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MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan NameMOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN
Plan identification number 001

MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC.
Employer identification number (EIN):160918009
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1966-07-05
Company Identification Number: 200159
Legal Registered Office Address: 9882 RIVER ROAD
Oneida
UTICA
United States of America (USA)
13502

More information about MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01
0012021-08-01
0012020-08-01
0012019-08-01AMY TURNER2021-05-17
0012018-08-01
0012017-08-01
0012016-08-01AMY TURNER
0012015-08-01AMY TURNER
0012014-08-01AMY TURNER
0012013-08-01AMY TURNER
0012012-08-01AMY TURNER
0012011-08-01AMY TURNER AMY TURNER2013-04-04
0012009-08-01AMY TURNER AMY TURNER2011-05-10

Plan Statistics for MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN

Measure Date Value
2022: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01306
Total number of active participants reported on line 7a of the Form 55002022-08-01262
Number of retired or separated participants receiving benefits2022-08-013
Number of other retired or separated participants entitled to future benefits2022-08-0139
Total of all active and inactive participants2022-08-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-08-011
Total participants2022-08-01305
Number of participants with account balances2022-08-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-08-0115
2021: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01327
Total number of active participants reported on line 7a of the Form 55002021-08-01275
Number of retired or separated participants receiving benefits2021-08-017
Number of other retired or separated participants entitled to future benefits2021-08-0137
Total of all active and inactive participants2021-08-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-011
Total participants2021-08-01320
Number of participants with account balances2021-08-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-0117
2020: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01329
Total number of active participants reported on line 7a of the Form 55002020-08-01281
Number of retired or separated participants receiving benefits2020-08-014
Number of other retired or separated participants entitled to future benefits2020-08-0137
Total of all active and inactive participants2020-08-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-012
Total participants2020-08-01324
Number of participants with account balances2020-08-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-0115
2019: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01371
Total number of active participants reported on line 7a of the Form 55002019-08-01320
Number of retired or separated participants receiving benefits2019-08-013
Number of other retired or separated participants entitled to future benefits2019-08-0138
Total of all active and inactive participants2019-08-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-011
Total participants2019-08-01362
Number of participants with account balances2019-08-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-0129
2018: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01342
Total number of active participants reported on line 7a of the Form 55002018-08-01280
Number of retired or separated participants receiving benefits2018-08-0113
Number of other retired or separated participants entitled to future benefits2018-08-0155
Total of all active and inactive participants2018-08-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-01348
Number of participants with account balances2018-08-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-0157
2017: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01331
Total number of active participants reported on line 7a of the Form 55002017-08-01303
Number of retired or separated participants receiving benefits2017-08-017
Number of other retired or separated participants entitled to future benefits2017-08-0149
Total of all active and inactive participants2017-08-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-01359
Number of participants with account balances2017-08-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-0168
2016: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01456
Total number of active participants reported on line 7a of the Form 55002016-08-01273
Number of retired or separated participants receiving benefits2016-08-012
Number of other retired or separated participants entitled to future benefits2016-08-0149
Total of all active and inactive participants2016-08-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-01324
Number of participants with account balances2016-08-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-0137
2015: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01258
Total number of active participants reported on line 7a of the Form 55002015-08-01248
Number of retired or separated participants receiving benefits2015-08-0111
Number of other retired or separated participants entitled to future benefits2015-08-01197
Total of all active and inactive participants2015-08-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-01456
Number of participants with account balances2015-08-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-0146
2014: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01516
Total number of active participants reported on line 7a of the Form 55002014-08-01488
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-0186
Total of all active and inactive participants2014-08-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-01574
Number of participants with account balances2014-08-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-012
2013: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01485
Total number of active participants reported on line 7a of the Form 55002013-08-01440
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-0176
Total of all active and inactive participants2013-08-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-01516
Number of participants with account balances2013-08-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-019
2012: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01352
Total number of active participants reported on line 7a of the Form 55002012-08-01404
Number of other retired or separated participants entitled to future benefits2012-08-0181
Total of all active and inactive participants2012-08-01485
Total participants2012-08-01485
Number of participants with account balances2012-08-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-014
2011: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01468
Total number of active participants reported on line 7a of the Form 55002011-08-01356
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-0167
Total of all active and inactive participants2011-08-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-01423
Number of participants with account balances2011-08-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-013
2009: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01382
Total number of active participants reported on line 7a of the Form 55002009-08-01370
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-0139
Total of all active and inactive participants2009-08-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-01409
Number of participants with account balances2009-08-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-0110

Financial Data on MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN

Measure Date Value
2023 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total income from all sources (including contributions)2023-07-31$882,307
Total loss/gain on sale of assets2023-07-31$0
Total of all expenses incurred2023-07-31$593,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-07-31$573,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-07-31$589,201
Value of total assets at end of year2023-07-31$5,135,459
Value of total assets at beginning of year2023-07-31$4,846,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-07-31$20,086
Total interest from all sources2023-07-31$4,999
Total dividends received (eg from common stock, registered investment company shares)2023-07-31$185,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-07-31$185,911
Was this plan covered by a fidelity bond2023-07-31Yes
Value of fidelity bond cover2023-07-31$500,000
If this is an individual account plan, was there a blackout period2023-07-31No
Were there any nonexempt tranactions with any party-in-interest2023-07-31No
Contributions received from participants2023-07-31$290,866
Participant contributions at end of year2023-07-31$78,152
Participant contributions at beginning of year2023-07-31$96,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Value of net income/loss2023-07-31$288,991
Value of net assets at end of year (total assets less liabilities)2023-07-31$5,135,459
Value of net assets at beginning of year (total assets less liabilities)2023-07-31$4,846,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-07-31No
Were any leases to which the plan was party in default or uncollectible2023-07-31No
Investment advisory and management fees2023-07-31$7,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-07-31$4,006,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-07-31$3,757,721
Interest on participant loans2023-07-31$4,999
Value of interest in common/collective trusts at end of year2023-07-31$1,050,986
Value of interest in common/collective trusts at beginning of year2023-07-31$992,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-07-31$80,230
Net investment gain or loss from common/collective trusts2023-07-31$21,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-07-31No
Was there a failure to transmit to the plan any participant contributions2023-07-31No
Has the plan failed to provide any benefit when due under the plan2023-07-31No
Contributions received in cash from employer2023-07-31$298,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-07-31$573,230
Contract administrator fees2023-07-31$13,085
Did the plan have assets held for investment2023-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-07-31No
Opinion of an independent qualified public accountant for this plan2023-07-31Unqualified
Accountancy firm name2023-07-31EFPR GROUP LLP
Accountancy firm EIN2023-07-31474526160
2022 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$9,951
Total income from all sources (including contributions)2022-07-31$250,259
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$504,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$465,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$532,953
Value of total assets at end of year2022-07-31$4,846,468
Value of total assets at beginning of year2022-07-31$5,111,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$39,635
Total interest from all sources2022-07-31$3,871
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$262,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-31$262,829
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$500,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Contributions received from participants2022-07-31$242,723
Participant contributions at end of year2022-07-31$96,239
Participant contributions at beginning of year2022-07-31$78,753
Income. Received or receivable in cash from other sources (including rollovers)2022-07-31$35,474
Total non interest bearing cash at end of year2022-07-31$0
Total non interest bearing cash at beginning of year2022-07-31$9,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-254,586
Value of net assets at end of year (total assets less liabilities)2022-07-31$4,846,468
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$5,101,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Investment advisory and management fees2022-07-31$15,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-31$3,757,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$4,096,937
Interest on participant loans2022-07-31$3,871
Value of interest in common/collective trusts at end of year2022-07-31$992,508
Value of interest in common/collective trusts at beginning of year2022-07-31$925,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-31$-566,568
Net investment gain or loss from common/collective trusts2022-07-31$17,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31No
Was there a failure to transmit to the plan any participant contributions2022-07-31No
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Contributions received in cash from employer2022-07-31$254,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$465,210
Contract administrator fees2022-07-31$24,463
Liabilities. Value of benefit claims payable at end of year2022-07-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-07-31$9,951
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31No
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31EFPR GROUP LLP
Accountancy firm EIN2022-07-31474526160
2021 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$9,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$5,130
Total income from all sources (including contributions)2021-07-31$1,426,797
Total loss/gain on sale of assets2021-07-31$0
Total of all expenses incurred2021-07-31$385,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-31$331,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-31$529,003
Value of total assets at end of year2021-07-31$5,111,005
Value of total assets at beginning of year2021-07-31$4,065,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-31$54,080
Total interest from all sources2021-07-31$5,028
Total dividends received (eg from common stock, registered investment company shares)2021-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-31No
Was this plan covered by a fidelity bond2021-07-31Yes
Value of fidelity bond cover2021-07-31$500,000
If this is an individual account plan, was there a blackout period2021-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$0
Were there any nonexempt tranactions with any party-in-interest2021-07-31No
Contributions received from participants2021-07-31$243,445
Participant contributions at end of year2021-07-31$78,753
Participant contributions at beginning of year2021-07-31$89,562
Income. Received or receivable in cash from other sources (including rollovers)2021-07-31$31,970
Total non interest bearing cash at end of year2021-07-31$9,951
Total non interest bearing cash at beginning of year2021-07-31$5,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Value of net income/loss2021-07-31$1,041,011
Value of net assets at end of year (total assets less liabilities)2021-07-31$5,101,054
Value of net assets at beginning of year (total assets less liabilities)2021-07-31$4,060,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-31No
Were any leases to which the plan was party in default or uncollectible2021-07-31No
Investment advisory and management fees2021-07-31$21,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-31$4,096,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-31$3,088,612
Interest on participant loans2021-07-31$5,028
Value of interest in common/collective trusts at end of year2021-07-31$925,364
Value of interest in common/collective trusts at beginning of year2021-07-31$881,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-07-31$874,810
Net investment gain or loss from common/collective trusts2021-07-31$17,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-31No
Was there a failure to transmit to the plan any participant contributions2021-07-31No
Has the plan failed to provide any benefit when due under the plan2021-07-31No
Contributions received in cash from employer2021-07-31$253,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-31$331,706
Contract administrator fees2021-07-31$33,028
Liabilities. Value of benefit claims payable at end of year2021-07-31$9,951
Liabilities. Value of benefit claims payable at beginning of year2021-07-31$5,130
Did the plan have assets held for investment2021-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-31No
Opinion of an independent qualified public accountant for this plan2021-07-31Disclaimer
Accountancy firm name2021-07-31EFPR GROUP LLP
Accountancy firm EIN2021-07-31474526160
2020 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$5,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total income from all sources (including contributions)2020-07-31$781,144
Total loss/gain on sale of assets2020-07-31$0
Total of all expenses incurred2020-07-31$558,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$506,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$541,441
Value of total assets at end of year2020-07-31$4,065,173
Value of total assets at beginning of year2020-07-31$3,837,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$52,057
Total interest from all sources2020-07-31$5,979
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31No
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$500,000
If this is an individual account plan, was there a blackout period2020-07-31No
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Contributions received from participants2020-07-31$241,028
Participant contributions at end of year2020-07-31$89,562
Participant contributions at beginning of year2020-07-31$102,544
Income. Received or receivable in cash from other sources (including rollovers)2020-07-31$46,535
Total non interest bearing cash at end of year2020-07-31$5,130
Total non interest bearing cash at beginning of year2020-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$222,583
Value of net assets at end of year (total assets less liabilities)2020-07-31$4,060,043
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$3,837,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Investment advisory and management fees2020-07-31$18,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-31$3,088,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-31$2,868,789
Interest on participant loans2020-07-31$5,979
Value of interest in common/collective trusts at end of year2020-07-31$881,869
Value of interest in common/collective trusts at beginning of year2020-07-31$866,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-31$212,837
Net investment gain or loss from common/collective trusts2020-07-31$20,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31No
Was there a failure to transmit to the plan any participant contributions2020-07-31No
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Contributions received in cash from employer2020-07-31$253,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-31$506,504
Contract administrator fees2020-07-31$33,311
Liabilities. Value of benefit claims payable at end of year2020-07-31$5,130
Liabilities. Value of benefit claims payable at beginning of year2020-07-31$0
Did the plan have assets held for investment2020-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-31Yes
Opinion of an independent qualified public accountant for this plan2020-07-31Disclaimer
Accountancy firm name2020-07-31EFPR GROUP, LLC
Accountancy firm EIN2020-07-31474526160
2019 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total income from all sources (including contributions)2019-07-31$685,919
Total loss/gain on sale of assets2019-07-31$0
Total of all expenses incurred2019-07-31$461,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-31$410,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-31$499,463
Value of total assets at end of year2019-07-31$3,837,460
Value of total assets at beginning of year2019-07-31$3,613,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-31$51,069
Total interest from all sources2019-07-31$4,144
Total dividends received (eg from common stock, registered investment company shares)2019-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-31No
Was this plan covered by a fidelity bond2019-07-31Yes
Value of fidelity bond cover2019-07-31$500,000
If this is an individual account plan, was there a blackout period2019-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
Were there any nonexempt tranactions with any party-in-interest2019-07-31No
Contributions received from participants2019-07-31$231,947
Participant contributions at end of year2019-07-31$102,544
Participant contributions at beginning of year2019-07-31$67,502
Income. Received or receivable in cash from other sources (including rollovers)2019-07-31$8,200
Total non interest bearing cash at end of year2019-07-31$0
Total non interest bearing cash at beginning of year2019-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Value of net income/loss2019-07-31$224,435
Value of net assets at end of year (total assets less liabilities)2019-07-31$3,837,460
Value of net assets at beginning of year (total assets less liabilities)2019-07-31$3,613,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-31No
Were any leases to which the plan was party in default or uncollectible2019-07-31No
Investment advisory and management fees2019-07-31$17,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-31$2,868,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-31$2,660,094
Interest on participant loans2019-07-31$4,144
Value of interest in common/collective trusts at end of year2019-07-31$866,127
Value of interest in common/collective trusts at beginning of year2019-07-31$885,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-07-31$160,551
Net investment gain or loss from common/collective trusts2019-07-31$21,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-31No
Was there a failure to transmit to the plan any participant contributions2019-07-31No
Has the plan failed to provide any benefit when due under the plan2019-07-31No
Contributions received in cash from employer2019-07-31$259,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-31$410,415
Contract administrator fees2019-07-31$33,678
Did the plan have assets held for investment2019-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-31Yes
Opinion of an independent qualified public accountant for this plan2019-07-31Disclaimer
Accountancy firm name2019-07-31BONADIO & CO., LLP
Accountancy firm EIN2019-07-31161131146
2018 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total income from all sources (including contributions)2018-07-31$720,021
Total loss/gain on sale of assets2018-07-31$0
Total of all expenses incurred2018-07-31$388,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$341,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$482,359
Value of total assets at end of year2018-07-31$3,613,025
Value of total assets at beginning of year2018-07-31$3,281,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$47,003
Total interest from all sources2018-07-31$3,170
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31No
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$500,000
If this is an individual account plan, was there a blackout period2018-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Contributions received from participants2018-07-31$223,843
Participant contributions at end of year2018-07-31$67,502
Participant contributions at beginning of year2018-07-31$74,953
Income. Received or receivable in cash from other sources (including rollovers)2018-07-31$3,113
Total non interest bearing cash at end of year2018-07-31$0
Total non interest bearing cash at beginning of year2018-07-31$16,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$331,560
Value of net assets at end of year (total assets less liabilities)2018-07-31$3,613,025
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$3,281,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Investment advisory and management fees2018-07-31$16,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$2,660,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$2,379,223
Interest on participant loans2018-07-31$3,170
Value of interest in common/collective trusts at end of year2018-07-31$885,429
Value of interest in common/collective trusts at beginning of year2018-07-31$810,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-31$214,904
Net investment gain or loss from common/collective trusts2018-07-31$19,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31No
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$255,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$341,458
Contract administrator fees2018-07-31$30,667
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31Yes
Opinion of an independent qualified public accountant for this plan2018-07-31Disclaimer
Accountancy firm name2018-07-31BONADIO & CO., LLP
Accountancy firm EIN2018-07-31161131146
2017 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total income from all sources (including contributions)2017-07-31$723,798
Total loss/gain on sale of assets2017-07-31$0
Total of all expenses incurred2017-07-31$922,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-31$867,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-31$426,408
Value of total assets at end of year2017-07-31$3,281,465
Value of total assets at beginning of year2017-07-31$3,480,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-31$54,474
Total interest from all sources2017-07-31$3,664
Total dividends received (eg from common stock, registered investment company shares)2017-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-31No
Was this plan covered by a fidelity bond2017-07-31Yes
Value of fidelity bond cover2017-07-31$500,000
If this is an individual account plan, was there a blackout period2017-07-31No
Were there any nonexempt tranactions with any party-in-interest2017-07-31No
Contributions received from participants2017-07-31$212,997
Participant contributions at end of year2017-07-31$74,953
Participant contributions at beginning of year2017-07-31$88,636
Income. Received or receivable in cash from other sources (including rollovers)2017-07-31$31,678
Total non interest bearing cash at end of year2017-07-31$16,292
Total non interest bearing cash at beginning of year2017-07-31$46,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Value of net income/loss2017-07-31$-198,598
Value of net assets at end of year (total assets less liabilities)2017-07-31$3,281,465
Value of net assets at beginning of year (total assets less liabilities)2017-07-31$3,480,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-31No
Were any leases to which the plan was party in default or uncollectible2017-07-31No
Investment advisory and management fees2017-07-31$20,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-07-31$2,379,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-07-31$2,656,552
Interest on participant loans2017-07-31$3,664
Value of interest in common/collective trusts at end of year2017-07-31$810,997
Value of interest in common/collective trusts at beginning of year2017-07-31$688,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-07-31$276,432
Net investment gain or loss from common/collective trusts2017-07-31$17,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-31No
Was there a failure to transmit to the plan any participant contributions2017-07-31No
Has the plan failed to provide any benefit when due under the plan2017-07-31No
Contributions received in cash from employer2017-07-31$181,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-07-31$867,922
Contract administrator fees2017-07-31$33,548
Did the plan have assets held for investment2017-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-31Yes
Opinion of an independent qualified public accountant for this plan2017-07-31Disclaimer
Accountancy firm name2017-07-31BONADIO & CO., LLP
Accountancy firm EIN2017-07-31161131146
2016 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total income from all sources (including contributions)2016-07-31$524,134
Total loss/gain on sale of assets2016-07-31$0
Total of all expenses incurred2016-07-31$408,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$365,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$397,620
Value of total assets at end of year2016-07-31$3,480,063
Value of total assets at beginning of year2016-07-31$3,364,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$43,846
Total interest from all sources2016-07-31$4,342
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$500,000
If this is an individual account plan, was there a blackout period2016-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Contributions received from participants2016-07-31$210,813
Participant contributions at end of year2016-07-31$88,636
Participant contributions at beginning of year2016-07-31$120,669
Participant contributions at end of year2016-07-31$0
Participant contributions at beginning of year2016-07-31$7,947
Income. Received or receivable in cash from other sources (including rollovers)2016-07-31$23,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-07-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-07-31$0
Liabilities. Value of operating payables at end of year2016-07-31$0
Liabilities. Value of operating payables at beginning of year2016-07-31$0
Total non interest bearing cash at end of year2016-07-31$46,631
Total non interest bearing cash at beginning of year2016-07-31$452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$115,263
Value of net assets at end of year (total assets less liabilities)2016-07-31$3,480,063
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$3,364,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Investment advisory and management fees2016-07-31$9,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-31$2,656,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-31$2,568,762
Interest on participant loans2016-07-31$4,342
Value of interest in common/collective trusts at end of year2016-07-31$688,244
Value of interest in common/collective trusts at beginning of year2016-07-31$660,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-31$113,131
Net investment gain or loss from common/collective trusts2016-07-31$9,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31No
Was there a failure to transmit to the plan any participant contributions2016-07-31Yes
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$162,986
Employer contributions (assets) at end of year2016-07-31$0
Employer contributions (assets) at beginning of year2016-07-31$6,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$365,025
Contract administrator fees2016-07-31$34,534
Liabilities. Value of benefit claims payable at end of year2016-07-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-07-31$0
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31No
Liabilities. Value of acquisition indebtedness at end of year2016-07-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-07-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31Yes
Opinion of an independent qualified public accountant for this plan2016-07-31Disclaimer
Accountancy firm name2016-07-31BONADIO & CO., LLP
Accountancy firm EIN2016-07-31161131146
2015 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-07-31$576,448
Total of all expenses incurred2015-07-31$318,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$315,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$406,083
Value of total assets at end of year2015-07-31$3,364,800
Value of total assets at beginning of year2015-07-31$3,106,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$2,498
Total interest from all sources2015-07-31$4,925
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$124,402
Total dividends received from registered investment company shares (eg mutual funds)2015-07-31$124,402
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$500,000
If this is an individual account plan, was there a blackout period2015-07-31No
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Contributions received from participants2015-07-31$216,728
Participant contributions at end of year2015-07-31$120,669
Participant contributions at beginning of year2015-07-31$139,073
Participant contributions at end of year2015-07-31$7,947
Participant contributions at beginning of year2015-07-31$8,298
Income. Received or receivable in cash from other sources (including rollovers)2015-07-31$20,443
Total non interest bearing cash at end of year2015-07-31$452
Total non interest bearing cash at beginning of year2015-07-31$11,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Value of net income/loss2015-07-31$258,355
Value of net assets at end of year (total assets less liabilities)2015-07-31$3,364,800
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$3,106,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$2,568,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$2,310,782
Interest on participant loans2015-07-31$4,925
Value of interest in common/collective trusts at end of year2015-07-31$660,754
Value of interest in common/collective trusts at beginning of year2015-07-31$630,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-31$41,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31No
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Contributions received in cash from employer2015-07-31$168,912
Employer contributions (assets) at end of year2015-07-31$6,216
Employer contributions (assets) at beginning of year2015-07-31$5,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$315,595
Contract administrator fees2015-07-31$2,498
Did the plan have assets held for investment2015-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31Yes
Opinion of an independent qualified public accountant for this plan2015-07-31Disclaimer
Accountancy firm name2015-07-31BONADIO & CO., LLP
Accountancy firm EIN2015-07-31161131146
2014 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-07-31$962,969
Total of all expenses incurred2014-07-31$346,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$304,043
Expenses. Certain deemed distributions of participant loans2014-07-31$19,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$707,127
Value of total assets at end of year2014-07-31$3,106,445
Value of total assets at beginning of year2014-07-31$2,490,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$23,229
Total interest from all sources2014-07-31$4,363
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$86,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-07-31$86,918
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$500,000
If this is an individual account plan, was there a blackout period2014-07-31No
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Contributions received from participants2014-07-31$208,175
Participant contributions at end of year2014-07-31$139,073
Participant contributions at beginning of year2014-07-31$48,224
Participant contributions at end of year2014-07-31$8,298
Participant contributions at beginning of year2014-07-31$8,030
Income. Received or receivable in cash from other sources (including rollovers)2014-07-31$324,675
Total non interest bearing cash at end of year2014-07-31$11,589
Total non interest bearing cash at beginning of year2014-07-31$3,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$616,431
Value of net assets at end of year (total assets less liabilities)2014-07-31$3,106,445
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$2,490,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$2,310,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$1,821,355
Interest on participant loans2014-07-31$4,363
Value of interest in common/collective trusts at end of year2014-07-31$630,727
Value of interest in common/collective trusts at beginning of year2014-07-31$602,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-07-31$164,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31Yes
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$174,277
Employer contributions (assets) at end of year2014-07-31$5,976
Employer contributions (assets) at beginning of year2014-07-31$6,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$304,043
Contract administrator fees2014-07-31$23,229
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31Yes
Opinion of an independent qualified public accountant for this plan2014-07-31Disclaimer
Accountancy firm name2014-07-31BONADIO & CO., LLP
Accountancy firm EIN2014-07-31161131146
2013 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-07-31$822,205
Total of all expenses incurred2013-07-31$214,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$201,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$543,419
Value of total assets at end of year2013-07-31$2,490,014
Value of total assets at beginning of year2013-07-31$1,882,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$13,195
Total interest from all sources2013-07-31$149
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$42,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-07-31$42,169
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$500,000
If this is an individual account plan, was there a blackout period2013-07-31No
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Contributions received from participants2013-07-31$224,435
Participant contributions at end of year2013-07-31$48,224
Participant contributions at end of year2013-07-31$8,030
Participant contributions at beginning of year2013-07-31$8,611
Income. Received or receivable in cash from other sources (including rollovers)2013-07-31$136,141
Total non interest bearing cash at end of year2013-07-31$3,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$607,837
Value of net assets at end of year (total assets less liabilities)2013-07-31$2,490,014
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$1,882,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Investment advisory and management fees2013-07-31$175
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-07-31$1,821,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-07-31$1,388,988
Interest on participant loans2013-07-31$149
Value of interest in common/collective trusts at end of year2013-07-31$602,535
Value of interest in common/collective trusts at beginning of year2013-07-31$478,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-07-31$236,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31No
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$182,843
Employer contributions (assets) at end of year2013-07-31$6,434
Employer contributions (assets) at beginning of year2013-07-31$6,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$201,173
Contract administrator fees2013-07-31$13,020
Did the plan have assets held for investment2013-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31Yes
Opinion of an independent qualified public accountant for this plan2013-07-31Disclaimer
Accountancy firm name2013-07-31BONADIO & CO., LLP
Accountancy firm EIN2013-07-31161131146
2012 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total income from all sources (including contributions)2012-07-31$480,793
Total loss/gain on sale of assets2012-07-31$0
Total of all expenses incurred2012-07-31$176,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-07-31$164,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-07-31$439,593
Value of total assets at end of year2012-07-31$1,882,177
Value of total assets at beginning of year2012-07-31$1,578,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-07-31$12,057
Total interest from all sources2012-07-31$26,178
Total dividends received (eg from common stock, registered investment company shares)2012-07-31$8,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-07-31$8,103
Was this plan covered by a fidelity bond2012-07-31Yes
Value of fidelity bond cover2012-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-07-31No
Contributions received from participants2012-07-31$249,050
Participant contributions at end of year2012-07-31$8,611
Participant contributions at beginning of year2012-07-31$9,056
Income. Received or receivable in cash from other sources (including rollovers)2012-07-31$2,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Value of net income/loss2012-07-31$304,150
Value of net assets at end of year (total assets less liabilities)2012-07-31$1,882,177
Value of net assets at beginning of year (total assets less liabilities)2012-07-31$1,578,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-07-31No
Were any leases to which the plan was party in default or uncollectible2012-07-31No
Investment advisory and management fees2012-07-31$7,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-07-31$1,388,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-07-31$1,154,289
Interest earned on other investments2012-07-31$26,178
Value of interest in common/collective trusts at end of year2012-07-31$478,273
Value of interest in common/collective trusts at beginning of year2012-07-31$407,644
Net investment gain or loss from common/collective trusts2012-07-31$6,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-07-31No
Was there a failure to transmit to the plan any participant contributions2012-07-31No
Has the plan failed to provide any benefit when due under the plan2012-07-31No
Contributions received in cash from employer2012-07-31$187,798
Employer contributions (assets) at end of year2012-07-31$6,305
Employer contributions (assets) at beginning of year2012-07-31$7,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-07-31$164,586
Contract administrator fees2012-07-31$4,197
Did the plan have assets held for investment2012-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-07-31Yes
Opinion of an independent qualified public accountant for this plan2012-07-31Disclaimer
Accountancy firm name2012-07-31BONADIO & CO., LLP
Accountancy firm EIN2012-07-31161131146
2011 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$0
Total income from all sources (including contributions)2011-07-31$609,861
Total loss/gain on sale of assets2011-07-31$0
Total of all expenses incurred2011-07-31$114,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-07-31$104,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-07-31$455,426
Value of total assets at end of year2011-07-31$1,578,027
Value of total assets at beginning of year2011-07-31$1,082,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-07-31$9,935
Total interest from all sources2011-07-31$3,900
Total dividends received (eg from common stock, registered investment company shares)2011-07-31$20,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-07-31$20,260
Was this plan covered by a fidelity bond2011-07-31Yes
Value of fidelity bond cover2011-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-07-31No
Contributions received from participants2011-07-31$258,745
Participant contributions at end of year2011-07-31$9,056
Participant contributions at beginning of year2011-07-31$8,720
Income. Received or receivable in cash from other sources (including rollovers)2011-07-31$2,843
Total non interest bearing cash at beginning of year2011-07-31$462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Value of net income/loss2011-07-31$495,811
Value of net assets at end of year (total assets less liabilities)2011-07-31$1,578,027
Value of net assets at beginning of year (total assets less liabilities)2011-07-31$1,082,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-07-31No
Were any leases to which the plan was party in default or uncollectible2011-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-07-31$1,154,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-07-31$793,850
Interest earned on other investments2011-07-31$3,900
Value of interest in common/collective trusts at end of year2011-07-31$407,644
Value of interest in common/collective trusts at beginning of year2011-07-31$272,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-07-31$123,864
Net investment gain/loss from pooled separate accounts2011-07-31$6,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-07-31No
Was there a failure to transmit to the plan any participant contributions2011-07-31No
Has the plan failed to provide any benefit when due under the plan2011-07-31No
Contributions received in cash from employer2011-07-31$193,838
Employer contributions (assets) at end of year2011-07-31$7,038
Employer contributions (assets) at beginning of year2011-07-31$7,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-07-31$104,115
Contract administrator fees2011-07-31$9,935
Did the plan have assets held for investment2011-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-07-31Yes
Opinion of an independent qualified public accountant for this plan2011-07-31Disclaimer
Accountancy firm name2011-07-31BONADIO & CO., LLP
Accountancy firm EIN2011-07-31161131146

Form 5500 Responses for MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN

2022: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement - TrustYes
2021: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement - TrustYes
2020: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement - TrustYes
2019: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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