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COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 401k Plan overview

Plan NameCOMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN
Plan identification number 001

COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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.

401k Sponsoring company profile

COMMUNITY ACTION OF GREATER INDIANAPOLIS, INC has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION OF GREATER INDIANAPOLIS, INC
Employer identification number (EIN):356048441
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01EDGAR N. TIPTON, JR. EDGAR N. TIPTON, JR.2014-06-16
0012012-01-01EDGAR N. TIPTON, JR. EDGAR N. TIPTON, JR.2013-07-24
0012011-01-01DAN SCHOETTLE DAN SCHOETTLE2012-07-26
0012009-01-01JEFF MARGASON
0012009-01-01JEFF MARGASON EDGAR TIPTON2010-07-27
0012009-01-01JEFF MARGASON

Plan Statistics for COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN

Measure Date Value
2013: COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
2011: COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0123
2009: COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118

Financial Data on COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN

Measure Date Value
2013 : COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$-121,566
Total plan liabilities at beginning of year2013-12-31$17,302
Total income from all sources2013-12-31$2,920
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$135,948
Other income received2013-12-31$2,920
Net income (gross income less expenses)2013-12-31$2,920
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$118,646
2012 : COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-25,805
Total plan liabilities at end of year2012-12-31$17,302
Total plan liabilities at beginning of year2012-12-31$21,938
Total income from all sources2012-12-31$29,467
Expenses. Total of all expenses incurred2012-12-31$20,005
Benefits paid (including direct rollovers)2012-12-31$17,302
Total plan assets at end of year2012-12-31$135,948
Total plan assets at beginning of year2012-12-31$156,927
Total contributions received or receivable from participants2012-12-31$8,105
Expenses. Other expenses not covered elsewhere2012-12-31$56
Contributions received from other sources (not participants or employers)2012-12-31$735
Other income received2012-12-31$20,627
Net income (gross income less expenses)2012-12-31$9,462
Net plan assets at end of year (total assets less liabilities)2012-12-31$118,646
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$134,989
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,647
2011 : COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$-125,000
Total plan liabilities at end of year2011-12-31$21,938
Total plan liabilities at beginning of year2011-12-31$19,113
Total income from all sources2011-12-31$20,427
Expenses. Total of all expenses incurred2011-12-31$24,991
Benefits paid (including direct rollovers)2011-12-31$21,938
Total plan assets at end of year2011-12-31$156,927
Total plan assets at beginning of year2011-12-31$283,666
Total contributions received or receivable from participants2011-12-31$24,650
Expenses. Other expenses not covered elsewhere2011-12-31$53
Other income received2011-12-31$-4,223
Net income (gross income less expenses)2011-12-31$-4,564
Net plan assets at end of year (total assets less liabilities)2011-12-31$134,989
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$264,553
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,000

Form 5500 Responses for COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN

2013: COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: COMMUNITY ACTION OF GREATER INDIANAPOLIS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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