Logo

EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 401k Plan overview

Plan NameEASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN
Plan identification number 001

EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

GOODWILL INDUSTRIES OF SOUTHERN NEW ENGLAND, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF SOUTHERN NEW ENGLAND, INC.
Employer identification number (EIN):237431264
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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
0012017-01-01ROBERT BURNS
0012016-01-01ROBERT BURNS
0012015-01-01JOHN GATTILIA
0012014-01-01JOHN GATTILIA
0012013-01-01JOHN GATTILIA
0012012-01-01JOHN GATTILIA
0012011-01-01JOHN GATTILIA
0012009-01-01JOHN GATTILIA

Plan Statistics for EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN

401k plan membership statisitcs for EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN

Measure Date Value
2023: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01897
Total number of active participants reported on line 7a of the Form 55002023-01-01870
Number of retired or separated participants receiving benefits2023-01-0122
Number of other retired or separated participants entitled to future benefits2023-01-01108
Total of all active and inactive participants2023-01-011,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,000
Number of participants with account balances2023-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01721
Total number of active participants reported on line 7a of the Form 55002022-01-01655
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01240
Total of all active and inactive participants2022-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01897
Number of participants with account balances2022-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01572
Total number of active participants reported on line 7a of the Form 55002021-01-01589
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01125
Total of all active and inactive participants2021-01-01714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01721
Number of participants with account balances2021-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0191
2020: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01637
Total number of active participants reported on line 7a of the Form 55002020-01-01460
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01108
Total of all active and inactive participants2020-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01572
Number of participants with account balances2020-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01173
2019: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01554
Total number of active participants reported on line 7a of the Form 55002019-01-01547
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0184
Total of all active and inactive participants2019-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01637
Number of participants with account balances2019-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01105
2018: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01523
Total number of active participants reported on line 7a of the Form 55002018-01-01553
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01554
Number of participants with account balances2018-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01603
Total number of active participants reported on line 7a of the Form 55002017-01-01485
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01523
Number of participants with account balances2017-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01626
Total number of active participants reported on line 7a of the Form 55002016-01-01559
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01603
Number of participants with account balances2016-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01550
Total number of active participants reported on line 7a of the Form 55002015-01-01584
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01626
Number of participants with account balances2015-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01614
Total number of active participants reported on line 7a of the Form 55002014-01-01501
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01550
Number of participants with account balances2014-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01424
Total number of active participants reported on line 7a of the Form 55002013-01-01288
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01312
Number of participants with account balances2013-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01402
Total number of active participants reported on line 7a of the Form 55002012-01-01398
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01424
Number of participants with account balances2012-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01248
Total number of active participants reported on line 7a of the Form 55002011-01-01261
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01288
Number of participants with account balances2011-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01202
Total number of active participants reported on line 7a of the Form 55002009-01-01193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01232
Number of participants with account balances2009-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN

Measure Date Value
2023 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$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$1,934,092
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$161,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$160,311
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$678,586
Value of total assets at end of year2023-12-31$9,125,321
Value of total assets at beginning of year2023-12-31$7,352,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,238
Total interest from all sources2023-12-31$17,094
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
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$370,195
Participant contributions at end of year2023-12-31$124,305
Participant contributions at beginning of year2023-12-31$139,210
Participant contributions at end of year2023-12-31$16,295
Participant contributions at beginning of year2023-12-31$5,783
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
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$118,970
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$1,238
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
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$1,772,543
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,125,321
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,352,778
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
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,827,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,093,095
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$17,094
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$964,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$943,075
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$0
Net investment gain/loss from pooled separate accounts2023-12-31$1,238,412
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
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
Contributions received in cash from employer2023-12-31$189,421
Employer contributions (assets) at end of year2023-12-31$192,674
Employer contributions (assets) at beginning of year2023-12-31$171,615
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$160,311
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
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
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Qualified
Accountancy firm name2023-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2023-12-31061648707
2022 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$-2,670
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-918,331
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$515,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$514,393
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$474,689
Value of total assets at end of year2022-12-31$7,352,778
Value of total assets at beginning of year2022-12-31$8,789,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,420
Total interest from all sources2022-12-31$2,670
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$301,782
Participant contributions at end of year2022-12-31$139,210
Participant contributions at beginning of year2022-12-31$149,668
Participant contributions at end of year2022-12-31$5,783
Participant contributions at beginning of year2022-12-31$5,887
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,420
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,434,144
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,352,778
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,789,592
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,093,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,674,250
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$72
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$2,598
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$943,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$800,066
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,395,690
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Contributions received in cash from employer2022-12-31$172,907
Employer contributions (assets) at end of year2022-12-31$171,615
Employer contributions (assets) at beginning of year2022-12-31$159,721
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$514,393
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2022-12-31061648707
2021 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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$1,676,588
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$398,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$395,966
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$558,675
Value of total assets at end of year2021-12-31$8,789,592
Value of total assets at beginning of year2021-12-31$7,511,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,200
Total interest from all sources2021-12-31$9,867
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$314,345
Participant contributions at end of year2021-12-31$149,668
Participant contributions at beginning of year2021-12-31$147,134
Participant contributions at end of year2021-12-31$5,887
Participant contributions at beginning of year2021-12-31$5,527
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$106,158
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,200
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$1,278,422
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,789,592
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,511,170
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$7,674,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,315,067
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$9,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$800,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$872,289
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,108,046
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$138,172
Employer contributions (assets) at end of year2021-12-31$159,721
Employer contributions (assets) at beginning of year2021-12-31$171,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$395,966
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2021-12-31061648707
2020 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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$1,218,712
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$543,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$541,434
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$439,554
Value of total assets at end of year2020-12-31$7,511,170
Value of total assets at beginning of year2020-12-31$6,835,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,944
Total interest from all sources2020-12-31$9,724
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$308,436
Participant contributions at end of year2020-12-31$147,134
Participant contributions at beginning of year2020-12-31$152,580
Participant contributions at end of year2020-12-31$5,527
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,638
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,944
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$675,334
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,511,170
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,835,836
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,315,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,533,404
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$9,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$872,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$764,761
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$769,434
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$122,480
Employer contributions (assets) at end of year2020-12-31$171,153
Employer contributions (assets) at beginning of year2020-12-31$385,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$541,434
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 name2020-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2020-12-31061648707
2019 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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$38,323
Total income from all sources (including contributions)2019-12-31$1,850,625
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$387,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$385,125
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$826,329
Value of total assets at end of year2019-12-31$6,835,836
Value of total assets at beginning of year2019-12-31$5,410,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,034
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$333,556
Participant contributions at end of year2019-12-31$152,580
Participant contributions at beginning of year2019-12-31$75,976
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$6,413
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$107,682
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
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,034
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$38,323
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$79,583
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$1,463,466
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,835,836
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,372,370
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,533,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,261,041
Interest on participant loans2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$764,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$687,720
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,024,296
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$385,091
Employer contributions (assets) at end of year2019-12-31$385,091
Employer contributions (assets) at beginning of year2019-12-31$299,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$385,125
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 name2019-12-31FIONDELLA, MILONE & LASARACINA, LLP
Accountancy firm EIN2019-12-31061648707
2018 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$38,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,664
Total income from all sources (including contributions)2018-12-31$1,384,164
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,750,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,691,723
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,435,956
Value of total assets at end of year2018-12-31$5,410,693
Value of total assets at beginning of year2018-12-31$6,759,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,221
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$173,507
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$173,507
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$274,808
Participant contributions at end of year2018-12-31$75,976
Participant contributions at beginning of year2018-12-31$68,836
Participant contributions at end of year2018-12-31$6,413
Participant contributions at beginning of year2018-12-31$4,359
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$861,188
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$8,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$14,874
Other income not declared elsewhere2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$38,323
Liabilities. Value of operating payables at beginning of year2018-12-31$5,790
Total non interest bearing cash at end of year2018-12-31$79,583
Total non interest bearing cash at beginning of year2018-12-31$6,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,366,780
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,372,370
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,739,150
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$4,261,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,009,794
Interest on participant loans2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$687,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,362,740
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-225,299
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$299,960
Employer contributions (assets) at end of year2018-12-31$299,960
Employer contributions (assets) at beginning of year2018-12-31$299,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,691,723
Contract administrator fees2018-12-31$59,221
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 name2018-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2018-12-31061648707
2017 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,824
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,379,504
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$367,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$340,993
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$587,396
Value of total assets at end of year2017-12-31$6,759,814
Value of total assets at beginning of year2017-12-31$5,735,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,851
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$33,328
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$242,853
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$242,853
Assets. Real estate other than employer real property at end of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$288,186
Participant contributions at end of year2017-12-31$68,836
Participant contributions at beginning of year2017-12-31$54,416
Participant contributions at end of year2017-12-31$4,359
Participant contributions at beginning of year2017-12-31$5,690
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,611
Assets. Loans (other than to participants) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$14,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,242
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$5,790
Liabilities. Value of operating payables at beginning of year2017-12-31$4,582
Total non interest bearing cash at end of year2017-12-31$6,264
Total non interest bearing cash at beginning of year2017-12-31$3,242
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,011,660
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,739,150
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,727,490
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,009,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,996,866
Value of interest in pooled separate accounts at end of year2017-12-31$0
Interest on participant loans2017-12-31$2,810
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$30,518
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,362,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,372,820
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$515,927
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Contributions received in cash from employer2017-12-31$299,210
Employer contributions (assets) at end of year2017-12-31$299,210
Employer contributions (assets) at beginning of year2017-12-31$302,280
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$340,993
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Contract administrator fees2017-12-31$26,851
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
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 name2017-12-31VISCONTI & ASSOCIATES, PC CPAS
Accountancy firm EIN2017-12-31061354191
2016 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,164
Total income from all sources (including contributions)2016-12-31$929,540
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$176,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$151,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$588,462
Value of total assets at end of year2016-12-31$5,735,314
Value of total assets at beginning of year2016-12-31$4,981,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,602
Total interest from all sources2016-12-31$13,900
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$145,150
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$145,150
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$286,182
Participant contributions at end of year2016-12-31$54,416
Participant contributions at beginning of year2016-12-31$58,532
Participant contributions at end of year2016-12-31$5,690
Participant contributions at beginning of year2016-12-31$5,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,906
Liabilities. Value of operating payables at end of year2016-12-31$4,582
Liabilities. Value of operating payables at beginning of year2016-12-31$5,258
Total non interest bearing cash at end of year2016-12-31$3,242
Total non interest bearing cash at beginning of year2016-12-31$1,906
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$753,213
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,727,490
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,974,277
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,996,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,940,385
Interest on participant loans2016-12-31$2,202
Interest earned on other investments2016-12-31$9,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$667,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$667,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,372,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$182,028
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$302,280
Employer contributions (assets) at end of year2016-12-31$302,280
Employer contributions (assets) at beginning of year2016-12-31$307,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$151,725
Contract administrator fees2016-12-31$24,602
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 name2016-12-31VISCONTI & ASSOCIATES, PC CPAS
Accountancy firm EIN2016-12-31061354191
2015 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,633
Total income from all sources (including contributions)2015-12-31$618,155
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$464,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$439,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$589,694
Value of total assets at end of year2015-12-31$4,981,441
Value of total assets at beginning of year2015-12-31$4,827,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,353
Total interest from all sources2015-12-31$2,716
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$171,371
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$171,371
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$281,942
Participant contributions at end of year2015-12-31$58,532
Participant contributions at beginning of year2015-12-31$57,511
Participant contributions at end of year2015-12-31$5,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,872
Liabilities. Value of operating payables at end of year2015-12-31$5,258
Liabilities. Value of operating payables at beginning of year2015-12-31$4,761
Total non interest bearing cash at end of year2015-12-31$1,906
Total non interest bearing cash at beginning of year2015-12-31$1,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$153,347
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,974,277
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,820,930
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$3,940,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,814,814
Interest on participant loans2015-12-31$2,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$667,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$653,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$653,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-145,626
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$307,752
Employer contributions (assets) at end of year2015-12-31$307,752
Employer contributions (assets) at beginning of year2015-12-31$300,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$439,455
Contract administrator fees2015-12-31$25,353
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 name2015-12-31VISCONTI & ASSOCIATES, PC, CPAS
Accountancy firm EIN2015-12-31061354191
2014 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,880
Total income from all sources (including contributions)2014-12-31$841,879
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$377,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$354,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$576,689
Value of total assets at end of year2014-12-31$4,827,563
Value of total assets at beginning of year2014-12-31$4,362,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,444
Total interest from all sources2014-12-31$2,960
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$199,647
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$199,647
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$276,262
Participant contributions at end of year2014-12-31$57,511
Participant contributions at beginning of year2014-12-31$67,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$957
Liabilities. Value of operating payables at end of year2014-12-31$4,761
Liabilities. Value of operating payables at beginning of year2014-12-31$4,923
Total non interest bearing cash at end of year2014-12-31$1,872
Total non interest bearing cash at beginning of year2014-12-31$957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$464,411
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,820,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,356,519
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$3,814,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,265,097
Interest on participant loans2014-12-31$2,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$653,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$759,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$759,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$62,583
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$300,427
Employer contributions (assets) at end of year2014-12-31$300,086
Employer contributions (assets) at beginning of year2014-12-31$269,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$354,024
Contract administrator fees2014-12-31$23,444
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 name2014-12-31VISCONTI & ASSOCIATES, PC
Accountancy firm EIN2014-12-31061354191
2013 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,460
Total income from all sources (including contributions)2013-12-31$1,145,522
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$419,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$396,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$530,687
Value of total assets at end of year2013-12-31$4,362,399
Value of total assets at beginning of year2013-12-31$3,631,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,490
Total interest from all sources2013-12-31$3,228
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$127,804
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$127,804
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$260,696
Participant contributions at end of year2013-12-31$67,260
Participant contributions at beginning of year2013-12-31$68,747
Participant contributions at beginning of year2013-12-31$4,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,460
Liabilities. Value of operating payables at end of year2013-12-31$4,923
Total non interest bearing cash at end of year2013-12-31$957
Total non interest bearing cash at beginning of year2013-12-31$1,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$726,261
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,356,519
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,630,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,265,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,617,476
Interest on participant loans2013-12-31$2,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$759,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$634,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$634,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$483,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$269,991
Employer contributions (assets) at end of year2013-12-31$269,991
Employer contributions (assets) at beginning of year2013-12-31$304,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$396,771
Contract administrator fees2013-12-31$22,490
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31VISCONTI & ASSOCIATES, PC
Accountancy firm EIN2013-12-31061354191
2012 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,384
Total income from all sources (including contributions)2012-12-31$832,984
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$283,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$263,921
Expenses. Certain deemed distributions of participant loans2012-12-31$1,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$555,175
Value of total assets at end of year2012-12-31$3,631,718
Value of total assets at beginning of year2012-12-31$3,081,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,163
Total interest from all sources2012-12-31$3,551
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$72,751
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$72,751
Administrative expenses professional fees incurred2012-12-31$18,163
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$250,646
Participant contributions at end of year2012-12-31$68,747
Participant contributions at beginning of year2012-12-31$50,100
Participant contributions at end of year2012-12-31$4,659
Participant contributions at beginning of year2012-12-31$4,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,384
Total non interest bearing cash at end of year2012-12-31$1,460
Total non interest bearing cash at beginning of year2012-12-31$1,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$549,814
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,630,258
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,080,444
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,617,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,200,420
Interest on participant loans2012-12-31$2,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$634,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$576,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$576,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$201,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$304,529
Employer contributions (assets) at end of year2012-12-31$304,529
Employer contributions (assets) at beginning of year2012-12-31$249,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$263,921
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PIKAART VISCONTI & ASSOCIATES, PC
Accountancy firm EIN2012-12-31061354191
2011 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$821
Total income from all sources (including contributions)2011-12-31$670,388
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$312,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$287,763
Expenses. Certain deemed distributions of participant loans2011-12-31$1,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$701,911
Value of total assets at end of year2011-12-31$3,081,828
Value of total assets at beginning of year2011-12-31$2,723,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,282
Total interest from all sources2011-12-31$2,468
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$47,937
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$47,937
Administrative expenses professional fees incurred2011-12-31$19,757
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$227,101
Participant contributions at end of year2011-12-31$50,100
Participant contributions at beginning of year2011-12-31$27,156
Participant contributions at end of year2011-12-31$4,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$821
Total non interest bearing cash at end of year2011-12-31$1,116
Total non interest bearing cash at beginning of year2011-12-31$821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$357,497
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,080,444
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,722,947
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,200,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,084,670
Interest on participant loans2011-12-31$1,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$576,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$611,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$611,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-81,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$474,810
Employer contributions (assets) at end of year2011-12-31$249,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$287,763
Contract administrator fees2011-12-31$3,525
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PIKAART VISCONTI & ASSOCIATES, PC
Accountancy firm EIN2011-12-31061354191
2010 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,394
Total income from all sources (including contributions)2010-12-31$645,124
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$332,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$325,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$415,745
Value of total assets at end of year2010-12-31$2,723,768
Value of total assets at beginning of year2010-12-31$2,412,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,015
Total interest from all sources2010-12-31$1,014
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$38,588
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$38,588
Administrative expenses professional fees incurred2010-12-31$7,015
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$193,376
Participant contributions at end of year2010-12-31$27,156
Participant contributions at beginning of year2010-12-31$16,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,394
Total non interest bearing cash at end of year2010-12-31$821
Total non interest bearing cash at beginning of year2010-12-31$1,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$312,315
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,722,947
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,410,632
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,084,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,739,244
Interest on participant loans2010-12-31$1,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$611,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$654,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$654,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$189,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$222,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$325,794
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ANQUILLARE RUOCCO TRAESTER COMPANY
Accountancy firm EIN2010-12-31060743001
2009 : EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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 EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN

2023: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2022: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2021: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final 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 benefit arrangement – InsuranceYes
2020: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2019: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2018: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EASTER SEALS GOODWILL INDUSTRIES REHABILITATION CENTER INC. RETIREMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005092
Policy instance 1
Insurance contract or identification number005092
Number of Individuals Covered360
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 $105
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005092
Policy instance 1
Insurance contract or identification number005092
Number of Individuals Covered897
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 $494
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees494
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005092A
Policy instance 1
Insurance contract or identification number005092A
Number of Individuals Covered721
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 $2,976
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2976
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005092A
Policy instance 1
Insurance contract or identification number005092A
Number of Individuals Covered572
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,976
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2976
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005092A
Policy instance 1
Insurance contract or identification number005092A
Number of Individuals Covered709
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,571
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5571
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005092A
Policy instance 1
Insurance contract or identification number005092A
Number of Individuals Covered554
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804186
Policy instance 2
Insurance contract or identification number804186
Number of Individuals Covered523
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804186
Policy instance 1
Insurance contract or identification number804186
Number of Individuals Covered523
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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