Logo

KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 401k Plan overview

Plan NameKNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN
Plan identification number 003

KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.

401k Sponsoring company profile

KNOX COUNTY ASSOCIATION FOR REMARKABLE CITIZENS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KNOX COUNTY ASSOCIATION FOR REMARKABLE CITIZENS, INC.
Employer identification number (EIN):351182628
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JUDITH KOTTER
0032016-01-01JUDITH KOTTER
0032015-01-01JUDITH KOTTER
0032014-01-01JUDITH KOTTER
0032013-01-01JUDITH KOTTER
0032012-01-01JUDITH KOTTER
0032011-01-01JUDITH KOTTER
0032010-01-01MICHAEL R CARNEY

Plan Statistics for KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN

401k plan membership statisitcs for KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN

Measure Date Value
2022: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01405
Total number of active participants reported on line 7a of the Form 55002022-01-01249
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01171
Total of all active and inactive participants2022-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01430
Number of participants with account balances2022-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01401
Total number of active participants reported on line 7a of the Form 55002021-01-01235
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01164
Total of all active and inactive participants2021-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01406
Number of participants with account balances2021-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01365
Total number of active participants reported on line 7a of the Form 55002020-01-01225
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01175
Total of all active and inactive participants2020-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01406
Number of participants with account balances2020-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01383
Total number of active participants reported on line 7a of the Form 55002019-01-01203
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01157
Total of all active and inactive participants2019-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01365
Number of participants with account balances2019-01-01360
2018: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01336
Total number of active participants reported on line 7a of the Form 55002018-01-01209
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01170
Total of all active and inactive participants2018-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01383
Number of participants with account balances2018-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01320
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Number of other retired or separated participants entitled to future benefits2017-01-01180
Total of all active and inactive participants2017-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01336
Number of participants with account balances2017-01-01334
2016: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01305
Total number of active participants reported on line 7a of the Form 55002016-01-01171
Number of other retired or separated participants entitled to future benefits2016-01-01188
Total of all active and inactive participants2016-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01362
Number of participants with account balances2016-01-01361
2015: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01316
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of other retired or separated participants entitled to future benefits2015-01-01174
Total of all active and inactive participants2015-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01305
Number of participants with account balances2015-01-01304
2014: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01309
Total number of active participants reported on line 7a of the Form 55002014-01-01149
Number of other retired or separated participants entitled to future benefits2014-01-01164
Total of all active and inactive participants2014-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01316
Number of participants with account balances2014-01-01315
2013: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01319
Total number of active participants reported on line 7a of the Form 55002013-01-01295
Number of retired or separated participants receiving benefits2013-01-0146
Total of all active and inactive participants2013-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01344
Number of participants with account balances2013-01-01309
2012: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01328
Total number of active participants reported on line 7a of the Form 55002012-01-01279
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01319
Number of participants with account balances2012-01-01284
2011: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01321
Total number of active participants reported on line 7a of the Form 55002011-01-01275
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01328
Number of participants with account balances2011-01-01292
2010: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01320
Total number of active participants reported on line 7a of the Form 55002010-01-01277
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01321
Number of participants with account balances2010-01-01286

Financial Data on KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN

Measure Date Value
2022 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-344,084
Total of all expenses incurred2022-12-31$395,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$393,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$495,332
Value of total assets at end of year2022-12-31$5,200,457
Value of total assets at beginning of year2022-12-31$5,939,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,743
Total interest from all sources2022-12-31$30,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31No
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$121,474
Participant contributions at end of year2022-12-31$20,102
Participant contributions at beginning of year2022-12-31$21,583
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,430
Administrative expenses (other) incurred2022-12-31$1,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-739,251
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,200,457
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,939,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,159,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,876,148
Value of interest in pooled separate accounts at end of year2022-12-31$236,133
Value of interest in pooled separate accounts at beginning of year2022-12-31$223,433
Interest on participant loans2022-12-31$671
Interest earned on other investments2022-12-31$29,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$756,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$790,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-888,377
Net investment gain/loss from pooled separate accounts2022-12-31$18,351
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$370,428
Employer contributions (assets) at end of year2022-12-31$27,720
Employer contributions (assets) at beginning of year2022-12-31$27,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$393,424
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COMER, NOWLING AND ASSOCIATES, PC
Accountancy firm EIN2022-12-31352119569
2021 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,102,583
Total of all expenses incurred2021-12-31$353,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$352,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$455,738
Value of total assets at end of year2021-12-31$5,939,708
Value of total assets at beginning of year2021-12-31$5,190,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,366
Total interest from all sources2021-12-31$27,157
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 bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$94,856
Participant contributions at end of year2021-12-31$21,583
Participant contributions at beginning of year2021-12-31$8,764
Administrative expenses (other) incurred2021-12-31$1,366
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$748,796
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,939,708
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,190,912
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$4,876,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,183,325
Value of interest in pooled separate accounts at end of year2021-12-31$223,433
Value of interest in pooled separate accounts at beginning of year2021-12-31$184,698
Interest on participant loans2021-12-31$491
Interest earned on other investments2021-12-31$26,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$790,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$814,125
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$15,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$586,145
Net investment gain/loss from pooled separate accounts2021-12-31$33,543
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$360,882
Employer contributions (assets) at end of year2021-12-31$27,817
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$337,069
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COMER, NOWLING AND ASSOCIATES, PC
Accountancy firm EIN2021-12-31352119569
2020 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,046,294
Total of all expenses incurred2020-12-31$636,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$634,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$425,390
Value of total assets at end of year2020-12-31$5,190,912
Value of total assets at beginning of year2020-12-31$4,780,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,400
Total interest from all sources2020-12-31$32,782
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 bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$67,232
Participant contributions at end of year2020-12-31$8,764
Participant contributions at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,400
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$409,993
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,190,912
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,780,919
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$4,183,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,574,046
Value of interest in pooled separate accounts at end of year2020-12-31$184,698
Value of interest in pooled separate accounts at beginning of year2020-12-31$192,229
Interest on participant loans2020-12-31$37
Interest earned on other investments2020-12-31$32,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$814,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$991,224
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$108,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$589,798
Net investment gain/loss from pooled separate accounts2020-12-31$-1,676
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$358,158
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$23,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$525,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31COMER, NOWLING AND ASSOCIATES, PC
Accountancy firm EIN2020-12-31352119569
2019 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,219,046
Total of all expenses incurred2019-12-31$988,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$985,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$490,762
Value of total assets at end of year2019-12-31$4,780,919
Value of total assets at beginning of year2019-12-31$4,550,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,874
Total interest from all sources2019-12-31$45,139
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 bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$73,977
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$107,700
Administrative expenses (other) incurred2019-12-31$2,874
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$230,295
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,780,919
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,550,624
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$3,574,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,929,984
Value of interest in pooled separate accounts at end of year2019-12-31$192,229
Value of interest in pooled separate accounts at beginning of year2019-12-31$195,399
Interest earned on other investments2019-12-31$45,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$991,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,402,243
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$348,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$672,878
Net investment gain/loss from pooled separate accounts2019-12-31$10,267
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$309,085
Employer contributions (assets) at end of year2019-12-31$23,420
Employer contributions (assets) at beginning of year2019-12-31$22,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$637,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COMER, NOWLING AND ASSOCIATES, P.C.
Accountancy firm EIN2019-12-31352119569
2018 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$240,431
Total of all expenses incurred2018-12-31$867,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$866,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$435,614
Value of total assets at end of year2018-12-31$4,550,624
Value of total assets at beginning of year2018-12-31$5,177,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$219
Total interest from all sources2018-12-31$54,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$106,275
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,576
Administrative expenses (other) incurred2018-12-31$219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-626,614
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,550,624
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,177,238
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$2,929,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,414,190
Value of interest in pooled separate accounts at end of year2018-12-31$195,399
Value of interest in pooled separate accounts at beginning of year2018-12-31$262,637
Interest earned on other investments2018-12-31$54,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,402,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,500,411
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$62,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-261,691
Net investment gain/loss from pooled separate accounts2018-12-31$11,724
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$310,763
Employer contributions (assets) at end of year2018-12-31$22,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$804,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COMER, NOWLING AND ASSOCIATES, P.C.
Accountancy firm EIN2018-12-31352119569
2017 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,023,500
Total of all expenses incurred2017-12-31$152,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$152,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$379,752
Value of total assets at end of year2017-12-31$5,177,238
Value of total assets at beginning of year2017-12-31$4,306,389
Total interest from all sources2017-12-31$52,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$95,867
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$870,849
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,177,238
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,306,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,414,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,671,312
Value of interest in pooled separate accounts at end of year2017-12-31$262,637
Value of interest in pooled separate accounts at beginning of year2017-12-31$223,044
Interest earned on other investments2017-12-31$52,189
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,500,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,412,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$581,565
Net investment gain/loss from pooled separate accounts2017-12-31$9,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$279,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$152,651
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COMER, NOWLING AND ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31352119569
2016 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$1,062,561
Total income from all sources (including contributions)2016-12-31$507,779
Total of all expenses incurred2016-12-31$522,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$521,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$297,498
Value of total assets at end of year2016-12-31$4,306,389
Value of total assets at beginning of year2016-12-31$3,258,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$660
Total interest from all sources2016-12-31$45,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$42,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-14,547
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,306,389
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,258,375
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$2,671,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,218,684
Value of interest in pooled separate accounts at end of year2016-12-31$223,044
Value of interest in pooled separate accounts at beginning of year2016-12-31$157,688
Interest earned on other investments2016-12-31$45,859
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,412,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$882,003
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$44,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$155,030
Net investment gain/loss from pooled separate accounts2016-12-31$9,392
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$254,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$477,102
Contract administrator fees2016-12-31$660
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COMER, NOWLING AND ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31352119569
2015 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$347,217
Total of all expenses incurred2015-12-31$374,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$373,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$281,088
Value of total assets at end of year2015-12-31$3,258,375
Value of total assets at beginning of year2015-12-31$3,285,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$596
Total interest from all sources2015-12-31$33,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-27,216
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,258,375
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,285,591
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$2,218,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,274,747
Value of interest in pooled separate accounts at end of year2015-12-31$157,688
Value of interest in pooled separate accounts at beginning of year2015-12-31$159,589
Interest earned on other investments2015-12-31$33,299
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$882,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$851,255
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$54,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$20,442
Net investment gain/loss from pooled separate accounts2015-12-31$12,388
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$281,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$319,609
Contract administrator fees2015-12-31$596
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COMER, NOWLING AND ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31352119569
2014 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$481,474
Total of all expenses incurred2014-12-31$274,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$274,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$281,419
Value of total assets at end of year2014-12-31$3,285,591
Value of total assets at beginning of year2014-12-31$3,078,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$370
Total interest from all sources2014-12-31$33,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$206,636
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,285,591
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,078,955
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$2,274,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,137,153
Value of interest in pooled separate accounts at end of year2014-12-31$159,589
Value of interest in pooled separate accounts at beginning of year2014-12-31$144,587
Interest earned on other investments2014-12-31$33,660
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$851,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$797,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$149,004
Net investment gain/loss from pooled separate accounts2014-12-31$17,391
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$281,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$274,468
Contract administrator fees2014-12-31$370
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COMER, NOWLING AND ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31352119569
2013 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$730,889
Total of all expenses incurred2013-12-31$305,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$305,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$284,331
Value of total assets at end of year2013-12-31$3,078,955
Value of total assets at beginning of year2013-12-31$2,654,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$398
Total interest from all sources2013-12-31$31,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
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$424,937
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,078,955
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,654,018
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$2,137,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,748,527
Value of interest in pooled separate accounts at end of year2013-12-31$144,587
Value of interest in pooled separate accounts at beginning of year2013-12-31$120,201
Value of interest in common/collective trusts at end of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$31,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$797,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$785,290
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$47,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$403,235
Net investment gain/loss from pooled separate accounts2013-12-31$12,135
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$284,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$257,716
Contract administrator fees2013-12-31$398
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 name2013-12-31COMER, NOWLING AND ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31352119569
2012 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$510,482
Total of all expenses incurred2012-12-31$135,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$134,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$262,495
Value of total assets at end of year2012-12-31$2,654,018
Value of total assets at beginning of year2012-12-31$2,279,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$833
Total interest from all sources2012-12-31$30,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$374,940
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,654,018
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,279,078
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$1,748,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,437,227
Value of interest in pooled separate accounts at end of year2012-12-31$120,201
Value of interest in pooled separate accounts at beginning of year2012-12-31$98,517
Value of interest in common/collective trusts at end of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$30,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$785,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$743,334
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$206,873
Net investment gain/loss from pooled separate accounts2012-12-31$10,499
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$262,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$127,964
Contract administrator fees2012-12-31$833
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 name2012-12-31COMER, NOWLING AND ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31352119569
2011 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$249,180
Total of all expenses incurred2011-12-31$183,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$182,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$237,207
Value of total assets at end of year2011-12-31$2,279,078
Value of total assets at beginning of year2011-12-31$2,213,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$620
Total interest from all sources2011-12-31$28,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
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$66,054
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,279,078
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,213,024
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$1,437,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,458,907
Value of interest in pooled separate accounts at end of year2011-12-31$98,517
Value of interest in pooled separate accounts at beginning of year2011-12-31$87,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$28,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$743,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$666,738
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$8,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,880
Net investment gain/loss from pooled separate accounts2011-12-31$11,471
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$237,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$174,136
Contract administrator fees2011-12-31$620
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 name2011-12-31COMER, NOWLING AND ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31352119569
2010 : KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$488,539
Total of all expenses incurred2010-12-31$247,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$246,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$288,978
Value of total assets at end of year2010-12-31$2,233,945
Value of total assets at beginning of year2010-12-31$1,992,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$592
Total interest from all sources2010-12-31$25,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$241,455
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,233,945
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,992,490
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$1,458,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,290,608
Value of interest in pooled separate accounts at end of year2010-12-31$87,379
Value of interest in pooled separate accounts at beginning of year2010-12-31$66,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$25,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$666,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$614,644
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$8,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$164,312
Net investment gain/loss from pooled separate accounts2010-12-31$10,063
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$288,978
Employer contributions (assets) at end of year2010-12-31$20,921
Employer contributions (assets) at beginning of year2010-12-31$20,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$238,268
Contract administrator fees2010-12-31$592
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31COMER, NOWLING AND ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31352119569

Form 5500 Responses for KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN

2022: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KNOX COUNTY ASSOCIATED FOR RETARDED CITIZENS, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered415
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered397
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered388
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered365
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered363
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered333
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered309
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered320
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered314
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered289
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered293
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334119
Policy instance 1
Insurance contract or identification number334119
Number of Individuals Covered287
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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