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HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameHUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN
Plan identification number 001

HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 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.
  • 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

HUDSON VALLEY COMMUNITY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUDSON VALLEY COMMUNITY SERVICES, INC.
Employer identification number (EIN):133322100
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about HUDSON VALLEY COMMUNITY SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1986-03-03
Company Identification Number: 1061682
Legal Registered Office Address: 40 SAW MILL RIVER ROAD
WESTCHESTER
HAWTHORNE
United States of America (USA)
10532

More information about HUDSON VALLEY COMMUNITY SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01INGRID AQUINO, DIRECTOR OF FINANCE ANDREA STRAUS, EXECUTIVE DIRECTOR2018-10-15
0012017-01-01INGRID AQUINO, DIRECTOR OF FINANCE ANDREA STRAUS, EXECUTIVE DIRECTOR
0012016-01-01INGRID AQUINO, DIRECTOR OF FINANCE ANDREA STRAUS, EXECUTIVE DIRECTOR2017-10-16
0012015-01-01WILLIAM THOMPSON-DIR. OF FINANCE ANDREA STRAUS, EXECUTIVE DIRECTOR2016-10-13
0012014-01-01WILLIAM THOMPSON-DIR. OF FINANCE JEFFREY KRAUS, EXECUTIVE DIRECTOR2015-10-13
0012013-01-01WILLIAM THOMPSON-DIR. OF FINANCE JEFFREY KRAUS, EXECUTIVE DIRECTOR2014-09-29
0012012-01-01WILLIAM THOMPSON-DIR. OF FINANCE JEFFREY KRAUS, EXECUTIVE DIRECTOR2013-10-11
0012011-01-01WILLIAM THOMPSON-DIR. OF FINANCE JEFFREY KRAUS, EXECUTIVE DIRECTOR2012-05-21
0012010-01-01WILLIAM THOMPSON-DIR. OF FINANCE JEFFREY KRAUS, EXECUTIVE DIRECTOR2011-05-23
0012009-01-01WILLIAM THOMPSON-DIR. OF FINANCE JEFFREY KRAUS, EXECUTIVE DIRECTOR2010-10-06
0012008-01-01WILLIAM THOMPSON

Plan Statistics for HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2021: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01255
Total number of active participants reported on line 7a of the Form 55002021-01-0177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01158
Total of all active and inactive participants2021-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01240
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01248
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01166
Total of all active and inactive participants2020-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01255
Number of participants with account balances2020-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-0196
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01151
Total of all active and inactive participants2019-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01249
Number of participants with account balances2019-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01206
Total number of active participants reported on line 7a of the Form 55002018-01-0175
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01141
Total of all active and inactive participants2018-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01217
Number of participants with account balances2018-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01205
Total number of active participants reported on line 7a of the Form 55002017-01-0166
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01206
Number of participants with account balances2017-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01204
Total number of active participants reported on line 7a of the Form 55002016-01-0177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01128
Total of all active and inactive participants2016-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01205
Number of participants with account balances2016-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01186
Total number of active participants reported on line 7a of the Form 55002015-01-0175
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01129
Total of all active and inactive participants2015-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01204
Number of participants with account balances2015-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01176
Total number of active participants reported on line 7a of the Form 55002014-01-0169
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01122
Total of all active and inactive participants2014-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01191
Number of participants with account balances2014-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01180
Total number of active participants reported on line 7a of the Form 55002013-01-0162
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01119
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01203
Total number of active participants reported on line 7a of the Form 55002012-01-0159
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01107
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0152
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Total of all active and inactive participants2011-01-0149
Total participants2011-01-0149
Number of participants with account balances2011-01-0149
2010: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0160
Total number of active participants reported on line 7a of the Form 55002010-01-0152
Total of all active and inactive participants2010-01-0152
Total participants2010-01-0152
Number of participants with account balances2010-01-0152
2009: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0161
Total number of active participants reported on line 7a of the Form 55002009-01-0160
Total of all active and inactive participants2009-01-0160
Total participants2009-01-0160
Number of participants with account balances2009-01-0160
2008: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0161
Total number of active participants reported on line 7a of the Form 55002008-01-0161
Total of all active and inactive participants2008-01-0161
Total participants2008-01-0161
Number of participants with account balances2008-01-0161

Financial Data on HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2021 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total transfer of assets from this plan2021-02-28$5,111,311
Total income from all sources (including contributions)2021-02-28$110,485
Total of all expenses incurred2021-02-28$1,096,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$1,096,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$39,548
Value of total assets at end of year2021-02-28$0
Value of total assets at beginning of year2021-02-28$6,096,864
Total interest from all sources2021-02-28$1,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$510,000
If this is an individual account plan, was there a blackout period2021-02-28No
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Contributions received from participants2021-02-28$20,508
Participant contributions at beginning of year2021-02-28$1,300
Participant contributions at beginning of year2021-02-28$5,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$-985,553
Value of net assets at end of year (total assets less liabilities)2021-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$6,096,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$3,226,305
Value of interest in pooled separate accounts at beginning of year2021-02-28$297,870
Interest on participant loans2021-02-28$9
Interest earned on other investments2021-02-28$1,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-02-28$2,558,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$69,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28No
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$19,040
Employer contributions (assets) at beginning of year2021-02-28$6,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$1,096,038
Did the plan have assets held for investment2021-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28Yes
Opinion of an independent qualified public accountant for this plan2021-02-28Disclaimer
Accountancy firm name2021-02-28RBT CPAS, LLP
Accountancy firm EIN2021-02-28141604297
2020 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$932,217
Total of all expenses incurred2020-12-31$270,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$270,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$340,334
Value of total assets at end of year2020-12-31$6,096,864
Value of total assets at beginning of year2020-12-31$5,434,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$74
Total interest from all sources2020-12-31$7,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$510,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$165,977
Participant contributions at end of year2020-12-31$1,300
Participant contributions at end of year2020-12-31$5,819
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,040
Administrative expenses (other) incurred2020-12-31$74
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$662,116
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,096,864
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,434,748
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$3,226,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,913,642
Value of interest in pooled separate accounts at end of year2020-12-31$297,870
Value of interest in pooled separate accounts at beginning of year2020-12-31$304,724
Interest on participant loans2020-12-31$75
Interest earned on other investments2020-12-31$6,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,558,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,216,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$584,813
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$164,317
Employer contributions (assets) at end of year2020-12-31$6,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$270,027
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 name2020-12-31RBT CPAS, LLP
Accountancy firm EIN2020-12-31141604297
2019 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$952,794
Total income from all sources (including contributions)2019-12-31$952,794
Total of all expenses incurred2019-12-31$266,951
Total of all expenses incurred2019-12-31$266,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$266,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$266,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$320,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$320,760
Value of total assets at end of year2019-12-31$5,434,748
Value of total assets at end of year2019-12-31$5,434,748
Value of total assets at beginning of year2019-12-31$4,748,905
Value of total assets at beginning of year2019-12-31$4,748,905
Total interest from all sources2019-12-31$70,436
Total interest from all sources2019-12-31$70,436
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
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$510,000
Value of fidelity bond cover2019-12-31$510,000
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
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$156,934
Contributions received from participants2019-12-31$156,934
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,828
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,828
Other income not declared elsewhere2019-12-31$1,636
Other income not declared elsewhere2019-12-31$1,636
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$685,843
Value of net income/loss2019-12-31$685,843
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,434,748
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,434,748
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,748,905
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,748,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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$2,913,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,913,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,325,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,325,260
Value of interest in pooled separate accounts at end of year2019-12-31$304,724
Value of interest in pooled separate accounts at end of year2019-12-31$304,724
Value of interest in pooled separate accounts at beginning of year2019-12-31$300,273
Value of interest in pooled separate accounts at beginning of year2019-12-31$300,273
Interest earned on other investments2019-12-31$70,436
Interest earned on other investments2019-12-31$70,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,216,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,216,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,123,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,123,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$543,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$543,805
Net investment gain/loss from pooled separate accounts2019-12-31$16,157
Net investment gain/loss from pooled separate accounts2019-12-31$16,157
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$143,998
Contributions received in cash from employer2019-12-31$143,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$266,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$266,951
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 name2019-12-31RBT CPAS, LLP
Accountancy firm name2019-12-31RBT CPAS, LLP
Accountancy firm EIN2019-12-31141604297
Accountancy firm EIN2019-12-31141604297
2018 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$278,444
Total of all expenses incurred2018-12-31$285,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$285,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$359,515
Value of total assets at end of year2018-12-31$4,748,905
Value of total assets at beginning of year2018-12-31$4,755,889
Total interest from all sources2018-12-31$70,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$510,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$129,594
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,984
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,748,905
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,755,889
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$2,325,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,442,632
Value of interest in pooled separate accounts at end of year2018-12-31$300,273
Value of interest in pooled separate accounts at beginning of year2018-12-31$289,744
Interest earned on other investments2018-12-31$70,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,123,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,023,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-165,810
Net investment gain/loss from pooled separate accounts2018-12-31$14,074
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$129,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$285,428
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 name2018-12-31RBT CPAS, LLP
Accountancy firm EIN2018-12-31141604297
2017 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$835,610
Total of all expenses incurred2017-12-31$314,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$314,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$366,425
Value of total assets at end of year2017-12-31$4,755,889
Value of total assets at beginning of year2017-12-31$4,234,438
Total interest from all sources2017-12-31$64,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$510,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$133,981
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$90,402
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$521,451
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,755,889
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,234,438
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$2,442,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,080,356
Value of interest in pooled separate accounts at end of year2017-12-31$289,744
Value of interest in pooled separate accounts at beginning of year2017-12-31$298,769
Interest earned on other investments2017-12-31$64,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,023,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,855,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$392,560
Net investment gain/loss from pooled separate accounts2017-12-31$12,574
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$142,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$314,159
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 name2017-12-31RBT CPAS, LLP
Accountancy firm EIN2017-12-31141604297
2016 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$598,441
Total of all expenses incurred2016-12-31$146,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$146,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$401,888
Value of total assets at end of year2016-12-31$4,234,438
Value of total assets at beginning of year2016-12-31$3,782,421
Total interest from all sources2016-12-31$60,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$510,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$173,118
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$89,870
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$452,017
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,234,438
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,782,421
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$2,080,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,870,765
Value of interest in pooled separate accounts at end of year2016-12-31$298,769
Value of interest in pooled separate accounts at beginning of year2016-12-31$272,245
Interest earned on other investments2016-12-31$60,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,855,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,639,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$121,555
Net investment gain/loss from pooled separate accounts2016-12-31$14,594
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$138,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$146,424
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 name2016-12-31RBT CPAS, LLP
Accountancy firm EIN2016-12-31141604297
2015 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$397,502
Total of all expenses incurred2015-12-31$137,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$137,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$325,852
Value of total assets at end of year2015-12-31$3,782,421
Value of total assets at beginning of year2015-12-31$3,522,012
Total interest from all sources2015-12-31$51,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$146,903
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$44,509
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$260,409
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,782,421
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,522,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,870,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,753,620
Value of interest in pooled separate accounts at end of year2015-12-31$272,245
Value of interest in pooled separate accounts at beginning of year2015-12-31$261,506
Interest on participant loans2015-12-31$1
Interest earned on other investments2015-12-31$51,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,639,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,506,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,017
Net investment gain/loss from pooled separate accounts2015-12-31$21,345
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$134,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$137,093
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 name2015-12-31VANACORE,DEBENEDICTUS,DIGOVANNI& WE
Accountancy firm EIN2015-12-31141604297
2014 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$508,151
Total of all expenses incurred2014-12-31$113,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$113,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$330,500
Value of total assets at end of year2014-12-31$3,522,012
Value of total assets at beginning of year2014-12-31$3,127,524
Total interest from all sources2014-12-31$47,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$126,570
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$77,053
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$394,488
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,522,012
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,127,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,753,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,803,053
Value of interest in pooled separate accounts at end of year2014-12-31$261,506
Value of interest in pooled separate accounts at beginning of year2014-12-31$276,916
Interest earned on other investments2014-12-31$47,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,506,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,047,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$101,630
Net investment gain/loss from pooled separate accounts2014-12-31$28,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$126,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$113,663
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 name2014-12-31SEDORE & CO. CPA'S
Accountancy firm EIN2014-12-31141698408
2013 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$581,606
Total of all expenses incurred2013-12-31$195,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$195,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$206,468
Value of total assets at end of year2013-12-31$3,127,524
Value of total assets at beginning of year2013-12-31$2,740,981
Total interest from all sources2013-12-31$36,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$116,139
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$386,543
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,127,524
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,740,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,803,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,489,797
Value of interest in pooled separate accounts at end of year2013-12-31$276,916
Value of interest in pooled separate accounts at beginning of year2013-12-31$269,402
Interest on participant loans2013-12-31$2
Interest earned on other investments2013-12-31$36,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,047,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$981,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$313,615
Net investment gain/loss from pooled separate accounts2013-12-31$25,430
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$90,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$195,063
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 name2013-12-31SEDORE & CO. CPA'S
Accountancy firm EIN2013-12-31141698408
2012 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$504,667
Total of all expenses incurred2012-12-31$194,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$194,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$270,695
Value of total assets at end of year2012-12-31$2,740,981
Value of total assets at beginning of year2012-12-31$2,430,808
Total interest from all sources2012-12-31$32,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$137,184
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$46,666
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$310,173
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,740,981
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,430,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,489,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,259,716
Value of interest in pooled separate accounts at end of year2012-12-31$269,402
Value of interest in pooled separate accounts at beginning of year2012-12-31$235,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$32,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$981,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$936,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$176,871
Net investment gain/loss from pooled separate accounts2012-12-31$24,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$86,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$194,494
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SEDORE & CO. CPA'S
Accountancy firm EIN2012-12-31141698408
2011 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources2011-12-31$219,017
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$0
Total contributions received or receivable from participants2011-12-31$137,361
Net income (gross income less expenses)2011-12-31$219,017
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$81,656
2010 : HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources2010-12-31$224,930
Expenses. Total of all expenses incurred2010-12-31$224,930
Total plan assets at end of year2010-12-31$0
Total contributions received or receivable from participants2010-12-31$93,804
Expenses. Other expenses not covered elsewhere2010-12-31$224,930
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$131,126

Form 5500 Responses for HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN

2021: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: HUDSON VALLEY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387585
Policy instance 1
Insurance contract or identification number387585
Number of Individuals Covered215
Insurance policy start date2021-01-01
Insurance policy end date2021-02-28
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387585
Policy instance 1
Insurance contract or identification number387585
Number of Individuals Covered258
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387585
Policy instance 1
Insurance contract or identification number387585
Number of Individuals Covered246
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387585
Policy instance 1
Insurance contract or identification number387585
Number of Individuals Covered212
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387585
Policy instance 1
Insurance contract or identification number387585
Number of Individuals Covered204
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387585
Policy instance 1
Insurance contract or identification number387585
Number of Individuals Covered200
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387585
Policy instance 1
Insurance contract or identification number387585
Number of Individuals Covered187
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387585
Policy instance 1
Insurance contract or identification number387585
Number of Individuals Covered173
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387585
Policy instance 1
Insurance contract or identification number387585
Number of Individuals Covered171
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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