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COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCOMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING 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

COMMUNITY SERVICES FOR EVERY1 INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY SERVICES FOR EVERY1 INC.
Employer identification number (EIN):161317369
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COMMUNITY SERVICES FOR EVERY1 INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1987-02-10
Company Identification Number: 1143562
Legal Registered Office Address: ATTN: MINDY CERVONI
180 OAK STREET
BUFFALO
United States of America (USA)
14203

More information about COMMUNITY SERVICES FOR EVERY1 INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MINDY CERVONI
0012016-01-01MINDY CERVONI
0012015-01-01MINDY CERVONI
0012014-01-01MINDY CERVONI
0012013-01-01MARK FOLEY
0012012-01-01MARK FOLEY
0012011-01-01MARK FOLEY
0012009-01-01MARK FOLEY

Plan Statistics for COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01922
Total number of active participants reported on line 7a of the Form 55002023-01-01643
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01177
Total of all active and inactive participants2023-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01821
Number of participants with account balances2023-01-01792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01174
2022: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01792
Total number of active participants reported on line 7a of the Form 55002022-01-01657
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01147
Total of all active and inactive participants2022-01-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01805
Number of participants with account balances2022-01-01777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01115
2021: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01818
Total number of active participants reported on line 7a of the Form 55002021-01-01605
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01154
Total of all active and inactive participants2021-01-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01760
Number of participants with account balances2021-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01110
2020: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01972
Total number of active participants reported on line 7a of the Form 55002020-01-01636
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01766
Number of participants with account balances2020-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01173
2019: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01837
Total number of active participants reported on line 7a of the Form 55002019-01-01759
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01840
Number of participants with account balances2019-01-01815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0186
2018: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01796
Total number of active participants reported on line 7a of the Form 55002018-01-01694
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01127
Total of all active and inactive participants2018-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01821
Number of participants with account balances2018-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01104
2017: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01905
Total number of active participants reported on line 7a of the Form 55002017-01-01679
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01206
Total of all active and inactive participants2017-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01886
Number of participants with account balances2017-01-01939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01184
2016: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01832
Total number of active participants reported on line 7a of the Form 55002016-01-01725
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01101
Total of all active and inactive participants2016-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01826
Number of participants with account balances2016-01-01820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01820
Total number of active participants reported on line 7a of the Form 55002015-01-01725
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01107
Total of all active and inactive participants2015-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01832
Number of participants with account balances2015-01-01826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01167
2014: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01775
Total number of active participants reported on line 7a of the Form 55002014-01-01737
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01820
Number of participants with account balances2014-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01203
2013: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01698
Total number of active participants reported on line 7a of the Form 55002013-01-01682
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01775
Number of participants with account balances2013-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0185
2012: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01687
Total number of active participants reported on line 7a of the Form 55002012-01-01646
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01698
Number of participants with account balances2012-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01122
2011: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01678
Total number of active participants reported on line 7a of the Form 55002011-01-01635
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01687
Number of participants with account balances2011-01-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01103
2009: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01640
Total number of active participants reported on line 7a of the Form 55002009-01-01609
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01645
Number of participants with account balances2009-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01121

Financial Data on COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,262,055
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,244,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,100,194
Expenses. Certain deemed distributions of participant loans2023-12-31$28,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,611,365
Value of total assets at end of year2023-12-31$20,091,857
Value of total assets at beginning of year2023-12-31$17,074,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$116,131
Total interest from all sources2023-12-31$48,411
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$24,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$24,699
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$863,720
Participant contributions at end of year2023-12-31$800,441
Participant contributions at beginning of year2023-12-31$824,193
Participant contributions at end of year2023-12-31$62,354
Participant contributions at beginning of year2023-12-31$45,526
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$4,316
Other income not declared elsewhere2023-12-31$116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,017,090
Value of net assets at end of year (total assets less liabilities)2023-12-31$20,091,857
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,074,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,628,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,300,553
Value of interest in pooled separate accounts at end of year2023-12-31$384,091
Value of interest in pooled separate accounts at beginning of year2023-12-31$314,459
Interest on participant loans2023-12-31$48,411
Value of interest in common/collective trusts at end of year2023-12-31$15,673,496
Value of interest in common/collective trusts at beginning of year2023-12-31$12,800,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$268,953
Net investment gain/loss from pooled separate accounts2023-12-31$67,327
Net investment gain or loss from common/collective trusts2023-12-31$2,241,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,743,329
Employer contributions (assets) at end of year2023-12-31$1,542,962
Employer contributions (assets) at beginning of year2023-12-31$1,789,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,100,194
Contract administrator fees2023-12-31$116,131
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN2023-12-31202368569
2022 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$206,921
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,772,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,649,009
Expenses. Certain deemed distributions of participant loans2022-12-31$-160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,988,193
Value of total assets at end of year2022-12-31$17,074,767
Value of total assets at beginning of year2022-12-31$18,640,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$123,760
Total interest from all sources2022-12-31$36,182
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$21,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$21,514
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$953,147
Participant contributions at end of year2022-12-31$824,193
Participant contributions at beginning of year2022-12-31$721,922
Participant contributions at end of year2022-12-31$45,526
Participant contributions at beginning of year2022-12-31$22,798
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,270
Other income not declared elsewhere2022-12-31$-220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,565,688
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,074,767
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,640,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,300,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,672,123
Value of interest in pooled separate accounts at end of year2022-12-31$314,459
Value of interest in pooled separate accounts at beginning of year2022-12-31$302,749
Interest on participant loans2022-12-31$36,182
Value of interest in common/collective trusts at end of year2022-12-31$12,800,148
Value of interest in common/collective trusts at beginning of year2022-12-31$14,448,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-430,106
Net investment gain/loss from pooled separate accounts2022-12-31$-66,273
Net investment gain or loss from common/collective trusts2022-12-31$-2,342,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,016,776
Employer contributions (assets) at end of year2022-12-31$1,789,888
Employer contributions (assets) at beginning of year2022-12-31$1,472,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,649,009
Contract administrator fees2022-12-31$123,760
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO. LLP
Accountancy firm EIN2022-12-31161131146
2021 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,564,132
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,411,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,261,387
Expenses. Certain deemed distributions of participant loans2021-12-31$1,224
Value of total corrective distributions2021-12-31$4,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,365,147
Value of total assets at end of year2021-12-31$18,640,455
Value of total assets at beginning of year2021-12-31$15,488,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$144,501
Total interest from all sources2021-12-31$35,168
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$19,990
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$716,452
Participant contributions at end of year2021-12-31$721,922
Participant contributions at beginning of year2021-12-31$705,189
Participant contributions at end of year2021-12-31$22,798
Participant contributions at beginning of year2021-12-31$21,791
Other income not declared elsewhere2021-12-31$430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,152,386
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,640,455
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,488,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,672,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,377,056
Value of interest in pooled separate accounts at end of year2021-12-31$302,749
Value of interest in pooled separate accounts at beginning of year2021-12-31$220,470
Interest on participant loans2021-12-31$35,168
Value of interest in common/collective trusts at end of year2021-12-31$14,448,244
Value of interest in common/collective trusts at beginning of year2021-12-31$11,758,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$172,091
Net investment gain/loss from pooled separate accounts2021-12-31$68,791
Net investment gain or loss from common/collective trusts2021-12-31$1,902,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,648,695
Employer contributions (assets) at end of year2021-12-31$1,472,619
Employer contributions (assets) at beginning of year2021-12-31$1,405,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,261,387
Contract administrator fees2021-12-31$144,501
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO. LLP
Accountancy firm EIN2021-12-31161131146
2020 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,056,828
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,481,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,364,043
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$4,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,225,305
Value of total assets at end of year2020-12-31$15,488,069
Value of total assets at beginning of year2020-12-31$12,913,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$112,931
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$33,116
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$14,300
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$657,639
Participant contributions at end of year2020-12-31$705,189
Participant contributions at beginning of year2020-12-31$606,610
Participant contributions at end of year2020-12-31$21,791
Participant contributions at beginning of year2020-12-31$63
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,541
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$103
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,575,052
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,488,069
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,913,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,377,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$904,391
Value of interest in pooled separate accounts at end of year2020-12-31$220,470
Value of interest in pooled separate accounts at beginning of year2020-12-31$203,048
Interest on participant loans2020-12-31$33,116
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$11,758,418
Value of interest in common/collective trusts at beginning of year2020-12-31$10,277,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$282,836
Net investment gain/loss from pooled separate accounts2020-12-31$23,622
Net investment gain or loss from common/collective trusts2020-12-31$1,477,546
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,564,125
Employer contributions (assets) at end of year2020-12-31$1,405,145
Employer contributions (assets) at beginning of year2020-12-31$921,553
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,364,043
Contract administrator fees2020-12-31$112,931
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,832,622
Total income from all sources (including contributions)2019-12-31$3,832,622
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,043,176
Total of all expenses incurred2019-12-31$2,043,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,937,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,937,814
Expenses. Certain deemed distributions of participant loans2019-12-31$-774
Expenses. Certain deemed distributions of participant loans2019-12-31$-774
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,709,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,709,766
Value of total assets at end of year2019-12-31$12,913,017
Value of total assets at end of year2019-12-31$12,913,017
Value of total assets at beginning of year2019-12-31$11,123,571
Value of total assets at beginning of year2019-12-31$11,123,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,136
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$31,797
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,668
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,668
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,668
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$589,330
Contributions received from participants2019-12-31$589,330
Participant contributions at end of year2019-12-31$606,610
Participant contributions at end of year2019-12-31$606,610
Participant contributions at beginning of year2019-12-31$518,725
Participant contributions at beginning of year2019-12-31$518,725
Participant contributions at end of year2019-12-31$63
Participant contributions at end of year2019-12-31$63
Participant contributions at beginning of year2019-12-31$54
Participant contributions at beginning of year2019-12-31$54
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$99,049
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$99,049
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$47,480
Other income not declared elsewhere2019-12-31$47,480
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,789,446
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,913,017
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,913,017
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,123,571
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,123,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$904,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$904,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$626,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$626,973
Value of interest in pooled separate accounts at end of year2019-12-31$203,048
Value of interest in pooled separate accounts at end of year2019-12-31$203,048
Value of interest in pooled separate accounts at beginning of year2019-12-31$133,555
Value of interest in pooled separate accounts at beginning of year2019-12-31$133,555
Interest on participant loans2019-12-31$31,797
Interest on participant loans2019-12-31$31,797
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$10,277,352
Value of interest in common/collective trusts at end of year2019-12-31$10,277,352
Value of interest in common/collective trusts at beginning of year2019-12-31$8,040,454
Value of interest in common/collective trusts at beginning of year2019-12-31$8,040,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$164,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$164,859
Net investment gain/loss from pooled separate accounts2019-12-31$41,558
Net investment gain/loss from pooled separate accounts2019-12-31$41,558
Net investment gain or loss from common/collective trusts2019-12-31$1,822,494
Net investment gain or loss from common/collective trusts2019-12-31$1,822,494
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,021,387
Contributions received in cash from employer2019-12-31$1,021,387
Employer contributions (assets) at end of year2019-12-31$921,553
Employer contributions (assets) at end of year2019-12-31$921,553
Employer contributions (assets) at beginning of year2019-12-31$1,803,810
Employer contributions (assets) at beginning of year2019-12-31$1,803,810
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,937,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,937,814
Contract administrator fees2019-12-31$106,136
Contract administrator fees2019-12-31$106,136
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,629,568
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,013,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,694,881
Expenses. Certain deemed distributions of participant loans2018-12-31$228,123
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,540,704
Value of total assets at end of year2018-12-31$11,123,571
Value of total assets at beginning of year2018-12-31$11,507,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$90,069
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$44,293
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$12,849
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$583,505
Participant contributions at end of year2018-12-31$518,725
Participant contributions at beginning of year2018-12-31$757,145
Participant contributions at end of year2018-12-31$54
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,785,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$1,741
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-383,505
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,123,571
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,507,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$626,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$133,555
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$28,743
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$15,550
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$8,040,454
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,221,954
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-78,421
Net investment gain/loss from pooled separate accounts2018-12-31$-8,406
Net investment gain or loss from common/collective trusts2018-12-31$-883,192
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,949,124
Employer contributions (assets) at end of year2018-12-31$1,803,810
Employer contributions (assets) at beginning of year2018-12-31$1,742,350
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,693,871
Contract administrator fees2018-12-31$90,069
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DOPKINS & COMPANY
Accountancy firm EIN2018-12-31160929175
2017 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,437,576
Total of all expenses incurred2017-12-31$1,560,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,533,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,432,020
Value of total assets at end of year2017-12-31$11,507,076
Value of total assets at beginning of year2017-12-31$9,630,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,465
Total interest from all sources2017-12-31$54,655
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$277,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$277,547
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$551,761
Participant contributions at end of year2017-12-31$757,145
Participant contributions at beginning of year2017-12-31$575,515
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,306
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,785,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,876,602
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,507,076
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,630,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$27,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,108,005
Interest on participant loans2017-12-31$26,754
Interest earned on other investments2017-12-31$27,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,221,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,052,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$673,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,878,953
Employer contributions (assets) at end of year2017-12-31$1,742,350
Employer contributions (assets) at beginning of year2017-12-31$894,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,533,509
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOPKINS& COMPANY, LLP
Accountancy firm EIN2017-12-31160929175
2016 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,076,271
Total of all expenses incurred2016-12-31$1,165,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,134,677
Expenses. Certain deemed distributions of participant loans2016-12-31$7,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,578,572
Value of total assets at end of year2016-12-31$9,630,474
Value of total assets at beginning of year2016-12-31$8,719,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,648
Total interest from all sources2016-12-31$50,292
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$219,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$219,757
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$544,715
Participant contributions at end of year2016-12-31$575,515
Participant contributions at beginning of year2016-12-31$410,565
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$911,059
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,630,474
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,719,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$22,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,108,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,107,730
Interest on participant loans2016-12-31$20,197
Interest earned on other investments2016-12-31$30,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,052,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,337,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$227,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,030,161
Employer contributions (assets) at end of year2016-12-31$894,030
Employer contributions (assets) at beginning of year2016-12-31$863,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,134,677
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2016-12-31160929175
2015 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,496,265
Total of all expenses incurred2015-12-31$995,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$934,911
Expenses. Certain deemed distributions of participant loans2015-12-31$42,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,541,080
Value of total assets at end of year2015-12-31$8,719,415
Value of total assets at beginning of year2015-12-31$8,218,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,469
Total interest from all sources2015-12-31$52,037
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$324,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$324,412
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$525,650
Participant contributions at end of year2015-12-31$410,565
Participant contributions at beginning of year2015-12-31$475,062
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$501,226
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,719,415
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,218,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,107,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,840,061
Interest on participant loans2015-12-31$18,333
Interest earned on other investments2015-12-31$33,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,337,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,389,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-421,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$995,430
Employer contributions (assets) at end of year2015-12-31$863,992
Employer contributions (assets) at beginning of year2015-12-31$513,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$934,911
Contract administrator fees2015-12-31$17,469
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2015-12-31160929175
2014 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,900
Total income from all sources (including contributions)2014-12-31$1,468,201
Total of all expenses incurred2014-12-31$812,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$751,594
Expenses. Certain deemed distributions of participant loans2014-12-31$44,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,134,441
Value of total assets at end of year2014-12-31$8,218,189
Value of total assets at beginning of year2014-12-31$7,564,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,091
Total interest from all sources2014-12-31$53,455
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$261,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$261,789
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$486,221
Participant contributions at end of year2014-12-31$475,062
Participant contributions at beginning of year2014-12-31$404,334
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,542
Administrative expenses (other) incurred2014-12-31$17,091
Liabilities. Value of operating payables at beginning of year2014-12-31$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$655,307
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,218,189
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,562,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,840,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,360,467
Interest on participant loans2014-12-31$18,463
Interest earned on other investments2014-12-31$34,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,389,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,319,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$18,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$635,678
Employer contributions (assets) at end of year2014-12-31$513,631
Employer contributions (assets) at beginning of year2014-12-31$480,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$751,594
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2014-12-31160929175
2013 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,850
Total income from all sources (including contributions)2013-12-31$1,743,617
Total of all expenses incurred2013-12-31$638,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$607,217
Expenses. Certain deemed distributions of participant loans2013-12-31$13,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,092,659
Value of total assets at end of year2013-12-31$7,564,782
Value of total assets at beginning of year2013-12-31$6,463,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,699
Total interest from all sources2013-12-31$67,755
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$148,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$148,904
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$489,915
Participant contributions at end of year2013-12-31$404,334
Participant contributions at beginning of year2013-12-31$325,373
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-107,930
Administrative expenses (other) incurred2013-12-31$17,699
Liabilities. Value of operating payables at end of year2013-12-31$1,900
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,105,206
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,562,882
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,457,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,360,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,437,391
Interest on participant loans2013-12-31$18,319
Interest earned on other investments2013-12-31$49,436
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,319,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,475,406
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$183,350
Net investment gain/loss from pooled separate accounts2013-12-31$358,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$602,744
Employer contributions (assets) at end of year2013-12-31$480,000
Employer contributions (assets) at beginning of year2013-12-31$225,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$607,217
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,850
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2013-12-31160929175
2012 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$311,211
Total unrealized appreciation/depreciation of assets2012-12-31$311,211
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,644,370
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$705,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$652,932
Expenses. Certain deemed distributions of participant loans2012-12-31$17,721
Value of total corrective distributions2012-12-31$7,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$834,916
Value of total assets at end of year2012-12-31$6,463,526
Value of total assets at beginning of year2012-12-31$5,518,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,389
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$80,814
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$486,503
Participant contributions at end of year2012-12-31$325,373
Participant contributions at beginning of year2012-12-31$326,318
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$15,324
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,111
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$939,322
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,457,676
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,518,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$27,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$3,437,391
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,684,899
Interest on participant loans2012-12-31$17,257
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$63,557
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,475,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,042,025
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$417,429
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$347,302
Employer contributions (assets) at end of year2012-12-31$225,356
Employer contributions (assets) at beginning of year2012-12-31$449,788
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$652,932
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$5,850
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2012-12-31160929175
2011 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,067,568
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$497,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$454,251
Expenses. Certain deemed distributions of participant loans2011-12-31$16,659
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,070,360
Value of total assets at end of year2011-12-31$5,518,354
Value of total assets at beginning of year2011-12-31$4,948,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,929
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$70,624
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$487,711
Participant contributions at end of year2011-12-31$326,318
Participant contributions at beginning of year2011-12-31$214,319
Participant contributions at end of year2011-12-31$15,324
Participant contributions at beginning of year2011-12-31$16,204
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,452
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$569,729
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,518,354
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,948,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$26,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$2,684,899
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,283,861
Interest on participant loans2011-12-31$14,112
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$56,512
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,042,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,700,004
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-73,416
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$571,197
Employer contributions (assets) at end of year2011-12-31$449,788
Employer contributions (assets) at beginning of year2011-12-31$734,237
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$454,251
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TOSKI, SCHAEFER & CO., INC.
Accountancy firm EIN2011-12-31161170608
2010 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,094,797
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$405,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$381,032
Expenses. Certain deemed distributions of participant loans2010-12-31$2,721
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$754,009
Value of total assets at end of year2010-12-31$4,364,655
Value of total assets at beginning of year2010-12-31$3,675,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,919
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$59,830
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$456,874
Participant contributions at end of year2010-12-31$214,319
Participant contributions at beginning of year2010-12-31$109,544
Participant contributions at end of year2010-12-31$16,204
Participant contributions at beginning of year2010-12-31$12,593
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,714
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$689,125
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,364,655
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,675,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$21,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$2,283,861
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,636,151
Interest on participant loans2010-12-31$8,564
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$51,266
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,700,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,442,638
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$280,958
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$261,421
Employer contributions (assets) at end of year2010-12-31$150,267
Employer contributions (assets) at beginning of year2010-12-31$474,604
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$381,032
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TOSKI, SCHAEFER & CO., INC.
Accountancy firm EIN2010-12-31161170608
2009 : COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN

2023: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number466017
Policy instance 1
Insurance contract or identification number466017
Number of Individuals Covered821
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $350
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number466017
Policy instance 1
Insurance contract or identification number466017
Number of Individuals Covered805
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $300
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $300
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number466017
Policy instance 1
Insurance contract or identification number466017
Number of Individuals Covered760
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $251
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $251
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number466017
Policy instance 1
Insurance contract or identification number466017
Number of Individuals Covered766
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $181
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $181
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number466017
Policy instance 1
Insurance contract or identification number466017
Number of Individuals Covered840
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $160
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $160
Amount paid for insurance broker fees0
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386528-01
Policy instance 2
Insurance contract or identification number386528-01
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,314
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,210
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADVISOR FEE
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number466017
Policy instance 1
Insurance contract or identification number466017
Number of Individuals Covered821
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $98
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $98
Amount paid for insurance broker fees0
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386528-01
Policy instance 1
Insurance contract or identification number386528-01
Number of Individuals Covered109
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,060
Commission paid to Insurance BrokerUSD $10,521
Insurance broker organization code?3
Insurance broker nameTRACY ALLEN
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386528-01
Policy instance 1
Insurance contract or identification number386528-01
Number of Individuals Covered181
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,235
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,749
Insurance broker organization code?3
Insurance broker nameTRACY ALLEN
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386528-01
Policy instance 1
Insurance contract or identification number386528-01
Number of Individuals Covered206
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,989
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,989
Insurance broker organization code?3
Insurance broker nameVICTOR ANASTASIA
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386528-01
Policy instance 2
Insurance contract or identification number386528-01
Number of Individuals Covered226
Insurance policy start date2013-07-11
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,239
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,239
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameVICTOR ANASTASIA, L&M FINANCIAL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84160-1
Policy instance 1
Insurance contract or identification numberRM 84160-1
Insurance policy start date2013-01-01
Insurance policy end date2013-07-11
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84160-1
Policy instance 1
Insurance contract or identification numberRM 84160-1
Number of Individuals Covered690
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $22,472
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,326
Insurance broker organization code?4
Insurance broker nameSECURITIES AMERICA INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84160-1
Policy instance 1
Insurance contract or identification numberRM 84160-1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,374
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84160-1
Policy instance 1
Insurance contract or identification numberRM 84160-1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,942
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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