

016361B

Policy instance

Insurance contract or identification number	016361B
Number of Individuals Covered	236
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,075
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	2075
Additional information about fees paid to insurance broker	PORTION 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 number

016361B

Policy instance

Insurance contract or identification number	016361B
Number of Individuals Covered	215
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,635
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	4635
Additional information about fees paid to insurance broker	PORTION 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 number

016361B

Policy instance

Insurance contract or identification number	016361B
Number of Individuals Covered	207
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,262
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

016361B

Policy instance

Insurance contract or identification number	016361B
Number of Individuals Covered	70
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $206
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	206
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	LOS ANGELES REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

016361B

Policy instance

Insurance contract or identification number	016361B
Number of Individuals Covered	58
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $467
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	467
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	LOS ANGELES REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

016361B

Policy instance

Insurance contract or identification number	016361B
Number of Individuals Covered	48
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $388
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	388
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	LOS ANGELES REGIONAL OFFICE

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See full terms and conditions

Company Name:	ALMA FAMILY SERVICES
Employer identification number (EIN):	952959331
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0730735