Plan Name | MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-08-01 | ||||
001 | 2021-08-01 | ||||
001 | 2020-08-01 | ||||
001 | 2019-08-01 | AMY TURNER | 2021-05-17 | ||
001 | 2018-08-01 | ||||
001 | 2017-08-01 | ||||
001 | 2016-08-01 | AMY TURNER | |||
001 | 2015-08-01 | AMY TURNER | |||
001 | 2014-08-01 | AMY TURNER | |||
001 | 2013-08-01 | AMY TURNER | |||
001 | 2012-08-01 | AMY TURNER | |||
001 | 2011-08-01 | AMY TURNER | AMY TURNER | 2013-04-04 | |
001 | 2009-08-01 | AMY TURNER | AMY TURNER | 2011-05-10 |
Measure | Date | Value |
---|---|---|
2022: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-08-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 262 |
Number of retired or separated participants receiving benefits | 2022-08-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-08-01 | 39 |
Total of all active and inactive participants | 2022-08-01 | 304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-08-01 | 1 |
Total participants | 2022-08-01 | 305 |
Number of participants with account balances | 2022-08-01 | 286 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-08-01 | 15 |
2021: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-08-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 275 |
Number of retired or separated participants receiving benefits | 2021-08-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 37 |
Total of all active and inactive participants | 2021-08-01 | 319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 1 |
Total participants | 2021-08-01 | 320 |
Number of participants with account balances | 2021-08-01 | 293 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 17 |
2020: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-08-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 281 |
Number of retired or separated participants receiving benefits | 2020-08-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 37 |
Total of all active and inactive participants | 2020-08-01 | 322 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 2 |
Total participants | 2020-08-01 | 324 |
Number of participants with account balances | 2020-08-01 | 298 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 15 |
2019: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-08-01 | 371 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 320 |
Number of retired or separated participants receiving benefits | 2019-08-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 38 |
Total of all active and inactive participants | 2019-08-01 | 361 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 1 |
Total participants | 2019-08-01 | 362 |
Number of participants with account balances | 2019-08-01 | 304 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 29 |
2018: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-08-01 | 342 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 280 |
Number of retired or separated participants receiving benefits | 2018-08-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 55 |
Total of all active and inactive participants | 2018-08-01 | 348 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 0 |
Total participants | 2018-08-01 | 348 |
Number of participants with account balances | 2018-08-01 | 336 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 57 |
2017: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-08-01 | 331 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 303 |
Number of retired or separated participants receiving benefits | 2017-08-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 49 |
Total of all active and inactive participants | 2017-08-01 | 359 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 0 |
Total participants | 2017-08-01 | 359 |
Number of participants with account balances | 2017-08-01 | 358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 68 |
2016: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-08-01 | 456 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 273 |
Number of retired or separated participants receiving benefits | 2016-08-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 49 |
Total of all active and inactive participants | 2016-08-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
Total participants | 2016-08-01 | 324 |
Number of participants with account balances | 2016-08-01 | 319 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 37 |
2015: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-08-01 | 258 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 248 |
Number of retired or separated participants receiving benefits | 2015-08-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 197 |
Total of all active and inactive participants | 2015-08-01 | 456 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
Total participants | 2015-08-01 | 456 |
Number of participants with account balances | 2015-08-01 | 456 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 46 |
2014: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-08-01 | 516 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 488 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 86 |
Total of all active and inactive participants | 2014-08-01 | 574 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
Total participants | 2014-08-01 | 574 |
Number of participants with account balances | 2014-08-01 | 496 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 2 |
2013: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-08-01 | 485 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 440 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 76 |
Total of all active and inactive participants | 2013-08-01 | 516 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
Total participants | 2013-08-01 | 516 |
Number of participants with account balances | 2013-08-01 | 537 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 9 |
2012: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-08-01 | 352 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 404 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 81 |
Total of all active and inactive participants | 2012-08-01 | 485 |
Total participants | 2012-08-01 | 485 |
Number of participants with account balances | 2012-08-01 | 364 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 4 |
2011: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-08-01 | 468 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 356 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 67 |
Total of all active and inactive participants | 2011-08-01 | 423 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
Total participants | 2011-08-01 | 423 |
Number of participants with account balances | 2011-08-01 | 352 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 3 |
2009: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-08-01 | 382 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 370 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 39 |
Total of all active and inactive participants | 2009-08-01 | 409 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
Total participants | 2009-08-01 | 409 |
Number of participants with account balances | 2009-08-01 | 322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 10 |
Measure | Date | Value |
---|---|---|
2023 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-07-31 | $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 assets | 2023-07-31 | $0 |
Total of all expenses incurred | 2023-07-31 | $593,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-07-31 | $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 year | 2023-07-31 | $5,135,459 |
Value of total assets at beginning of year | 2023-07-31 | $4,846,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-07-31 | $20,086 |
Total interest from all sources | 2023-07-31 | $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 year | 2023-07-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-07-31 | $185,911 |
Was this plan covered by a fidelity bond | 2023-07-31 | Yes |
Value of fidelity bond cover | 2023-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-07-31 | No |
Contributions received from participants | 2023-07-31 | $290,866 |
Participant contributions at end of year | 2023-07-31 | $78,152 |
Participant contributions at beginning of year | 2023-07-31 | $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 appraiser | 2023-07-31 | No |
Value of net income/loss | 2023-07-31 | $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) | 2023-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-07-31 | No |
Investment advisory and management fees | 2023-07-31 | $7,001 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-07-31 | $4,006,321 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-07-31 | $3,757,721 |
Interest on participant loans | 2023-07-31 | $4,999 |
Value of interest in common/collective trusts at end of year | 2023-07-31 | $1,050,986 |
Value of interest in common/collective trusts at beginning of year | 2023-07-31 | $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 trusts | 2023-07-31 | $21,966 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-07-31 | No |
Contributions received in cash from employer | 2023-07-31 | $298,335 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-07-31 | $573,230 |
Contract administrator fees | 2023-07-31 | $13,085 |
Did the plan have assets held for investment | 2023-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-07-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-07-31 | Unqualified |
Accountancy firm name | 2023-07-31 | EFPR GROUP LLP |
Accountancy firm EIN | 2023-07-31 | 474526160 |
2022 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-07-31 | $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 assets | 2022-07-31 | $0 |
Total of all expenses incurred | 2022-07-31 | $504,845 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-31 | $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 year | 2022-07-31 | $4,846,468 |
Value of total assets at beginning of year | 2022-07-31 | $5,111,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-31 | $39,635 |
Total interest from all sources | 2022-07-31 | $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 year | 2022-07-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-07-31 | $262,829 |
Was this plan covered by a fidelity bond | 2022-07-31 | Yes |
Value of fidelity bond cover | 2022-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-07-31 | No |
Contributions received from participants | 2022-07-31 | $242,723 |
Participant contributions at end of year | 2022-07-31 | $96,239 |
Participant contributions at beginning of year | 2022-07-31 | $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 year | 2022-07-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-07-31 | $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 appraiser | 2022-07-31 | No |
Value of net income/loss | 2022-07-31 | $-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) | 2022-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-07-31 | No |
Investment advisory and management fees | 2022-07-31 | $15,172 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-31 | $3,757,721 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-31 | $4,096,937 |
Interest on participant loans | 2022-07-31 | $3,871 |
Value of interest in common/collective trusts at end of year | 2022-07-31 | $992,508 |
Value of interest in common/collective trusts at beginning of year | 2022-07-31 | $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 trusts | 2022-07-31 | $17,174 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-07-31 | No |
Contributions received in cash from employer | 2022-07-31 | $254,756 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-31 | $465,210 |
Contract administrator fees | 2022-07-31 | $24,463 |
Liabilities. Value of benefit claims payable at end of year | 2022-07-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-07-31 | $9,951 |
Did the plan have assets held for investment | 2022-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-07-31 | Unqualified |
Accountancy firm name | 2022-07-31 | EFPR GROUP LLP |
Accountancy firm EIN | 2022-07-31 | 474526160 |
2021 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-07-31 | $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 assets | 2021-07-31 | $0 |
Total of all expenses incurred | 2021-07-31 | $385,786 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-07-31 | $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 year | 2021-07-31 | $5,111,005 |
Value of total assets at beginning of year | 2021-07-31 | $4,065,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-07-31 | $54,080 |
Total interest from all sources | 2021-07-31 | $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 year | 2021-07-31 | No |
Was this plan covered by a fidelity bond | 2021-07-31 | Yes |
Value of fidelity bond cover | 2021-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-07-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-07-31 | No |
Contributions received from participants | 2021-07-31 | $243,445 |
Participant contributions at end of year | 2021-07-31 | $78,753 |
Participant contributions at beginning of year | 2021-07-31 | $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 year | 2021-07-31 | $9,951 |
Total non interest bearing cash at beginning of year | 2021-07-31 | $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 appraiser | 2021-07-31 | No |
Value of net income/loss | 2021-07-31 | $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) | 2021-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-07-31 | No |
Investment advisory and management fees | 2021-07-31 | $21,052 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-07-31 | $4,096,937 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-07-31 | $3,088,612 |
Interest on participant loans | 2021-07-31 | $5,028 |
Value of interest in common/collective trusts at end of year | 2021-07-31 | $925,364 |
Value of interest in common/collective trusts at beginning of year | 2021-07-31 | $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 trusts | 2021-07-31 | $17,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-07-31 | No |
Contributions received in cash from employer | 2021-07-31 | $253,588 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-07-31 | $331,706 |
Contract administrator fees | 2021-07-31 | $33,028 |
Liabilities. Value of benefit claims payable at end of year | 2021-07-31 | $9,951 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-07-31 | $5,130 |
Did the plan have assets held for investment | 2021-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-07-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-07-31 | Disclaimer |
Accountancy firm name | 2021-07-31 | EFPR GROUP LLP |
Accountancy firm EIN | 2021-07-31 | 474526160 |
2020 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-07-31 | $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 assets | 2020-07-31 | $0 |
Total of all expenses incurred | 2020-07-31 | $558,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-07-31 | $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 year | 2020-07-31 | $4,065,173 |
Value of total assets at beginning of year | 2020-07-31 | $3,837,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-07-31 | $52,057 |
Total interest from all sources | 2020-07-31 | $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 year | 2020-07-31 | No |
Was this plan covered by a fidelity bond | 2020-07-31 | Yes |
Value of fidelity bond cover | 2020-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-07-31 | No |
Contributions received from participants | 2020-07-31 | $241,028 |
Participant contributions at end of year | 2020-07-31 | $89,562 |
Participant contributions at beginning of year | 2020-07-31 | $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 year | 2020-07-31 | $5,130 |
Total non interest bearing cash at beginning of year | 2020-07-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
Value of net income/loss | 2020-07-31 | $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) | 2020-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-07-31 | No |
Investment advisory and management fees | 2020-07-31 | $18,746 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-07-31 | $3,088,612 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-07-31 | $2,868,789 |
Interest on participant loans | 2020-07-31 | $5,979 |
Value of interest in common/collective trusts at end of year | 2020-07-31 | $881,869 |
Value of interest in common/collective trusts at beginning of year | 2020-07-31 | $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 trusts | 2020-07-31 | $20,887 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-07-31 | No |
Contributions received in cash from employer | 2020-07-31 | $253,878 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-07-31 | $506,504 |
Contract administrator fees | 2020-07-31 | $33,311 |
Liabilities. Value of benefit claims payable at end of year | 2020-07-31 | $5,130 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-07-31 | $0 |
Did the plan have assets held for investment | 2020-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-07-31 | Disclaimer |
Accountancy firm name | 2020-07-31 | EFPR GROUP, LLC |
Accountancy firm EIN | 2020-07-31 | 474526160 |
2019 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-07-31 | $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 assets | 2019-07-31 | $0 |
Total of all expenses incurred | 2019-07-31 | $461,484 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-07-31 | $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 year | 2019-07-31 | $3,837,460 |
Value of total assets at beginning of year | 2019-07-31 | $3,613,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-07-31 | $51,069 |
Total interest from all sources | 2019-07-31 | $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 year | 2019-07-31 | No |
Was this plan covered by a fidelity bond | 2019-07-31 | Yes |
Value of fidelity bond cover | 2019-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-07-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-07-31 | No |
Contributions received from participants | 2019-07-31 | $231,947 |
Participant contributions at end of year | 2019-07-31 | $102,544 |
Participant contributions at beginning of year | 2019-07-31 | $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 year | 2019-07-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-07-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-31 | No |
Value of net income/loss | 2019-07-31 | $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) | 2019-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-07-31 | No |
Investment advisory and management fees | 2019-07-31 | $17,391 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-07-31 | $2,868,789 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-07-31 | $2,660,094 |
Interest on participant loans | 2019-07-31 | $4,144 |
Value of interest in common/collective trusts at end of year | 2019-07-31 | $866,127 |
Value of interest in common/collective trusts at beginning of year | 2019-07-31 | $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 trusts | 2019-07-31 | $21,761 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-07-31 | No |
Contributions received in cash from employer | 2019-07-31 | $259,316 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-07-31 | $410,415 |
Contract administrator fees | 2019-07-31 | $33,678 |
Did the plan have assets held for investment | 2019-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-07-31 | Disclaimer |
Accountancy firm name | 2019-07-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2019-07-31 | 161131146 |
2018 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-07-31 | $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 assets | 2018-07-31 | $0 |
Total of all expenses incurred | 2018-07-31 | $388,461 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-07-31 | $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 year | 2018-07-31 | $3,613,025 |
Value of total assets at beginning of year | 2018-07-31 | $3,281,465 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-07-31 | $47,003 |
Total interest from all sources | 2018-07-31 | $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 year | 2018-07-31 | No |
Was this plan covered by a fidelity bond | 2018-07-31 | Yes |
Value of fidelity bond cover | 2018-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-07-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-07-31 | No |
Contributions received from participants | 2018-07-31 | $223,843 |
Participant contributions at end of year | 2018-07-31 | $67,502 |
Participant contributions at beginning of year | 2018-07-31 | $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 year | 2018-07-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-07-31 | $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 appraiser | 2018-07-31 | No |
Value of net income/loss | 2018-07-31 | $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) | 2018-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-07-31 | No |
Investment advisory and management fees | 2018-07-31 | $16,336 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-07-31 | $2,660,094 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-07-31 | $2,379,223 |
Interest on participant loans | 2018-07-31 | $3,170 |
Value of interest in common/collective trusts at end of year | 2018-07-31 | $885,429 |
Value of interest in common/collective trusts at beginning of year | 2018-07-31 | $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 trusts | 2018-07-31 | $19,588 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-07-31 | No |
Contributions received in cash from employer | 2018-07-31 | $255,403 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-07-31 | $341,458 |
Contract administrator fees | 2018-07-31 | $30,667 |
Did the plan have assets held for investment | 2018-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-07-31 | Disclaimer |
Accountancy firm name | 2018-07-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2018-07-31 | 161131146 |
2017 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-07-31 | $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 assets | 2017-07-31 | $0 |
Total of all expenses incurred | 2017-07-31 | $922,396 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-07-31 | $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 year | 2017-07-31 | $3,281,465 |
Value of total assets at beginning of year | 2017-07-31 | $3,480,063 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-07-31 | $54,474 |
Total interest from all sources | 2017-07-31 | $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 year | 2017-07-31 | No |
Was this plan covered by a fidelity bond | 2017-07-31 | Yes |
Value of fidelity bond cover | 2017-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-07-31 | No |
Contributions received from participants | 2017-07-31 | $212,997 |
Participant contributions at end of year | 2017-07-31 | $74,953 |
Participant contributions at beginning of year | 2017-07-31 | $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 year | 2017-07-31 | $16,292 |
Total non interest bearing cash at beginning of year | 2017-07-31 | $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 appraiser | 2017-07-31 | No |
Value of net income/loss | 2017-07-31 | $-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) | 2017-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-07-31 | No |
Investment advisory and management fees | 2017-07-31 | $20,926 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-07-31 | $2,379,223 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-07-31 | $2,656,552 |
Interest on participant loans | 2017-07-31 | $3,664 |
Value of interest in common/collective trusts at end of year | 2017-07-31 | $810,997 |
Value of interest in common/collective trusts at beginning of year | 2017-07-31 | $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 trusts | 2017-07-31 | $17,294 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-07-31 | No |
Contributions received in cash from employer | 2017-07-31 | $181,733 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-07-31 | $867,922 |
Contract administrator fees | 2017-07-31 | $33,548 |
Did the plan have assets held for investment | 2017-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-07-31 | Disclaimer |
Accountancy firm name | 2017-07-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2017-07-31 | 161131146 |
2016 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-07-31 | $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 assets | 2016-07-31 | $0 |
Total of all expenses incurred | 2016-07-31 | $408,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-07-31 | $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 year | 2016-07-31 | $3,480,063 |
Value of total assets at beginning of year | 2016-07-31 | $3,364,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-07-31 | $43,846 |
Total interest from all sources | 2016-07-31 | $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 year | 2016-07-31 | No |
Was this plan covered by a fidelity bond | 2016-07-31 | Yes |
Value of fidelity bond cover | 2016-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-07-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-07-31 | No |
Contributions received from participants | 2016-07-31 | $210,813 |
Participant contributions at end of year | 2016-07-31 | $88,636 |
Participant contributions at beginning of year | 2016-07-31 | $120,669 |
Participant contributions at end of year | 2016-07-31 | $0 |
Participant contributions at beginning of year | 2016-07-31 | $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 year | 2016-07-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-07-31 | $0 |
Liabilities. Value of operating payables at end of year | 2016-07-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-07-31 | $0 |
Total non interest bearing cash at end of year | 2016-07-31 | $46,631 |
Total non interest bearing cash at beginning of year | 2016-07-31 | $452 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
Value of net income/loss | 2016-07-31 | $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) | 2016-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-07-31 | No |
Investment advisory and management fees | 2016-07-31 | $9,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-07-31 | $2,656,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-07-31 | $2,568,762 |
Interest on participant loans | 2016-07-31 | $4,342 |
Value of interest in common/collective trusts at end of year | 2016-07-31 | $688,244 |
Value of interest in common/collective trusts at beginning of year | 2016-07-31 | $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 trusts | 2016-07-31 | $9,041 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-07-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-07-31 | No |
Contributions received in cash from employer | 2016-07-31 | $162,986 |
Employer contributions (assets) at end of year | 2016-07-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-07-31 | $6,216 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-07-31 | $365,025 |
Contract administrator fees | 2016-07-31 | $34,534 |
Liabilities. Value of benefit claims payable at end of year | 2016-07-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-07-31 | $0 |
Did the plan have assets held for investment | 2016-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-07-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2016-07-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-07-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-07-31 | Disclaimer |
Accountancy firm name | 2016-07-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2016-07-31 | 161131146 |
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 incurred | 2015-07-31 | $318,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-07-31 | $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 year | 2015-07-31 | $3,364,800 |
Value of total assets at beginning of year | 2015-07-31 | $3,106,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-07-31 | $2,498 |
Total interest from all sources | 2015-07-31 | $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 bond | 2015-07-31 | Yes |
Value of fidelity bond cover | 2015-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-07-31 | No |
Contributions received from participants | 2015-07-31 | $216,728 |
Participant contributions at end of year | 2015-07-31 | $120,669 |
Participant contributions at beginning of year | 2015-07-31 | $139,073 |
Participant contributions at end of year | 2015-07-31 | $7,947 |
Participant contributions at beginning of year | 2015-07-31 | $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 year | 2015-07-31 | $452 |
Total non interest bearing cash at beginning of year | 2015-07-31 | $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 appraiser | 2015-07-31 | No |
Value of net income/loss | 2015-07-31 | $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) | 2015-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-07-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-07-31 | $2,568,762 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-07-31 | $2,310,782 |
Interest on participant loans | 2015-07-31 | $4,925 |
Value of interest in common/collective trusts at end of year | 2015-07-31 | $660,754 |
Value of interest in common/collective trusts at beginning of year | 2015-07-31 | $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 assets | 2015-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-07-31 | No |
Contributions received in cash from employer | 2015-07-31 | $168,912 |
Employer contributions (assets) at end of year | 2015-07-31 | $6,216 |
Employer contributions (assets) at beginning of year | 2015-07-31 | $5,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-07-31 | $315,595 |
Contract administrator fees | 2015-07-31 | $2,498 |
Did the plan have assets held for investment | 2015-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-07-31 | Disclaimer |
Accountancy firm name | 2015-07-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2015-07-31 | 161131146 |
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 incurred | 2014-07-31 | $346,538 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-07-31 | $304,043 |
Expenses. Certain deemed distributions of participant loans | 2014-07-31 | $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 year | 2014-07-31 | $3,106,445 |
Value of total assets at beginning of year | 2014-07-31 | $2,490,014 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-07-31 | $23,229 |
Total interest from all sources | 2014-07-31 | $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 year | 2014-07-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-07-31 | $86,918 |
Was this plan covered by a fidelity bond | 2014-07-31 | Yes |
Value of fidelity bond cover | 2014-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-07-31 | No |
Contributions received from participants | 2014-07-31 | $208,175 |
Participant contributions at end of year | 2014-07-31 | $139,073 |
Participant contributions at beginning of year | 2014-07-31 | $48,224 |
Participant contributions at end of year | 2014-07-31 | $8,298 |
Participant contributions at beginning of year | 2014-07-31 | $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 year | 2014-07-31 | $11,589 |
Total non interest bearing cash at beginning of year | 2014-07-31 | $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 appraiser | 2014-07-31 | No |
Value of net income/loss | 2014-07-31 | $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) | 2014-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-07-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-07-31 | $2,310,782 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-07-31 | $1,821,355 |
Interest on participant loans | 2014-07-31 | $4,363 |
Value of interest in common/collective trusts at end of year | 2014-07-31 | $630,727 |
Value of interest in common/collective trusts at beginning of year | 2014-07-31 | $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 assets | 2014-07-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-07-31 | No |
Contributions received in cash from employer | 2014-07-31 | $174,277 |
Employer contributions (assets) at end of year | 2014-07-31 | $5,976 |
Employer contributions (assets) at beginning of year | 2014-07-31 | $6,434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-07-31 | $304,043 |
Contract administrator fees | 2014-07-31 | $23,229 |
Did the plan have assets held for investment | 2014-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-07-31 | Disclaimer |
Accountancy firm name | 2014-07-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2014-07-31 | 161131146 |
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 incurred | 2013-07-31 | $214,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-07-31 | $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 year | 2013-07-31 | $2,490,014 |
Value of total assets at beginning of year | 2013-07-31 | $1,882,177 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-07-31 | $13,195 |
Total interest from all sources | 2013-07-31 | $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 year | 2013-07-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-07-31 | $42,169 |
Was this plan covered by a fidelity bond | 2013-07-31 | Yes |
Value of fidelity bond cover | 2013-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-07-31 | No |
Contributions received from participants | 2013-07-31 | $224,435 |
Participant contributions at end of year | 2013-07-31 | $48,224 |
Participant contributions at end of year | 2013-07-31 | $8,030 |
Participant contributions at beginning of year | 2013-07-31 | $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 year | 2013-07-31 | $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 appraiser | 2013-07-31 | No |
Value of net income/loss | 2013-07-31 | $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) | 2013-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-07-31 | No |
Investment advisory and management fees | 2013-07-31 | $175 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-07-31 | $1,821,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-07-31 | $1,388,988 |
Interest on participant loans | 2013-07-31 | $149 |
Value of interest in common/collective trusts at end of year | 2013-07-31 | $602,535 |
Value of interest in common/collective trusts at beginning of year | 2013-07-31 | $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 assets | 2013-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-07-31 | No |
Contributions received in cash from employer | 2013-07-31 | $182,843 |
Employer contributions (assets) at end of year | 2013-07-31 | $6,434 |
Employer contributions (assets) at beginning of year | 2013-07-31 | $6,305 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-07-31 | $201,173 |
Contract administrator fees | 2013-07-31 | $13,020 |
Did the plan have assets held for investment | 2013-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-07-31 | Disclaimer |
Accountancy firm name | 2013-07-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2013-07-31 | 161131146 |
2012 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-07-31 | $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 assets | 2012-07-31 | $0 |
Total of all expenses incurred | 2012-07-31 | $176,643 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-07-31 | $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 year | 2012-07-31 | $1,882,177 |
Value of total assets at beginning of year | 2012-07-31 | $1,578,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-07-31 | $12,057 |
Total interest from all sources | 2012-07-31 | $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 year | 2012-07-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-07-31 | $8,103 |
Was this plan covered by a fidelity bond | 2012-07-31 | Yes |
Value of fidelity bond cover | 2012-07-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-07-31 | No |
Contributions received from participants | 2012-07-31 | $249,050 |
Participant contributions at end of year | 2012-07-31 | $8,611 |
Participant contributions at beginning of year | 2012-07-31 | $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 appraiser | 2012-07-31 | No |
Value of net income/loss | 2012-07-31 | $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) | 2012-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-07-31 | No |
Investment advisory and management fees | 2012-07-31 | $7,860 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-07-31 | $1,388,988 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-07-31 | $1,154,289 |
Interest earned on other investments | 2012-07-31 | $26,178 |
Value of interest in common/collective trusts at end of year | 2012-07-31 | $478,273 |
Value of interest in common/collective trusts at beginning of year | 2012-07-31 | $407,644 |
Net investment gain or loss from common/collective trusts | 2012-07-31 | $6,919 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-07-31 | No |
Contributions received in cash from employer | 2012-07-31 | $187,798 |
Employer contributions (assets) at end of year | 2012-07-31 | $6,305 |
Employer contributions (assets) at beginning of year | 2012-07-31 | $7,038 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-07-31 | $164,586 |
Contract administrator fees | 2012-07-31 | $4,197 |
Did the plan have assets held for investment | 2012-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-07-31 | Disclaimer |
Accountancy firm name | 2012-07-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2012-07-31 | 161131146 |
2011 : MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-07-31 | $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 assets | 2011-07-31 | $0 |
Total of all expenses incurred | 2011-07-31 | $114,050 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-07-31 | $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 year | 2011-07-31 | $1,578,027 |
Value of total assets at beginning of year | 2011-07-31 | $1,082,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-07-31 | $9,935 |
Total interest from all sources | 2011-07-31 | $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 year | 2011-07-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-07-31 | $20,260 |
Was this plan covered by a fidelity bond | 2011-07-31 | Yes |
Value of fidelity bond cover | 2011-07-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-07-31 | No |
Contributions received from participants | 2011-07-31 | $258,745 |
Participant contributions at end of year | 2011-07-31 | $9,056 |
Participant contributions at beginning of year | 2011-07-31 | $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 year | 2011-07-31 | $462 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
Value of net income/loss | 2011-07-31 | $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) | 2011-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-07-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-07-31 | $1,154,289 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-07-31 | $793,850 |
Interest earned on other investments | 2011-07-31 | $3,900 |
Value of interest in common/collective trusts at end of year | 2011-07-31 | $407,644 |
Value of interest in common/collective trusts at beginning of year | 2011-07-31 | $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 accounts | 2011-07-31 | $6,411 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-07-31 | No |
Contributions received in cash from employer | 2011-07-31 | $193,838 |
Employer contributions (assets) at end of year | 2011-07-31 | $7,038 |
Employer contributions (assets) at beginning of year | 2011-07-31 | $7,024 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-07-31 | $104,115 |
Contract administrator fees | 2011-07-31 | $9,935 |
Did the plan have assets held for investment | 2011-07-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-07-31 | Disclaimer |
Accountancy firm name | 2011-07-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2011-07-31 | 161131146 |
2022: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-08-01 | Type of plan entity | Single employer plan |
2022-08-01 | Submission has been amended | No |
2022-08-01 | This submission is the final filing | No |
2022-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-08-01 | Plan is a collectively bargained plan | No |
2022-08-01 | Plan funding arrangement – Trust | Yes |
2022-08-01 | Plan benefit arrangement - Trust | Yes |
2021: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-08-01 | Type of plan entity | Single employer plan |
2021-08-01 | Submission has been amended | No |
2021-08-01 | This submission is the final filing | No |
2021-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-08-01 | Plan is a collectively bargained plan | No |
2021-08-01 | Plan funding arrangement – Trust | Yes |
2021-08-01 | Plan benefit arrangement - Trust | Yes |
2020: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-08-01 | Type of plan entity | Single employer plan |
2020-08-01 | Submission has been amended | No |
2020-08-01 | This submission is the final filing | No |
2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-08-01 | Plan is a collectively bargained plan | No |
2020-08-01 | Plan funding arrangement – Trust | Yes |
2020-08-01 | Plan benefit arrangement - Trust | Yes |
2019: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-08-01 | Type of plan entity | Single employer plan |
2019-08-01 | Submission has been amended | No |
2019-08-01 | This submission is the final filing | No |
2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-08-01 | Plan is a collectively bargained plan | No |
2019-08-01 | Plan funding arrangement – Trust | Yes |
2019-08-01 | Plan benefit arrangement - Trust | Yes |
2018: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-08-01 | Type of plan entity | Single employer plan |
2018-08-01 | Submission has been amended | No |
2018-08-01 | This submission is the final filing | No |
2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-08-01 | Plan is a collectively bargained plan | No |
2018-08-01 | Plan funding arrangement – Trust | Yes |
2018-08-01 | Plan benefit arrangement - Trust | Yes |
2017: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-08-01 | Type of plan entity | Single employer plan |
2017-08-01 | Submission has been amended | No |
2017-08-01 | This submission is the final filing | No |
2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-08-01 | Plan is a collectively bargained plan | No |
2017-08-01 | Plan funding arrangement – Trust | Yes |
2017-08-01 | Plan benefit arrangement - Trust | Yes |
2016: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-08-01 | Type of plan entity | Single employer plan |
2016-08-01 | Submission has been amended | No |
2016-08-01 | This submission is the final filing | No |
2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-08-01 | Plan is a collectively bargained plan | No |
2016-08-01 | Plan funding arrangement – Trust | Yes |
2016-08-01 | Plan benefit arrangement - Trust | Yes |
2015: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-08-01 | Type of plan entity | Single employer plan |
2015-08-01 | Submission has been amended | No |
2015-08-01 | This submission is the final filing | No |
2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-08-01 | Plan is a collectively bargained plan | No |
2015-08-01 | Plan funding arrangement – Trust | Yes |
2015-08-01 | Plan benefit arrangement - Trust | Yes |
2014: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |
2013: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement - Trust | Yes |
2012: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |
2011: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Submission has been amended | No |
2011-08-01 | This submission is the final filing | No |
2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-08-01 | Plan is a collectively bargained plan | No |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |
2009: MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-08-01 | Plan is a collectively bargained plan | No |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |