Logo

COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 401k Plan overview

Plan NameCOMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN
Plan identification number 001

COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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 ACTION FOR HUMAN SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION FOR HUMAN SERVICES, INC
Employer identification number (EIN):222317376
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAIGE BOND2024-10-08
0012022-01-01PAIGE BOND2023-10-10
0012022-01-01PAIGE BOND2024-02-28
0012021-01-01PAIGE BOND2022-12-08
0012020-01-01PAIGE BOND2021-10-13
0012019-01-01PAIGE BOND2020-10-12
0012018-01-01PAIGE BOND2020-02-04
0012018-01-01PAIGE BOND2019-10-14
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01PAIGE BOND2015-10-13
0012013-01-01PAIGE BOND2014-10-14
0012012-01-01DAVID BOND2013-10-10
0012011-01-01DAVID BOND2012-10-03
0012010-01-01DAVID BOND2011-10-13 DAVID BOND2011-10-13

Plan Statistics for COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN

401k plan membership statisitcs for COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN

Measure Date Value
2023: COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01170
Total number of active participants reported on line 7a of the Form 55002023-01-0155
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-01110
Total of all active and inactive participants2023-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01167
Number of participants with account balances2023-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01177
Total number of active participants reported on line 7a of the Form 55002022-01-0161
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01105
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01170
Number of participants with account balances2022-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01174
Total number of active participants reported on line 7a of the Form 55002021-01-0178
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0191
Total of all active and inactive participants2021-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01176
Number of participants with account balances2021-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-0189
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01168
Number of participants with account balances2020-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01171
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01162
Number of participants with account balances2019-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01164
Total number of active participants reported on line 7a of the Form 55002018-01-0183
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01162
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-0179
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01152
Number of participants with account balances2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016

Financial Data on COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN

Measure Date Value
2023 : COMMUNITY ACTION FOR HUMAN SERVICES, INC 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$136,081
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$69,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$54,843
Expenses. Certain deemed distributions of participant loans2023-12-31$1,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$1,038,246
Value of total assets at beginning of year2023-12-31$971,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$13,149
Total interest from all sources2023-12-31$2,927
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$18,622
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$18,622
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
Participant contributions at end of year2023-12-31$25,156
Participant contributions at beginning of year2023-12-31$28,592
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$66,286
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,038,246
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$971,960
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
Investment advisory and management fees2023-12-31$3,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$893,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$822,273
Interest on participant loans2023-12-31$1,073
Interest earned on other investments2023-12-31$1,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$119,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$121,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$114,532
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 contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$54,843
Contract administrator fees2023-12-31$9,758
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 name2023-12-31WILKIN & GUTTENPLAN, P.C.
Accountancy firm EIN2023-12-31222612018
2022 : COMMUNITY ACTION FOR HUMAN SERVICES, INC 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$0
Total income from all sources (including contributions)2022-12-31$-172,146
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$59,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$46,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$971,960
Value of total assets at beginning of year2022-12-31$1,203,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,526
Total interest from all sources2022-12-31$2,606
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,760
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$14,760
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
Participant contributions at end of year2022-12-31$28,592
Participant contributions at beginning of year2022-12-31$28,783
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-231,836
Value of net assets at end of year (total assets less liabilities)2022-12-31$971,960
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,203,796
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
Investment advisory and management fees2022-12-31$3,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$822,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,053,687
Interest on participant loans2022-12-31$1,310
Interest earned on other investments2022-12-31$1,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$121,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$121,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-189,512
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$46,164
Contract administrator fees2022-12-31$10,065
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 name2022-12-31WILKIN & GUTTENPLAN, P.C.
Accountancy firm EIN2022-12-31222612018
2021 : COMMUNITY ACTION FOR HUMAN SERVICES, INC 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$282,736
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$183,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$168,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$148,553
Value of total assets at end of year2021-12-31$1,203,796
Value of total assets at beginning of year2021-12-31$1,104,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,598
Total interest from all sources2021-12-31$3,496
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,006
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$24,006
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
Participant contributions at end of year2021-12-31$28,783
Participant contributions at beginning of year2021-12-31$54,527
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$685
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$99,264
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,203,796
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,104,532
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
Investment advisory and management fees2021-12-31$3,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,053,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$869,177
Interest on participant loans2021-12-31$2,258
Interest earned on other investments2021-12-31$1,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$121,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$74,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$106,681
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$148,553
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$105,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$168,874
Contract administrator fees2021-12-31$11,062
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 name2021-12-31WILKIN & GUTTENPLAN, P.C.
Accountancy firm EIN2021-12-31222612018
2020 : COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$216,921
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$56,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$46,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$105,986
Value of total assets at end of year2020-12-31$1,104,532
Value of total assets at beginning of year2020-12-31$944,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,013
Total interest from all sources2020-12-31$1,611
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,674
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$14,674
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
Participant contributions at end of year2020-12-31$54,527
Participant contributions at beginning of year2020-12-31$35,256
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere 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$160,138
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,104,532
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$944,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$869,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$614,165
Interest on participant loans2020-12-31$852
Interest earned on other investments2020-12-31$759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$74,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$73,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$94,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$105,986
Employer contributions (assets) at end of year2020-12-31$105,986
Employer contributions (assets) at beginning of year2020-12-31$221,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$46,770
Contract administrator fees2020-12-31$7,635
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WILKIN & GUTTENPLAN, P.C.
Accountancy firm EIN2020-12-31222612018
2019 : COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$336,703
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$47,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$41,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$221,294
Value of total assets at end of year2019-12-31$944,394
Value of total assets at beginning of year2019-12-31$655,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,788
Total interest from all sources2019-12-31$2,508
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,378
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,378
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$35,256
Participant contributions at beginning of year2019-12-31$34,329
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere 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$288,711
Value of net assets at end of year (total assets less liabilities)2019-12-31$944,394
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$655,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$782
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$614,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$489,314
Interest on participant loans2019-12-31$1,708
Interest earned on other investments2019-12-31$800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$73,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$66,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$100,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$221,294
Employer contributions (assets) at end of year2019-12-31$221,294
Employer contributions (assets) at beginning of year2019-12-31$65,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$41,204
Contract administrator fees2019-12-31$6,006
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILKIN & GUTTENPLAN, P.C.
Accountancy firm EIN2019-12-31222612018
2018 : COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-78,419
Total unrealized appreciation/depreciation of assets2018-12-31$-78,419
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$23,409
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$20,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$65,506
Value of total assets at end of year2018-12-31$655,683
Value of total assets at beginning of year2018-12-31$652,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,050
Total interest from all sources2018-12-31$964
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,616
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,616
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$34,329
Participant contributions at beginning of year2018-12-31$13,787
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere 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
Value of net income/loss2018-12-31$3,367
Value of net assets at end of year (total assets less liabilities)2018-12-31$655,683
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$652,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$489,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$455,107
Interest on participant loans2018-12-31$964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$66,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$54,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$28,742
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$65,506
Employer contributions (assets) at end of year2018-12-31$65,506
Employer contributions (assets) at beginning of year2018-12-31$128,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,992
Contract administrator fees2018-12-31$3,050
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WILKIN & GUTTENPLAN, P.C.
Accountancy firm EIN2018-12-31222612018
2017 : COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$99,992
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$210,681
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$32,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$151,644
Value of total assets at end of year2017-12-31$752,307
Value of total assets at beginning of year2017-12-31$473,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,987
Total interest from all sources2017-12-31$452
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,299
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,299
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$13,786
Participant contributions at beginning of year2017-12-31$19,084
Assets. Other investments not covered elsewhere at end of year2017-12-31$99,992
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$178,518
Value of net assets at end of year (total assets less liabilities)2017-12-31$752,307
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$473,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$455,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$347,038
Interest on participant loans2017-12-31$452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$54,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$45,663
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$22,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$52,286
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$151,644
Employer contributions (assets) at end of year2017-12-31$128,902
Employer contributions (assets) at beginning of year2017-12-31$62,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,434
Contract administrator fees2017-12-31$1,987
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 name2017-12-31WILKIN & GUTTENPLAN, P.C.
Accountancy firm EIN2017-12-31222612018

Form 5500 Responses for COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN

2023: COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
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 ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered157
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered161
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees60
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered171
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $42
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees42
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered157
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered144
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered143
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $138
Total amount of fees paid to insurance companyUSD $29
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $138
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered106
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $112
Total amount of fees paid to insurance companyUSD $22
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $112
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameSENTINEL BENEFITS & FINANCIAL GROUP
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP8-199-999
Policy instance 2
Insurance contract or identification numberP8-199-999
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINSURANCE BROKER
Insurance broker organization code?3
Insurance broker nameNYLIFE SECURITIES LLC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1