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THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN Benefits

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

THE ARC OF CENTRE COUNTY PA, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF CENTRE COUNTY PA, INC.
Employer identification number (EIN):240859375
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01REBEKAH CUNNINGHAM
0012016-04-01REBEKAH CUNNINGHAM2017-10-03
0012015-04-01REBEKAH CUNNINGHAM2016-10-12
0012014-04-01REBEKAH CUNNINGHAM2015-10-26
0012013-04-01REBEKAH CUNNINGHAM2014-08-18
0012012-04-01EFFIE JENKS2013-10-15
0012011-04-01EFFIE JENKS2012-09-21
0012010-04-01EFFIE JENKS2011-07-21

Plan Statistics for THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01124
Total number of active participants reported on line 7a of the Form 55002022-04-01104
Number of retired or separated participants receiving benefits2022-04-012
Number of other retired or separated participants entitled to future benefits2022-04-0112
Total of all active and inactive participants2022-04-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01118
Number of participants with account balances2022-04-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-013
2021: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01137
Total number of active participants reported on line 7a of the Form 55002021-04-0199
Number of retired or separated participants receiving benefits2021-04-013
Number of other retired or separated participants entitled to future benefits2021-04-019
Total of all active and inactive participants2021-04-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01111
Number of participants with account balances2021-04-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-014
2020: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01131
Total number of active participants reported on line 7a of the Form 55002020-04-0197
Number of retired or separated participants receiving benefits2020-04-014
Number of other retired or separated participants entitled to future benefits2020-04-019
Total of all active and inactive participants2020-04-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01110
Number of participants with account balances2020-04-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-013
2019: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01130
Total number of active participants reported on line 7a of the Form 55002019-04-0194
Number of retired or separated participants receiving benefits2019-04-013
Number of other retired or separated participants entitled to future benefits2019-04-019
Total of all active and inactive participants2019-04-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01106
Number of participants with account balances2019-04-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-014
2018: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01120
Total number of active participants reported on line 7a of the Form 55002018-04-0181
Number of retired or separated participants receiving benefits2018-04-016
Number of other retired or separated participants entitled to future benefits2018-04-018
Total of all active and inactive participants2018-04-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0195
Number of participants with account balances2018-04-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-019
2017: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01124
Total number of active participants reported on line 7a of the Form 55002017-04-0168
Number of retired or separated participants receiving benefits2017-04-015
Number of other retired or separated participants entitled to future benefits2017-04-0116
Total of all active and inactive participants2017-04-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0189
Number of participants with account balances2017-04-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-017

Financial Data on THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2023 : THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$294
Total income from all sources (including contributions)2023-03-31$155,563
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$116,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$91,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$283,919
Value of total assets at end of year2023-03-31$2,388,463
Value of total assets at beginning of year2023-03-31$2,349,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$25,524
Total interest from all sources2023-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$-128,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$250,000
If this is an individual account plan, was there a blackout period2023-03-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$166,055
Participant contributions at end of year2023-03-31$6,319
Participant contributions at beginning of year2023-03-31$6,094
Assets. Other investments not covered elsewhere at end of year2023-03-31$2,260,430
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$2,234,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$3,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$1,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$38,798
Value of net assets at end of year (total assets less liabilities)2023-03-31$2,388,463
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$2,349,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$25,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$117,864
Employer contributions (assets) at end of year2023-03-31$117,864
Employer contributions (assets) at beginning of year2023-03-31$108,493
Income. Dividends from preferred stock2023-03-31$-128,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$91,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31Yes
Liabilities. Value of benefit claims payable at end of year2023-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$294
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31BAKER TILLY US, LLP
Accountancy firm EIN2023-03-31390859910
2022 : THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$177
Total income from all sources (including contributions)2022-03-31$443,586
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$385,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$357,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$360,662
Value of total assets at end of year2022-03-31$2,349,959
Value of total assets at beginning of year2022-03-31$2,291,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$27,546
Total interest from all sources2022-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$40,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$40,702
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$230,000
If this is an individual account plan, was there a blackout period2022-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$157,161
Participant contributions at end of year2022-03-31$6,094
Participant contributions at beginning of year2022-03-31$0
Assets. Other investments not covered elsewhere at end of year2022-03-31$2,234,176
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$2,187,502
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$95,008
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$1,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$0
Other income not declared elsewhere2022-03-31$42,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$58,251
Value of net assets at end of year (total assets less liabilities)2022-03-31$2,349,665
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$2,291,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$108,493
Employer contributions (assets) at end of year2022-03-31$108,493
Employer contributions (assets) at beginning of year2022-03-31$104,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$357,789
Contract administrator fees2022-03-31$27,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31Yes
Liabilities. Value of benefit claims payable at end of year2022-03-31$294
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$177
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Disclaimer
Accountancy firm name2022-03-31BAKER TILLY US, LLP
Accountancy firm EIN2022-03-31390859910
2021 : THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$177
Total income from all sources (including contributions)2021-03-31$876,015
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$122,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$102,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$244,305
Value of total assets at end of year2021-03-31$2,291,591
Value of total assets at beginning of year2021-03-31$1,538,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$20,655
Total interest from all sources2021-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$31,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$31,456
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$210,000
If this is an individual account plan, was there a blackout period2021-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$140,216
Participant contributions at end of year2021-03-31$0
Participant contributions at beginning of year2021-03-31$11,493
Assets. Other investments not covered elsewhere at end of year2021-03-31$2,187,502
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$1,421,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$2,062
Other income not declared elsewhere2021-03-31$600,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$753,333
Value of net assets at end of year (total assets less liabilities)2021-03-31$2,291,414
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$1,538,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$104,089
Employer contributions (assets) at end of year2021-03-31$104,089
Employer contributions (assets) at beginning of year2021-03-31$103,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$102,027
Contract administrator fees2021-03-31$20,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31Yes
Liabilities. Value of benefit claims payable at end of year2021-03-31$177
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$177
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31BAKER TILLY US, LLP
Accountancy firm EIN2021-03-31390859910
2020 : THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$132,892
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$37,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$21,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$255,983
Value of total assets at end of year2020-03-31$1,538,258
Value of total assets at beginning of year2020-03-31$1,443,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$16,324
Total interest from all sources2020-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$210,000
If this is an individual account plan, was there a blackout period2020-03-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$152,734
Participant contributions at end of year2020-03-31$11,493
Participant contributions at beginning of year2020-03-31$5,203
Assets. Other investments not covered elsewhere at end of year2020-03-31$1,421,454
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$2,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$372
Other income not declared elsewhere2020-03-31$-123,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$95,035
Value of net assets at end of year (total assets less liabilities)2020-03-31$1,538,081
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$1,443,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$1,109,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$239,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$103,249
Employer contributions (assets) at end of year2020-03-31$103,249
Employer contributions (assets) at beginning of year2020-03-31$88,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$21,533
Contract administrator fees2020-03-31$16,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31Yes
Liabilities. Value of benefit claims payable at end of year2020-03-31$177
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$0
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31BAKER TILLY US, LLP
Accountancy firm EIN2020-03-31390859910
2019 : THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$282,842
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$88,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$83,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$221,070
Value of total assets at end of year2019-03-31$1,443,046
Value of total assets at beginning of year2019-03-31$1,248,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$4,840
Total interest from all sources2019-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$160,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$132,308
Participant contributions at end of year2019-03-31$5,203
Participant contributions at beginning of year2019-03-31$3,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$0
Other income not declared elsewhere2019-03-31$5,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$194,511
Value of net assets at end of year (total assets less liabilities)2019-03-31$1,443,046
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$1,248,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$1,109,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$950,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$239,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$193,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$56,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$88,762
Employer contributions (assets) at end of year2019-03-31$88,762
Employer contributions (assets) at beginning of year2019-03-31$101,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$83,491
Contract administrator fees2019-03-31$4,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2019-03-31390859910
2018 : THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$341,198
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$839,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$835,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$189,731
Value of total assets at end of year2018-03-31$1,248,535
Value of total assets at beginning of year2018-03-31$1,747,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$4,670
Total interest from all sources2018-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$160,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$88,491
Participant contributions at end of year2018-03-31$3,342
Participant contributions at beginning of year2018-03-31$2,955
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$372
Other income not declared elsewhere2018-03-31$7,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-498,794
Value of net assets at end of year (total assets less liabilities)2018-03-31$1,248,535
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$1,747,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$950,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$1,339,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$193,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$397,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$143,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$100,868
Employer contributions (assets) at end of year2018-03-31$101,240
Employer contributions (assets) at beginning of year2018-03-31$7,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$835,322
Contract administrator fees2018-03-31$4,670
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-03-31390859910

Form 5500 Responses for THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN

2022: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: THE ARC OF CENTRE COUNTY PA, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHE109
Policy instance 1
Insurance contract or identification numberPHE109
Number of Individuals Covered0
Insurance policy start date2019-04-01
Insurance policy end date2019-05-14
Total amount of commissions paid to insurance brokerUSD $915
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $915
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHE109
Policy instance 1
Insurance contract or identification numberPHE109
Number of Individuals Covered73
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $4,862
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,862
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHE109
Policy instance 1
Insurance contract or identification numberPHE109
Number of Individuals Covered74
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $5,682
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,682
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS

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