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SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 401k Plan overview

Plan NameSECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC.
Plan identification number 001

SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SANCTUARY FOR FAMILIES has sponsored the creation of one or more 401k plans.

Company Name:SANCTUARY FOR FAMILIES
Employer identification number (EIN):133193119
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about SANCTUARY FOR FAMILIES

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1983-11-04
Company Identification Number: 879320
Legal Registered Office Address: PO BOX 1406
WALL STREET STATION
NEW YORK
United States of America (USA)
10268

More information about SANCTUARY FOR FAMILIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01TATYANA KOPYT JUDY HARRIS KLUGER2018-10-10
0012016-01-01TATYANA KOPYT JUDY HARRIS KLUGER2017-10-11
0012015-01-01TATYANA KOPYT JUDY HARRIS KLUGER2016-10-13
0012014-01-01TATYANA KOPYT JUDY HARRIS KLUGER2015-09-03
0012013-01-01TATYANA KOPYT JUDY HARRIS KLUGER2014-10-08
0012012-01-01TATYANA KOPYT LAUREL EISNER2013-10-07
0012011-01-01TATYANA KOPYT LAUREL EISNER2012-09-28
0012009-01-01TATYANA KOPYT LAUREL W. EISNER2010-10-04
0012009-01-01TATYANA KOPYT TATYANA KOPYT2010-10-04
0012007-01-01JILL B. FERNANDEZ

Plan Statistics for SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC.

401k plan membership statisitcs for SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC.

Measure Date Value
2023: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2023 401k membership
Total participants, beginning-of-year2023-01-01448
Total number of active participants reported on line 7a of the Form 55002023-01-01269
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-01216
Total of all active and inactive participants2023-01-01487
Total participants2023-01-01487
Number of participants with account balances2023-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0115
2022: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01405
Total number of active participants reported on line 7a of the Form 55002022-01-01239
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01208
Total of all active and inactive participants2022-01-01448
Total participants2022-01-01448
Number of participants with account balances2022-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01380
Total number of active participants reported on line 7a of the Form 55002021-01-01222
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01182
Total of all active and inactive participants2021-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01405
Number of participants with account balances2021-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01370
Total number of active participants reported on line 7a of the Form 55002020-01-01225
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01154
Total of all active and inactive participants2020-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01380
Number of participants with account balances2020-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01334
Total number of active participants reported on line 7a of the Form 55002019-01-01241
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01128
Total of all active and inactive participants2019-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01370
Number of participants with account balances2019-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01298
Total number of active participants reported on line 7a of the Form 55002018-01-01226
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01107
Total of all active and inactive participants2018-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01334
Number of participants with account balances2018-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01279
Total number of active participants reported on line 7a of the Form 55002017-01-01211
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-01298
Total participants2017-01-01298
Number of participants with account balances2017-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01273
Total number of active participants reported on line 7a of the Form 55002016-01-01208
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01279
Number of participants with account balances2016-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01276
Total number of active participants reported on line 7a of the Form 55002015-01-01209
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01273
Number of participants with account balances2015-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01251
Total number of active participants reported on line 7a of the Form 55002014-01-01178
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01276
Number of participants with account balances2014-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01238
Total number of active participants reported on line 7a of the Form 55002013-01-01151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01100
Total of all active and inactive participants2013-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01251
Number of participants with account balances2013-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01229
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01238
Number of participants with account balances2012-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01251
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0183
Total of all active and inactive participants2011-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01229
Number of participants with account balances2011-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01241
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01101
Total of all active and inactive participants2009-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01253
Number of participants with account balances2009-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123
2007: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2007 401k membership
Total participants, beginning-of-year2007-01-010
Total of all active and inactive participants2007-01-010
Total participants2007-01-010

Financial Data on SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC.

Measure Date Value
2023 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,123,984
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$648,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$497,241
Expenses. Certain deemed distributions of participant loans2023-12-31$65,995
Value of total corrective distributions2023-12-31$546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,440,506
Value of total assets at end of year2023-12-31$18,245,961
Value of total assets at beginning of year2023-12-31$14,770,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$84,776
Total interest from all sources2023-12-31$14,249
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$637,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$637,339
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,010,972
Participant contributions at end of year2023-12-31$239,471
Participant contributions at beginning of year2023-12-31$280,521
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$29,895
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$34,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,475,426
Value of net assets at end of year (total assets less liabilities)2023-12-31$18,245,961
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$14,770,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$18,006,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$14,445,144
Interest on participant loans2023-12-31$14,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,031,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$395,534
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$14,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$497,241
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2023-12-31113066459
2022 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,514,157
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,002,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$922,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,383,870
Value of total assets at end of year2022-12-31$14,770,535
Value of total assets at beginning of year2022-12-31$17,286,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,031
Total interest from all sources2022-12-31$4,416
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$419,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$419,571
Administrative expenses professional fees incurred2022-12-31$80,031
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$872,156
Participant contributions at end of year2022-12-31$280,521
Participant contributions at beginning of year2022-12-31$165,460
Participant contributions at end of year2022-12-31$29,895
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$169,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,516,227
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,770,535
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,286,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,445,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,121,302
Interest on participant loans2022-12-31$4,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,322,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$342,206
Employer contributions (assets) at end of year2022-12-31$14,975
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$922,039
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31113066459
2021 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,477,939
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$862,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$785,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,440,259
Value of total assets at end of year2021-12-31$17,286,762
Value of total assets at beginning of year2021-12-31$14,671,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,742
Total interest from all sources2021-12-31$7,589
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,071,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,071,683
Administrative expenses professional fees incurred2021-12-31$77,742
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$782,265
Participant contributions at end of year2021-12-31$165,460
Participant contributions at beginning of year2021-12-31$128,789
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$18,569
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$289,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,615,126
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,286,762
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,671,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,121,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,343,053
Interest on participant loans2021-12-31$7,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-41,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$368,136
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$181,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$785,071
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31113066459
2020 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,088,860
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$399,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$334,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,152,768
Value of total assets at end of year2020-12-31$14,671,636
Value of total assets at beginning of year2020-12-31$11,982,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,620
Total interest from all sources2020-12-31$6,196
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$387,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$387,443
Administrative expenses professional fees incurred2020-12-31$65,620
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$690,560
Participant contributions at end of year2020-12-31$128,789
Participant contributions at beginning of year2020-12-31$90,161
Participant contributions at end of year2020-12-31$18,569
Participant contributions at beginning of year2020-12-31$27,619
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$88,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,688,907
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,671,636
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,982,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,343,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,800,338
Interest on participant loans2020-12-31$6,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$50,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,542,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$373,806
Employer contributions (assets) at end of year2020-12-31$181,225
Employer contributions (assets) at beginning of year2020-12-31$13,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$334,333
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31113066459
2019 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,154,148
Total income from all sources (including contributions)2019-12-31$3,154,148
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$478,655
Total of all expenses incurred2019-12-31$478,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$420,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$420,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,063,992
Value of total assets at end of year2019-12-31$11,982,728
Value of total assets at end of year2019-12-31$11,982,728
Value of total assets at beginning of year2019-12-31$9,307,235
Value of total assets at beginning of year2019-12-31$9,307,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,441
Total interest from all sources2019-12-31$5,653
Total interest from all sources2019-12-31$5,653
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$300,104
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$300,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$300,104
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$300,104
Administrative expenses professional fees incurred2019-12-31$58,441
Administrative expenses professional fees incurred2019-12-31$58,441
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$724,839
Participant contributions at end of year2019-12-31$90,160
Participant contributions at end of year2019-12-31$90,160
Participant contributions at beginning of year2019-12-31$142,253
Participant contributions at beginning of year2019-12-31$142,253
Participant contributions at end of year2019-12-31$27,619
Participant contributions at end of year2019-12-31$27,619
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,947
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,675,493
Value of net income/loss2019-12-31$2,675,493
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,982,728
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,982,728
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,307,235
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,307,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,800,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,800,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,116,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,116,213
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$52
Value of interest in pooled separate accounts at beginning of year2019-12-31$52
Interest on participant loans2019-12-31$5,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$50,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$50,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$48,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$48,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,784,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,784,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$333,206
Employer contributions (assets) at end of year2019-12-31$13,937
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$420,214
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CERINI & ASSOCIATES, LLP
Accountancy firm name2019-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31113066459
Accountancy firm EIN2019-12-31113066459
2018 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$278,874
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$495,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$442,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$886,282
Value of total assets at end of year2018-12-31$9,307,235
Value of total assets at beginning of year2018-12-31$9,524,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,552
Total interest from all sources2018-12-31$8,569
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$325,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$325,031
Administrative expenses professional fees incurred2018-12-31$53,552
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$643,587
Participant contributions at end of year2018-12-31$142,253
Participant contributions at beginning of year2018-12-31$203,730
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$21,919
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-216,955
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,307,235
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,524,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,116,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,240,389
Value of interest in pooled separate accounts at end of year2018-12-31$52
Value of interest in pooled separate accounts at beginning of year2018-12-31$55
Interest on participant loans2018-12-31$8,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$48,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$46,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-941,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$228,202
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$11,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$442,277
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31113066459
2017 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,380,887
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$613,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$563,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$931,548
Value of total assets at end of year2017-12-31$9,524,190
Value of total assets at beginning of year2017-12-31$7,756,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,700
Total interest from all sources2017-12-31$6,306
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$257,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$257,325
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$626,265
Participant contributions at end of year2017-12-31$203,730
Participant contributions at beginning of year2017-12-31$150,009
Participant contributions at end of year2017-12-31$21,919
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$49,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,767,774
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,524,190
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,756,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,240,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,557,452
Value of interest in pooled separate accounts at end of year2017-12-31$55
Value of interest in pooled separate accounts at beginning of year2017-12-31$51
Interest on participant loans2017-12-31$6,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$46,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$48,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,185,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$298,401
Employer contributions (assets) at end of year2017-12-31$11,199
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$563,413
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31113066459
2016 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,473,128
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$475,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$433,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$933,750
Value of total assets at end of year2016-12-31$7,756,416
Value of total assets at beginning of year2016-12-31$6,758,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,315
Total interest from all sources2016-12-31$6,038
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$202,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$202,520
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$586,420
Participant contributions at end of year2016-12-31$150,009
Participant contributions at beginning of year2016-12-31$166,407
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,063
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$997,628
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,756,416
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,758,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,557,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,513,721
Value of interest in pooled separate accounts at end of year2016-12-31$51
Value of interest in pooled separate accounts at beginning of year2016-12-31$47
Interest on participant loans2016-12-31$6,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$48,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$47,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$330,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$326,267
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$27,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$433,185
Contract administrator fees2016-12-31$42,315
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31113066459
2015 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$769,892
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,043,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$985,389
Expenses. Certain deemed distributions of participant loans2015-12-31$14,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$805,546
Value of total assets at end of year2015-12-31$6,758,788
Value of total assets at beginning of year2015-12-31$7,032,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,211
Total interest from all sources2015-12-31$5,038
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$287,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$287,377
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$523,549
Participant contributions at end of year2015-12-31$166,407
Participant contributions at beginning of year2015-12-31$87,293
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-273,597
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,758,788
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,032,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$19,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,513,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,899,071
Value of interest in pooled separate accounts at end of year2015-12-31$47
Value of interest in pooled separate accounts at beginning of year2015-12-31$47
Interest on participant loans2015-12-31$5,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$47,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$45,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-328,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$254,879
Employer contributions (assets) at end of year2015-12-31$27,345
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$985,389
Contract administrator fees2015-12-31$23,094
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31113066459
2014 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,120,809
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$860,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$819,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$658,591
Value of total assets at end of year2014-12-31$7,032,385
Value of total assets at beginning of year2014-12-31$6,772,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,711
Total interest from all sources2014-12-31$2,366
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$166,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$166,053
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$447,602
Participant contributions at end of year2014-12-31$87,293
Participant contributions at beginning of year2014-12-31$83,320
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,819
Administrative expenses (other) incurred2014-12-31$398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$260,164
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,032,385
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,772,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,899,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,629,001
Value of interest in pooled separate accounts at end of year2014-12-31$47
Value of interest in pooled separate accounts at beginning of year2014-12-31$42
Interest on participant loans2014-12-31$2,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$45,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$59,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$293,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$189,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$819,934
Contract administrator fees2014-12-31$20,230
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31113066459
2013 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,690,909
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$288,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$251,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$653,966
Value of total assets at end of year2013-12-31$6,772,221
Value of total assets at beginning of year2013-12-31$5,369,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,005
Total interest from all sources2013-12-31$3,811
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$129,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$129,840
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$434,324
Participant contributions at end of year2013-12-31$83,320
Participant contributions at beginning of year2013-12-31$100,858
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,361
Administrative expenses (other) incurred2013-12-31$362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,402,589
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,772,221
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,369,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,629,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,210,976
Value of interest in pooled separate accounts at end of year2013-12-31$42
Value of interest in pooled separate accounts at beginning of year2013-12-31$32
Interest on participant loans2013-12-31$3,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$59,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$57,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$903,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$211,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$251,315
Contract administrator fees2013-12-31$19,248
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2013-12-31113066459
2012 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,226,337
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$108,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$75,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$645,465
Value of total assets at end of year2012-12-31$5,369,632
Value of total assets at beginning of year2012-12-31$4,251,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,921
Total interest from all sources2012-12-31$4,029
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$115,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$115,407
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$441,458
Participant contributions at end of year2012-12-31$100,858
Participant contributions at beginning of year2012-12-31$91,957
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$32
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,117,778
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,369,632
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,251,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$13,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,210,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,102,839
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$4,029
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$57,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$57,058
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$461,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$204,007
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$75,638
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$19,108
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2012-12-31113066459
2011 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$386,024
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$519,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$498,360
Expenses. Certain deemed distributions of participant loans2011-12-31$1,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$421,647
Value of total assets at end of year2011-12-31$4,251,854
Value of total assets at beginning of year2011-12-31$4,385,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,404
Total interest from all sources2011-12-31$2,473
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$118,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$118,264
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$358,520
Participant contributions at end of year2011-12-31$91,957
Participant contributions at beginning of year2011-12-31$23,124
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,857,284
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,500
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-133,213
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,251,854
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,385,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$5,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,102,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$2,473
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$57,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,504,659
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-156,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$63,127
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$498,360
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$12,159
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31113066459
2010 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$880,530
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$116,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$112,749
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$443,360
Value of total assets at end of year2010-12-31$4,385,067
Value of total assets at beginning of year2010-12-31$3,621,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,239
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$45,990
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$321,616
Participant contributions at end of year2010-12-31$23,124
Participant contributions at beginning of year2010-12-31$92,589
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$12,940
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,857,284
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,166,887
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,482
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$391,180
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$763,542
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,385,067
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,621,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$64
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$45,926
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,504,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,341,518
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$99,262
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$7,591
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$112,749
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$4,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31113066459
2009 : SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC.

2023: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2007: SECTION 403(B) RETIREMENT PLAN FOR SANCTUARY FOR FAMILIES, INC. 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005113-01
Policy instance 1
Insurance contract or identification number1005113-01
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005113-01
Policy instance 1
Insurance contract or identification number1005113-01
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005113-01
Policy instance 1
Insurance contract or identification number1005113-01
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1005113-01
Policy instance 1
Insurance contract or identification number1005113-01
Number of Individuals Covered7
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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