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THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN
Plan identification number 001

THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE ARC, ONEIDA-LEWIS CHAPTER, NYSARC has sponsored the creation of one or more 401k plans.

Company Name:THE ARC, ONEIDA-LEWIS CHAPTER, NYSARC
Employer identification number (EIN):150581298
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING 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
0012017-01-01VINCENT VETERE
0012016-01-01VINCENT VETERE
0012015-01-01VINCENT VETERE
0012014-01-01VINCENT VETERE
0012013-01-01VINCENT VETERE
0012012-01-01VINCENT VETERE VINCENT VETERE2013-10-03
0012011-01-01VINCENT VETERE VINCENT VETERE2012-10-02
0012009-01-01VINCENT VETERE VINCENT VETERE2010-10-04

Plan Statistics for THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN

401k plan membership statisitcs for THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN

Measure Date Value
2021: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01797
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
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: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01856
Total number of active participants reported on line 7a of the Form 55002020-01-01663
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01797
Number of participants with account balances2020-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01802
Total number of active participants reported on line 7a of the Form 55002019-01-01716
Number of retired or separated participants receiving benefits2019-01-0125
Number of other retired or separated participants entitled to future benefits2019-01-01115
Total of all active and inactive participants2019-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01856
Number of participants with account balances2019-01-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0141
2018: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01804
Total number of active participants reported on line 7a of the Form 55002018-01-01688
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01802
Number of participants with account balances2018-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01804
Total number of active participants reported on line 7a of the Form 55002017-01-01705
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01804
Number of participants with account balances2017-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01818
Total number of active participants reported on line 7a of the Form 55002016-01-01705
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0197
Total of all active and inactive participants2016-01-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01804
Number of participants with account balances2016-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01797
Total number of active participants reported on line 7a of the Form 55002015-01-01698
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01818
Number of participants with account balances2015-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01827
Total number of active participants reported on line 7a of the Form 55002014-01-01696
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01101
Total of all active and inactive participants2014-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01797
Number of participants with account balances2014-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01911
Total number of active participants reported on line 7a of the Form 55002013-01-01692
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01135
Total of all active and inactive participants2013-01-01827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01827
Number of participants with account balances2013-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01932
Total number of active participants reported on line 7a of the Form 55002012-01-01727
Number of other retired or separated participants entitled to future benefits2012-01-01184
Total of all active and inactive participants2012-01-01911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01911
Number of participants with account balances2012-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0143
2011: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01818
Total number of active participants reported on line 7a of the Form 55002011-01-01620
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01181
Total of all active and inactive participants2011-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01801
Number of participants with account balances2011-01-01750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
2009: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01761
Total number of active participants reported on line 7a of the Form 55002009-01-01625
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01136
Total of all active and inactive participants2009-01-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01763
Number of participants with account balances2009-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN

Measure Date Value
2021 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-27$0
Total transfer of assets from this plan2021-12-27$17,993,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-27$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-27$0
Total income from all sources (including contributions)2021-12-27$3,075,911
Total loss/gain on sale of assets2021-12-27$0
Total of all expenses incurred2021-12-27$2,167,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-27$2,072,051
Expenses. Certain deemed distributions of participant loans2021-12-27$-43,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-27$958,722
Value of total assets at end of year2021-12-27$0
Value of total assets at beginning of year2021-12-27$17,085,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-27$138,355
Total interest from all sources2021-12-27$48,948
Total dividends received (eg from common stock, registered investment company shares)2021-12-27$558,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-27No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-27$558,344
Was this plan covered by a fidelity bond2021-12-27Yes
Value of fidelity bond cover2021-12-27$500,000
If this is an individual account plan, was there a blackout period2021-12-27Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-27$0
Were there any nonexempt tranactions with any party-in-interest2021-12-27No
Contributions received from participants2021-12-27$491,253
Participant contributions at end of year2021-12-27$0
Participant contributions at beginning of year2021-12-27$552,855
Participant contributions at end of year2021-12-27$0
Participant contributions at beginning of year2021-12-27$0
Assets. Other investments not covered elsewhere at end of year2021-12-27$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-27$1,471,418
Income. Received or receivable in cash from other sources (including rollovers)2021-12-27$7,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-27No
Value of net income/loss2021-12-27$908,678
Value of net assets at end of year (total assets less liabilities)2021-12-27$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-27$17,085,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-27No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-27No
Were any leases to which the plan was party in default or uncollectible2021-12-27No
Investment advisory and management fees2021-12-27$37,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-27$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-27$14,563,812
Interest on participant loans2021-12-27$26,335
Interest earned on other investments2021-12-27$22,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-27$1,509,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-27No
Was there a failure to transmit to the plan any participant contributions2021-12-27No
Has the plan failed to provide any benefit when due under the plan2021-12-27No
Contributions received in cash from employer2021-12-27$459,657
Employer contributions (assets) at end of year2021-12-27$0
Employer contributions (assets) at beginning of year2021-12-27$497,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-27$2,072,051
Contract administrator fees2021-12-27$100,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-27Yes
Did the plan have assets held for investment2021-12-27Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-27No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-27Yes
Opinion of an independent qualified public accountant for this plan2021-12-27Disclaimer
Accountancy firm name2021-12-27D'ARCANGELO & COMPANY, LLP
Accountancy firm EIN2021-12-27132550103
2020 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,487,158
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,550,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,423,075
Expenses. Certain deemed distributions of participant loans2020-12-31$33,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$978,986
Value of total assets at end of year2020-12-31$17,085,117
Value of total assets at beginning of year2020-12-31$15,148,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$94,631
Total interest from all sources2020-12-31$40,068
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$581,359
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$581,359
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$415,935
Participant contributions at end of year2020-12-31$552,855
Participant contributions at beginning of year2020-12-31$609,755
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$16,815
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,471,418
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,375,362
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$101,019
Other income not declared elsewhere2020-12-31$59,308
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$1,936,231
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,085,117
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,148,886
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
Investment advisory and management fees2020-12-31$31,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,563,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,641,264
Interest on participant loans2020-12-31$39,631
Interest earned on other investments2020-12-31$437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,827,437
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$462,032
Employer contributions (assets) at end of year2020-12-31$497,032
Employer contributions (assets) at beginning of year2020-12-31$505,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,423,075
Contract administrator fees2020-12-31$63,117
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 name2020-12-31D'ARCANGELO & COMPANY, LLP
Accountancy firm EIN2020-12-31132550103
2019 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,445,124
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,025,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$885,200
Expenses. Certain deemed distributions of participant loans2019-12-31$29,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$901,767
Value of total assets at end of year2019-12-31$15,148,886
Value of total assets at beginning of year2019-12-31$12,728,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$110,651
Total interest from all sources2019-12-31$28,493
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$424,479
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$424,479
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$420,704
Participant contributions at end of year2019-12-31$609,755
Participant contributions at beginning of year2019-12-31$560,836
Participant contributions at end of year2019-12-31$16,815
Participant contributions at beginning of year2019-12-31$16,085
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,375,362
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,367,024
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,027
Other income not declared elsewhere2019-12-31$61,761
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$2,419,935
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,148,886
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,728,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,641,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,248,557
Interest on participant loans2019-12-31$28,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,028,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$475,036
Employer contributions (assets) at end of year2019-12-31$505,690
Employer contributions (assets) at beginning of year2019-12-31$536,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$885,200
Contract administrator fees2019-12-31$81,380
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31D'ARCANGELO & COMPANY, LLP
Accountancy firm EIN2019-12-31132550103
2018 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$430,087
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,274,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,147,389
Expenses. Certain deemed distributions of participant loans2018-12-31$21,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,000,897
Value of total assets at end of year2018-12-31$12,728,951
Value of total assets at beginning of year2018-12-31$13,573,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$105,094
Total interest from all sources2018-12-31$23,926
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$449,480
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$449,480
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$431,188
Participant contributions at end of year2018-12-31$560,836
Participant contributions at beginning of year2018-12-31$433,917
Participant contributions at end of year2018-12-31$16,085
Participant contributions at beginning of year2018-12-31$15,233
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,367,024
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,448,459
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$69,458
Other income not declared elsewhere2018-12-31$57,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-844,212
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,728,951
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,573,163
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
Investment advisory and management fees2018-12-31$29,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,248,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,163,773
Interest on participant loans2018-12-31$23,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,101,721
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$500,251
Employer contributions (assets) at end of year2018-12-31$536,449
Employer contributions (assets) at beginning of year2018-12-31$511,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,147,389
Contract administrator fees2018-12-31$76,023
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 name2018-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2018-12-31132550103
2017 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,751,175
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$839,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$736,032
Expenses. Certain deemed distributions of participant loans2017-12-31$3,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$910,227
Value of total assets at end of year2017-12-31$13,573,163
Value of total assets at beginning of year2017-12-31$11,661,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$99,715
Total interest from all sources2017-12-31$19,764
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$413,828
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$413,828
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$406,330
Participant contributions at end of year2017-12-31$433,917
Participant contributions at beginning of year2017-12-31$470,807
Participant contributions at end of year2017-12-31$15,233
Participant contributions at beginning of year2017-12-31$15,771
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,448,459
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,400,207
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,848
Other income not declared elsewhere2017-12-31$50,705
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$1,911,585
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,573,163
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,661,578
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
Investment advisory and management fees2017-12-31$26,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,163,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,283,144
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$19,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,356,651
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$461,049
Employer contributions (assets) at end of year2017-12-31$511,781
Employer contributions (assets) at beginning of year2017-12-31$491,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$736,032
Contract administrator fees2017-12-31$73,469
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 name2017-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2017-12-31132550103
2016 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,577,160
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,081,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$965,433
Expenses. Certain deemed distributions of participant loans2016-12-31$27,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$873,814
Value of total assets at end of year2016-12-31$11,661,578
Value of total assets at beginning of year2016-12-31$11,165,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$88,388
Total interest from all sources2016-12-31$20,635
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$279,894
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$279,894
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$372,871
Participant contributions at end of year2016-12-31$470,807
Participant contributions at beginning of year2016-12-31$462,085
Participant contributions at end of year2016-12-31$15,771
Participant contributions at beginning of year2016-12-31$13,520
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,400,207
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,550,132
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$70,657
Other income not declared elsewhere2016-12-31$48,658
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$495,626
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,661,578
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,165,952
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
Investment advisory and management fees2016-12-31$23,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,283,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,637,276
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$20,190
Interest earned on other investments2016-12-31$445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$354,159
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$430,286
Employer contributions (assets) at end of year2016-12-31$491,649
Employer contributions (assets) at beginning of year2016-12-31$502,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$965,433
Contract administrator fees2016-12-31$64,585
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 name2016-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2016-12-31132550103
2015 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,013,841
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,747,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,616,460
Expenses. Certain deemed distributions of participant loans2015-12-31$36,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$953,004
Value of total assets at end of year2015-12-31$11,165,952
Value of total assets at beginning of year2015-12-31$11,900,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$95,020
Total interest from all sources2015-12-31$18,975
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$404,888
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$404,888
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$372,593
Participant contributions at end of year2015-12-31$462,085
Participant contributions at beginning of year2015-12-31$486,221
Participant contributions at end of year2015-12-31$13,520
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,550,132
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$100,853
Other income not declared elsewhere2015-12-31$48,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-734,095
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,165,952
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,900,047
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$24,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,637,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,257,196
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$18,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,630,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-411,192
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$479,558
Employer contributions (assets) at end of year2015-12-31$502,939
Employer contributions (assets) at beginning of year2015-12-31$526,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,616,460
Contract administrator fees2015-12-31$70,476
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 name2015-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2015-12-31132550103
2014 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,510,676
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,192,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,077,731
Expenses. Certain deemed distributions of participant loans2014-12-31$41,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,816,946
Value of total assets at end of year2014-12-31$11,900,047
Value of total assets at beginning of year2014-12-31$10,581,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,148
Total interest from all sources2014-12-31$47,335
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$321,431
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$321,431
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$344,956
Participant contributions at end of year2014-12-31$486,221
Participant contributions at beginning of year2014-12-31$514,937
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$980,395
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$1,318,561
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,900,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,581,486
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$23,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,257,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,746,557
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$21,967
Interest earned on other investments2014-12-31$25,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,630,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,647,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$324,964
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$491,595
Employer contributions (assets) at end of year2014-12-31$526,045
Employer contributions (assets) at beginning of year2014-12-31$672,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,077,731
Contract administrator fees2014-12-31$49,511
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 name2014-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2014-12-31132550103
2013 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,327,136
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$390,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$332,173
Expenses. Certain deemed distributions of participant loans2013-12-31$4,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$928,272
Value of total assets at end of year2013-12-31$10,581,486
Value of total assets at beginning of year2013-12-31$8,645,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$54,198
Total interest from all sources2013-12-31$50,187
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$101,274
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$101,274
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 period2013-12-31Yes
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$280,990
Participant contributions at end of year2013-12-31$514,937
Participant contributions at beginning of year2013-12-31$442,705
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,421
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$1,936,201
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,581,486
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,645,285
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$7,746,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,306,963
Interest on participant loans2013-12-31$20,083
Interest earned on other investments2013-12-31$30,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,647,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,223,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$140,509
Net investment gain/loss from pooled separate accounts2013-12-31$1,106,894
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$642,861
Employer contributions (assets) at end of year2013-12-31$672,861
Employer contributions (assets) at beginning of year2013-12-31$672,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$332,173
Contract administrator fees2013-12-31$54,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2013-12-31132550103
2012 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,689,191
Total of all expenses incurred2012-12-31$1,101,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,014,058
Expenses. Certain deemed distributions of participant loans2012-12-31$30,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$955,823
Value of total assets at end of year2012-12-31$8,645,285
Value of total assets at beginning of year2012-12-31$8,057,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,760
Total interest from all sources2012-12-31$17,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$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$282,983
Participant contributions at end of year2012-12-31$442,705
Participant contributions at beginning of year2012-12-31$418,254
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,443
Other income not declared elsewhere2012-12-31$28,266
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$587,689
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,645,285
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,057,596
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
Investment advisory and management fees2012-12-31$56,760
Value of interest in pooled separate accounts at end of year2012-12-31$6,306,963
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,925,976
Interest on participant loans2012-12-31$17,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,223,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,028,321
Net investment gain/loss from pooled separate accounts2012-12-31$687,170
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$647,397
Employer contributions (assets) at end of year2012-12-31$672,397
Employer contributions (assets) at beginning of year2012-12-31$685,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,014,058
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 name2012-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2012-12-31132550103
2011 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2011 401k financial data
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$803,208
Total of all expenses incurred2011-12-31$603,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$555,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$983,371
Value of total assets at end of year2011-12-31$8,057,596
Value of total assets at beginning of year2011-12-31$7,858,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,761
Total interest from all sources2011-12-31$17,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$295,155
Participant contributions at end of year2011-12-31$418,254
Participant contributions at beginning of year2011-12-31$373,086
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,266
Other income not declared elsewhere2011-12-31$26,736
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$199,363
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,057,596
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,858,233
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
Investment advisory and management fees2011-12-31$48,761
Value of interest in pooled separate accounts at end of year2011-12-31$5,925,976
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,740,531
Interest on participant loans2011-12-31$17,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,028,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,021,282
Net investment gain/loss from pooled separate accounts2011-12-31$-224,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$685,045
Employer contributions (assets) at end of year2011-12-31$685,045
Employer contributions (assets) at beginning of year2011-12-31$721,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$555,084
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
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 name2011-12-31D ARCANGELO & CO., LLP
Accountancy firm EIN2011-12-31132550103
2010 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,597,903
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$676,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$620,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$990,453
Value of total assets at end of year2010-12-31$7,858,233
Value of total assets at beginning of year2010-12-31$6,937,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$56,211
Total interest from all sources2010-12-31$19,297
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
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$294,335
Participant contributions at end of year2010-12-31$373,086
Participant contributions at beginning of year2010-12-31$337,825
Participant contributions at beginning of year2010-12-31$326
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$558
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,266
Other income not declared elsewhere2010-12-31$34,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$920,921
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,858,233
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,937,312
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
Investment advisory and management fees2010-12-31$56,211
Value of interest in pooled separate accounts at end of year2010-12-31$5,740,531
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,819,036
Interest on participant loans2010-12-31$19,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,021,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,103,815
Net investment gain/loss from pooled separate accounts2010-12-31$553,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$695,560
Employer contributions (assets) at end of year2010-12-31$721,068
Employer contributions (assets) at beginning of year2010-12-31$676,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$620,771
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
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 name2010-12-31D ARCANGELO & CO., LLP
Accountancy firm EIN2010-12-31132550103
2009 : THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN

2021: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 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: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 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: THE ARC, ONEIDA-LEWIS CHAPTER NYSARC PROFIT SHARING PLAN 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893753-087
Policy instance 1
Insurance contract or identification number893753-087
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-27
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893753-087
Policy instance 1
Insurance contract or identification number893753-087
Number of Individuals Covered109
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893753-087
Policy instance 1
Insurance contract or identification number893753-087
Number of Individuals Covered113
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893753-087
Policy instance 1
Insurance contract or identification number893753-087
Number of Individuals Covered119
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893753-087
Policy instance 1
Insurance contract or identification number893753-087
Number of Individuals Covered126
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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